Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
509 clients
Average Client Portfolio
$760K average
Assets Under Management
$386.7M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.25%

Fees are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $300/hr

Stonehearth Capital Management charges an annual fee based on a percentage of assets under management. They also offer financial planning and consulting services for an hourly fee of $300. If a new client engages Stonehearth for ongoing investment management services and deposits at least $500,000 of billable assets within three months, any consulting fees paid will be credited toward the ongoing management fee. For children of existing clients, this fee credit applies for investment accounts totaling $250,000 or more. Fees are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

100 Conifer Hill Drive, Unit 105, Danvers, MA, 01923

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Stonehearth Capital Management
April 2025 - Present · 9 mos
Previous Registrations
Wells Fargo Advisors
August 2024 - March 2025 · 7 mos
Wells Fargo Clearing Services, LLC Broker
May 2024 - March 2025 · 10 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.