# David Juliano

> David Juliano is a fee-only financial advisor at Stonehearth Capital Management in Danvers, Massachusetts, who holds the ChFC credential. David focuses on retirement planning, estate & legacy planning and tax planning. Stonehearth Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-juliano/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stonehearth Capital Management
- **Based in:** Danvers, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $425.4M across 1,338 accounts
- **Credentials:** ChFC
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Equity compensation
- **Works with:** Retirees, Pre-retirees
- **CRD:** 3164953 (https://adviserinfo.sec.gov/individual/summary/3164953)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 63 (1999)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.stonehearthcapital.com

## Frequently asked questions

### Is David Juliano a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Stonehearth Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Stonehearth Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Juliano based?

David Juliano is based in Danvers, Massachusetts.

### What does David specialize in?

David's specialties include retirement planning, estate & legacy planning, tax planning and equity compensation. David works with retirees and pre-retirees.

### What credentials does David Juliano hold?

David Juliano holds the ChFC credential.

### Is David Juliano registered with the SEC?

Yes. David Juliano is registered as an investment adviser representative in MA and TX (CRD 3164953), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stonehearth Capital Management manage?

Stonehearth Capital Management reports $425.4M across 1,338 accounts in assets under management.

### How do I contact David Juliano?

Through David's website, www.stonehearthcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3164953): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.stonehearthcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.