David Juliano
Stonehearth Capital Management · Danvers, Massachusetts
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $425.4M across 1,338 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in MA, TX · CRD 3164953 |
| Exams passed | Series 63 (1999) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.stonehearthcapital.com |
| Profile |
How David's firm compares
- Stonehearth Capital Management's average account is about $318,000, from its Form ADV (assets managed divided by 1,338 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Stonehearth Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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