# Jamie Upson

> Jamie Upson is a fee-only financial advisor at Stonehearth Capital Management in Danvers, Massachusetts, who holds the CFP credential. Jamie 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/jamie-upson/
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:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Equity compensation
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4046712 (https://adviserinfo.sec.gov/individual/summary/4046712)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 63 (1999), Series 66 (2003)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.stonehearthcapital.com

## Frequently asked questions

### Is Jamie Upson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jamie 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 Jamie charge for financial advice?

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

### Where is Jamie Upson based?

Jamie Upson is based in Danvers, Massachusetts.

### What does Jamie specialize in?

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

### What credentials does Jamie Upson hold?

Jamie Upson holds the CFP credential.

### Is Jamie Upson registered with the SEC?

Yes. Jamie Upson is registered as an investment adviser representative in MA and TX (CRD 4046712), 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 Jamie Upson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4046712): 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.