Jamie Upson
Stonehearth Capital Management · Danvers, Massachusetts
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.
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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 | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 4046712 |
| Exams passed | Series 63 (1999) · Series 66 (2003) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.stonehearthcapital.com |
| Profile |
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Questions about Jamie
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.
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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