Joseph Gauvin
Stonehearth Capital Management · Danvers, Massachusetts
Joseph Gauvin is a fee-only financial advisor at Stonehearth Capital Management in Danvers, Massachusetts, who holds the CFP credential. Joseph 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 6128554 |
| Exams passed | Series 66 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.stonehearthcapital.com |
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Questions about Joseph
Is Joseph Gauvin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, Stonehearth Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Gauvin based?
Joseph Gauvin is based in Danvers, Massachusetts.
What does Joseph specialize in?
Joseph's specialties include retirement planning, estate & legacy planning, tax planning and equity compensation. Joseph works with retirees and pre-retirees.
What credentials does Joseph Gauvin hold?
Joseph Gauvin holds the CFP credential.
Is Joseph Gauvin registered with the SEC?
Yes. Joseph Gauvin is registered as an investment adviser representative in MA and TX (CRD 6128554), 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 Joseph Gauvin?
Through Joseph'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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