Firm
Stonehearth Capital Management
Danvers, Massachusetts
Fee-only
Stonehearth Capital Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 5 advisors are listed here; 2 of 5 hold the CFP.
- Its Form ADV reports 8 employees and 490 individual clients, 131 of them high net worth.
- Its average account is about $318,000 (assets it manages divided by its 1,338 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Danvers, Massachusetts |
|---|---|
| Website | stonehearthcapital.com |
| [email protected] | |
| Phone | (978) 624-3000 |
Stonehearth Capital Management fees
Stonehearth Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $425 million |
| Individual clients | 359 |
| High-net-worth clients | 131 |
| Accounts managed | 1,338 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-67868) |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 128866 |