Benjamin House
Advisor at Stonehearth Capital Management — Danvers, MA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Danvers, MA 01923
Stonehearth Capital Management
Team
Total advisors
5Clients per advisor
98 Very HighAvg AUM per client
$868,186 TypicalHNW client ratio
27% TypicalBenjamin House is a financial advisor at Stonehearth Capital Management with a Series 66 credential and two years of industry experience. Prior to joining Stonehearth, he worked at Wells Fargo Clearing and TD Ameritrade. He also has experience in education, having worked at Gordon College and St. Johns Prep. Stonehearth Capital Management provides investment management, financial planning, retirement planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $425 million in discretionary assets for around 490 clients, employing model strategies that include diversified and ESG-focused portfolios, quantitative and qualitative stock selection, and tax-aware techniques.
Based on Stonehearth Capital Management
Based on Stonehearth Capital Management
Flat fee of $5,000 for Financial Planning and Consulting Services; Flat fees for estate planning coordination services (negotiable)
$0 - $250,000: 1.25% $250,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%
Licensed advisors may earn commissions on insurance products sold separately from advisory fees
Financial planning hourly rate of $500 per hour for Financial Planning Services in some circumstances
Account minimum: $1,000,000 Fee-only: Flat fee of $5,000 for Financial Planning and Consulting Services; Hourly fees at $500 per hour for Financial Planning Services, depending on circumstances
Danvers, MA
100 Conifer Hill Drive, Ste 105
Danvers MA 01923
Advisors at this office
5
Massachusetts
2 years of industry experience
Stonehearth Capital Management
2025 - Present • 1 year
Danvers, MA
Wells Fargo Clearing
2022 - 2025 • 3 years
Waltham, MA
TD Ameritrade
2020 - 2020 • 1 year
Boston, MA
Gordon College
2018 - 2022 • 4 years
Wenham, MA
St Johns Prep
2014 - 2018 • 4 years
Danvers, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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