Stonehearth Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stonehearth Capital Management serves individual clients and their families — including high net worth individuals — as well as trusts, estates, and business entities, offering discretionary investment management alongside financial planning and consultative services. The firm also provides access to alternative investments and may advise on or invest in digital assets through third‑party platforms.
Portfolios are built from four model strategies (Diversified, Diversified CarbonLITE, Diversified ETF‑Only, and a U.S. Stock portfolio) that combine ETFs, mutual funds, and select individual or private securities; the firm uses YCharts and Rixtrema alongside a proprietary screening process and combines quantitative and qualitative analysis. Accounts are managed on a discretionary basis with regular monitoring and periodic global rebalancing, and the firm says it uses AI for operational efficiency but not for investment selection.
Compared with many peers, Stonehearth discloses marketing practices and referral arrangements that are less common for team firms: it uses endorsements and testimonials in advertising and has contractual solicitor and referral‑network relationships as well as disclosed vendor support. The firm also sponsors a wrap fee program and highlights distinctive offerings for its size — a CarbonLITE strategy aimed at reducing portfolio carbon footprint, access to private/alternative investments, and explicit disclosure of digital‑asset and custody considerations.
Client services
Expertise
Fee options
Negotiable flat fees for estate planning coordination services
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Commissions earned from insurance products sold by advisory representatives, separate and in addition to advisory fees
$300 per hour for financial planning/consulting services
Account minimum: $500,000 Fee-only: $300 per hour for financial planning and consulting services
Main office
100 Conifer Hill Drive, Ste 105
Danvers MA 01923
Advisors at this office
5
Most active in
California · Florida · Maine · Massachusetts · New Hampshire · New York · Texas · Vermont · Washington
Also doing business as
Prout Financial Services · Prout, Richard Edward · Stonehearth Capital Management · Stonehearth Capital Management LLC · Wealth Management Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher G
CFA®
Danvers, MA
Stonehearth Capital Management
Christopher Gauthier is a CFA® charterholder with 13 years of industry experience. He has been with Stonehearth Capital Management since 2014. Stonehearth Capital Management serves individuals, families, trusts, estates, and business entities with discretionary investment management, financial planning, and consulting. The firm manages approximately $386.7 million in assets and employs a team-based approach using four core investment strategies, including a CarbonLITE option and proprietary screening tools.
Jamie U
CFP®, Series 63, Series 66
Danvers, MA
Stonehearth Capital Management
Jamie Upson is a CFP® professional with 21 years of industry experience, currently serving at Stonehearth Capital Management since 2014. He holds Series 63 and Series 66 licenses and works within a four-advisor team based in Danvers, MA. Stonehearth Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $386.7 million in discretionary assets and offers customized portfolio strategies including Diversified, CarbonLITE, Diversified ETF-Only, and a U.S. Stock strategy, employing proprietary screening tools and tax-aware practices.
Joseph G
CFP®, Series 66
Danvers, MA
Stonehearth Capital Management
Joseph Gauvin is a CFP® with 10 years of industry experience, currently serving as an advisor at Stonehearth Capital Management since 2022. His prior experience includes roles at Sandy Cove Advisors, LLC, GW & Wade, LLC, and DK Brede Investment Management. Stonehearth Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $386.7 million in discretionary assets, offering customized portfolios through multiple strategies and employing a proprietary screening process alongside tax-aware practices.
David J
ChFC®, Series 63
Danvers, MA
Stonehearth Capital Management
David Juliano is a financial advisor at Stonehearth Capital Management in Danvers, MA, holding the ChFC® designation and Series 63 license with 10 years of industry experience. He has been with Stonehearth since 2016. Stonehearth Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $386.7 million in assets and employs a team-based approach, offering customized portfolios through multiple core strategies and incorporating tax-aware practices and proprietary screening tools.
Benjamin H
Series 66
Danvers, MA
Stonehearth Capital Management
Benjamin House is a financial advisor at Stonehearth Capital Management with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and TD Ameritrade. His background also includes roles in education at Gordon College and St Johns Prep. Stonehearth Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $386.7 million in assets and employs a team-based approach with customized portfolios across four core strategies, incorporating proprietary screening tools and tax-aware practices.
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