Stonehearth Capital Management fees and pricing

Financial planner in Danvers, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 7, 2026, Stonehearth Capital Management charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Financial Planning and Consulting Services Stonehearth charges an hourly fee of $300 for financial planning/consulting services, including retirement planning, social security optimization, tax planning, financial caregiving/family planning and estate planning review.”

Payment and refund terms, quoted from the fee section of the brochure.

“Advisory fees will be charged quarterly in advance based on the market value of the account assets as of the close of business on the last day of the preceding quarter.”
“If the management of an account commences at any time other than the beginning of a calendar quarter, the initial quarterly fee shall be charged in arrears.”
“If the Client does not have a Schwab account, the Advisor will invoice the Client quarterly in advance.”

Its hourly rate of $300 matches the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
2 of the 2 other planners in Danvers that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 490
Employees: 8
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $425,411,155
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 128866
Website: twitter.com/stonehearthcap (opens in new tab)
Phone: (978) 624-3000

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