Joseph
Gauvin

Stonehearth Capital Management

CRD#6128554
Investment Advisor
in Danvers, MA

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About this Advisor

Joseph Gauvin is a financial advisor based in Danvers, Massachusetts, working with Stonehearth Capital Management. Joseph has previously held positions at Dk Brede Investment Management, Gw & Wade Asset Management Company, LLC, Gw & Wade, LLC, Sandy Cove Advisors, LLC, and Stonehearth Capital Management. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Joseph is part of Stonehearth Capital Management, which operates out of Danvers, Massachusetts. The firm has 7 employees and manages assets totaling $325.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Stonehearth Capital Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Conifer Hill Drive, Unit 105
Danvers, MA 01923

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Stonehearth Capital Management Brokerage Details

Total Assets Under Management

$325,125,005

MA Average: $16,012,751,954
Total Number of Employees

7

MA Average: 118
Total Number of Accounts

1,342

MA Average: 4,567
Average Account Size

$242,269

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Joseph Gauvin Work History

2022 - Present (2 years)

Stonehearth Capital Management

2022 - 2022 (< 1 year)

Sandy Cove Advisors, LLC

2020 - 2022 (2 years)

Gw & Wade Asset Management Company, LLC

2020 - 2022 (2 years)

Gw & Wade, LLC

2012 - 2020 (8 years)

Dk Brede Investment Management

Disclosures

Please visit the SEC profile of Joseph Gauvin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stonehearth Capital Management

Jamie Upson
Danvers, MA
Christopher Gauthier
Danvers, MA
Joseph Gauvin
Danvers, MA
David Juliano
Danvers, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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