Advisor at Axis Wealth Partners, LLC
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.
Firm
Axis Wealth Partners, LLC
Location
Westport, MA 02790
Credentials
Series 63, Series 66
Industry experience
14 years
Joshua Pacheco is a financial advisor at IP Financial Advisory Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Innovation Partners LLC and Axis Advisors LLC since 2014. Outside of his advisory roles, he owns and operates a furniture store. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using a variety of analyses and also provides access to third-party investment advisors, focusing on non‑high-net-worth individuals.
Based on Axis Wealth Partners, LLC
Based on Axis Wealth Partners, LLC
Based on Axis Wealth Partners, LLC
Financial planning fixed fees from $250 to $2,500; Business consulting fixed fees from $250 to $2,500
$0 - $500,000: Up to 1.50% $500,000 - $1,000,000: Up to 1.25% $1,000,000 - $5,000,000: Up to 1.00% $5,000,000+: Up to 0.75%
$150/hour for business consulting and financial planning
Fee-only: Financial planning fixed fees from $250 to $2,500; Business consulting fixed fees from $250 to $2,500; Hourly fees $150/hour for business consulting and financial planning
909 State Road
Westport, MA 02790
Massachusetts
IP Financial Advisory Services
2026 - Present (1 year)
Innovation Partners LLC
2014 - Present (12 years)
Axis Advisors LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration 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.
Series 63, Series 65
Barrington, RI
Income Associates
Series 65
Westport, MA
Boselah Investments
CFP®
Swansea, MA
GrowthFocus Wealth Management LLC
Series 65
Fall River, MA
Northeast Capital Management, Inc.
CFP®, CFA®
Fall River, MA
South Coast Planning & Wealth Management
South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.
Series 63, Series 65
New Bedford, MA
Yankee Investor, LLC
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