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
East Providence, RI 02914
Credentials
CFP®, Series 65
Industry experience
2 years
Marc Bastien is a CFP® and holds a Series 65 license with two years of experience in the financial industry. He is currently with Axis Wealth Partners, LLC and also operates Good Counsel Tax Service, Inc., a tax preparation business. Prior to joining Axis Wealth Partners, he worked at Randall Financial Group, LLC and has experience in other industries including healthcare and manufacturing. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily uses a passive investment approach with diversified portfolios of index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.
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
400 Massasoit Avenue, Suite 112
East Providence, RI 02914
Massachusetts · Rhode Island
Axis Wealth Partners, LLC
2024 - Present (2 years)
Randall Financial Group, Llc
2023 - 2024 (1 year)
Good Counsel Tax Service Inc.
2022 - Present (4 years)
Silgan Dispensing
2017 - 2021 (4 years)
CVS health
2017 - 2017 (1 year)
Case Facilities Management Solutions
2017 - 2017 (1 year)
Work Hiatis
2016 - 2016 (1 year)
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 65, Series 66
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Series 63, Series 65
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