Axis Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Business Consulting Service – Hourly Fees The hourly fee for business consulting services is $150.00.”

Flat or project fee

$250⁠-⁠$2,500

“The fixed fee can range between $250.00 and $2,500.00.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Axis Wealth Partners, LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “The Nucleus model marketplace fees will be charged quarterly in arrears.”

How Axis Wealth Partners, LLC’s fees compare

• Its hourly rate of $150 is below the Rhode Island median of $280. None of the 15 other Rhode Island planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,500 is below the Rhode Island median of $3,625. 8% of the 13 other Rhode Island planners that publish a flat or project fee charge less.

About Axis Wealth Partners, LLC

• Principal: Da Ponte
• Firm size: 9 employees.
• Founded: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

781

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$377,380,633

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

167122

Website

axiswp.com (opens in new tab)

Phone

(401) 441-5111

Can advise clients in 5 states: Connecticut, Florida, Massachusetts, New Hampshire, Rhode Island

Other planners in East Providence that publish fees

• Blue Chip Financial Advisors, LLCEast Providence$250/hr
• Alvarez & Associates FinancialCentral Falls$200/hr, $750⁠-⁠$1,500
• Bountiful Investment Management LLCRumford$250/hr, $500⁠-⁠$5,000
• Breachway Investments, LLCCharlestown$200/hr
• Capital Wealth Management, LLCWest Warwick$500⁠-⁠$5,000, $20,000/yr
• CB Capital LLCNorth Smithfield$350/hr, $2,500⁠-⁠$7,500

Compare all 42 planners in Rhode Island