Matthew Sweet is a CFP-designated registered investment advisor at Axis Wealth Partners, LLC, based in Whitinsville, MA, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 704 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Location
100 Main St #104, Whitinsville, MA, 01588
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is a tax preparer at Good Counsel Tax Service, Inc. since 2010. He also raises livestock at Heritage Park Farm, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Axis Wealth Partners, LLC
Previous Registrations
Randall Financial Group, LLC
State Registrations3 states
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