Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,869 clients
Average Client Portfolio
$538K average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1485 Lexington Ave., Mansfield, OH, 44907
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Regulatory History
Clean regulatory record
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
Joshua is the owner of J.D. Paletta & Associates, LLC, working as a financial advisor and wealth coach, dedicating about a quarter of his time. He also coaches a faith-based wealth coaching course and owns a homestead farm raising sheep and other animals.
Employment History
Current Registrations
Lexaurum Advisors
September 2025 - Present · 6 mos
Previous Registrations
Whitaker-Myers Wealth Managers, LTD.
April 2023 - October 2025 · 2 yrs 6 mos
Almanack Investment Partners
August 2021 - April 2023 · 1 yr 8 mos
The Huntington Investment CompanyBroker
June 2018 - September 2020 · 2 yrs 3 mos
Huntington Financial Advisors
June 2018 - September 2020 · 2 yrs 3 mos
J.P. Morgan Securities LLC
September 2015 - May 2018 · 2 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2018 · 5 yrs 7 mos
Chase Investment Services CORP.Broker
December 2008 - October 2012 · 3 yrs 10 mos
State Registrations2 states
KSTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.