Advisor at Benedetti Financial, Inc.
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Firm
Benedetti Financial, Inc.
Location
Mt. Juliet, TN
Credentials
Series 65
Industry experience
11 years
Christie Benedetti is a financial advisor at Benedetti Financial, Inc. with 11 years of industry experience. She holds a Series 65 designation and has worked with Benedetti Wealth Advisors, Inc. and Benedetti & Associates, CPA, Inc. outside of her current role. She has also been licensed as an insurance agent since 2008. Benedetti Financial provides investment supervisory services, financial planning, consulting, and referral services to individuals, retirement plans, charitable organizations, and businesses. The firm employs fundamental analysis and asset-allocation strategies, utilizes outside managers, and offers educational seminars and webinars, supported by its affiliation with an accounting practice.
Based on Benedetti Financial, Inc.
Financial Planning and Consulting Services fixed fees typically range from $250 to $5,000.
$0 - $100,000: 1.50% (Growth and Balanced Portfolios) $100,000+: 1.00% (Growth and Balanced Portfolios) $0 - $100,000: 0.75% (Income Portfolios) $100,000+: 0.50% (Income Portfolios)
Separate commissions received by licensed insurance agents for insurance product sales, not charged by the firm as advisory fees.
Financial Planning and Consulting Services range from $50 to $250 per hour.
Account minimum: $100,000 Fee-only: Financial Planning and Consulting Services charged on hourly basis ($50 to $250 per hour) or fixed fee basis ($250 to $5,000)
Mt. Juliet, TN
California · Tennessee · Texas
Benedetti Wealth Advisors, Inc.
2025 - Present (1 year)
Christie Benedetti
2014 - Present (12 years)
Benedetti Financial, Inc.
2014 - Present (12 years)
Benedetti & Associates, Cpa, Inc.
2006 - 2018 (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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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 66
Nashville, TN
Center Hill Wealth, LLC
Series 63, Series 65
Mount Juliet, TN
Roman Wealth Management, LLC
Series 63, Series 65, Series 66
Mt Juliet, TN
Moore Wealth Partners, LLC
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
Series 66
Nashville, TN
Christian A. Hermo LLC
Series 65
Brentwood, TN
Quants Compete
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