Advisor at Benedetti Financial, Inc.
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
Benedetti Financial, Inc.
Location
Santa Maria, CA 93455
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Financial Planning and Consulting Services fixed fees typically range from $250 to $5,000
$0 - $100,000: 1.50% $100,001+: 1.00% $0 - $100,000: 1.50% $100,001+: 1.00% $0 - $100,000: 0.75% $100,001+: 0.50%
Related persons are licensed insurance agents or brokers and may receive commissions for implementing insurance products; separate from advisory fees
Financial Planning and Consulting Services fees range from $50 to $250 per hour
Fee-only: Financial Planning fees: $50 to $250 per hour; Fixed fees typically $250 to $5,000; Consulting Services fees: $50 to $250 per hour; Fixed fees typically $250 to $5,000
County of Santa Barbara
2018 - 2024 (6 years)
Benedetti Financial, Inc.
2016 - Present (10 years)
Benedetti & Assoc, CPA, Inc.
2000 - Present (26 years)
Benedetti, Trent J
1987 - 2016 (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Santa Maria, CA
Edward Jones
Series 66
Nipomo, CA
Edward Jones
Series 63, Series 65
Nipomo, CA
Merrill
Brett Zimmer is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients on the Central Coast since 1986. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. Brett holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned his Bachelor of Science degree in Business Administration from Cal Poly State University in San Luis Obispo, CA. Brett has lived on the Central Coast since 1980, where he and his wife, Karen, have raised their four children. In addition to his professional work, Brett serves on the board of his local church. He enjoys a variety of sports and outdoor activities including baseball, football, golfing, hiking, racquetball, swimming, and table tennis.
Series 66
Santa Maria, CA
Edward Jones
Series 63, Series 65
Santa Maria, CA
X Advisors, LLC
Series 63, Series 66
Santa Maria, CA
Monarch Wealth Strategies
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