Benedetti Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$98,453,642
Total clients
17
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
9
Average account size
$5,791,391
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Benedetti Financial, Inc.
2151 S. College Dr, Ste 101
Santa Maria CA 93455, United States
Number of offices
2
Forms ADV
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