CB
CB

Christie Benedetti

11 Years of Experience
Mt. Juliet, TN
Sells Insurance

Christie Benedetti is a registered investment advisor at Benedetti Wealth Advisors, INC., based in Mt. Juliet, TN, with 11 years of industry experience. Christie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Financial Planning: Fees range from $50 to $250 per hour or a fixed fee ranging from $250 to $5,000, depending on the specific arrangement and complexity of the client's circumstances.
  • Consulting Services: Fees range from $50 to $250 per hour or a fixed fee ranging from $250 to $5,000, depending on the specific arrangement and complexity of the client's circumstances.
One-Time Plan:$250 - $5,000
Hourly Rate:$50 - $250/hr
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Location

Mt. Juliet, TN

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History

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.

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Other Business ActivitiesSells Insurance

Christie is an insurance agent since 2008, earning commissions on previous sales. She devotes minimal time to this business, and it is not investment related.

Employment History
Current Registrations
Benedetti Wealth Advisors, INC.
August 2025 - Present · 9 mos
Benedetti Financial, INC.
April 2014 - Present · 12 yrs 1 mo
State Registrations3 states
CATNTX
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.
Christie Benedetti - Financial Advisor | TrueAdvisor