Benedetti Wealth Advisors offers financial planning and consulting services to individuals. Financial planning involves evaluating a client's current and future financial state to predict future cash flows and asset values. The firm provides a written report with a detailed financial plan designed to help clients achieve their financial goals. They also provide general non-securities advice on topics such as tax and budgetary planning, estate planning, and business planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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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