Benedetti Wealth Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$250/hr

“My Financial Planning fees are calculated and charged on an hourly basis, ranging from $50 to $250 per hour.”

Flat or project fee

$250⁠-⁠$5,000

“My Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $250 to $5,000, depending on the specific arrangement reached with the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Benedetti Wealth Advisors, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “We may request a retainer upon completion of my initial fact-finding session with the client.”
• “The balance is due upon completion of the plan.”
• “The client is billed in arrears on a monthly basis as earned.”

How Benedetti Wealth Advisors, Inc.’s fees compare

• Its hourly rate of $50-$250 is below the Tennessee median of $275. 3% of the 111 other Tennessee planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$5,000 spans the Tennessee median of $3,000. 43% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Benedetti Wealth Advisors, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336803

Phone

(615) 636-3047

Other planners in Tennessee that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Adkins Asset Management LLCCordova$250/hr
• Adventedge Financial, LLCApison$200/hr, $500
• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000
• Allied InvestmentsJohnson City$150/hr, Up to $2,500

Compare all 240 planners in Tennessee