Bayntree Wealth Advisors, LLC

Bayntree Wealth Advisors, LLC (CRD# 226708) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $70,495,924 in 432 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $163,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NM, TX

Financial Advisors at Bayntree Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian D. Hartstein
CRD#: 2496816
6720 North Scottsdale Road, Suite 340, Scottsdale, AZ 85253
96
Wealthminder
score

Brian Hartstein (CRD# 2496816) is an Investment Advisor Representative working at Bayntree Wealth Advisors, LLC in Scottsdale, AZ and has over 23 years of experience in the finance industry.

2
Andrew S. Rafal
CRD#: 5602416
6720 North Scottsdale Road, Suite 340, Scottsdale, AZ 85253
93
Wealthminder
score

Andrew Rafal (CRD# 5602416) is an Investment Advisor Representative working at Bayntree Wealth Advisors, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

3
Christopher J. Roger
CRD#: 6590952
6720 North Scottsdale Road, Suite 340, Scottsdale, AZ 85253
89
Wealthminder
score

Christopher Roger (CRD# 6590952) is an Investment Advisor Representative working at Bayntree Wealth Advisors, LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.

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