Bayntree Wealth Advisors, LLC

Bayntree Wealth Advisors, LLC (CRD# 226708) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $33,208,892 in 261 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $127,237
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, 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 22 years of experience in the finance industry.

2
Steven Y. Chau
CRD#: 5825483
6720 North Scottsdale Road, Suite 340, Scottsdale, AZ 85253
90
Wealthminder
score

Steven Chau (CRD# 5825483) is an Investment Advisor Representative working at Bayntree Wealth Advisors, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry. Steven Chau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew S. Rafal
CRD#: 5602416
6720 North Scottsdale Road, Suite 340, Scottsdale, AZ 85253
90
Wealthminder
score

Andrew Rafal (CRD# 5602416) is an Investment Advisor Representative working at Bayntree Wealth Advisors, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry.

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