Bayntree Wealth Advisors- Financial Advisor Scottsdale, AZ

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About Bayntree Wealth Advisors

Through in-depth education, customized financial planning and undivided financial advisor attention, Bayntree Wealth Advisors will help you make the right financial decisions to put you in position to meet your income and wealth needs, and live comfortably in your retirement years.

Bayntree Wealth Advisors provides comprehensive financial planning and wealth management in Scottsdale, AZ. The Bayntree Wealth team specializes in all aspects of your financial health including retirement planning, risk management, investment advice, tax strategies and asset protection.

See Disclosures

General Information

Firm Start Year

2015

No. of Employees

10-19

Firm CRD#

226708

Insurance License#

1800013882

Name of Custodial Firm

TD Ameritrade

States Licensed in

AK, AZ, CA, CO, DE, DC, FL, ID, IL, IN, IA, KS, ME, MD, MN, MT, NE, NV, NM, NY, NC, OH, OR, TX, UT, VA, WA, WI

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Life, Health, Annuity, Disability

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Based on Assets

Education

Bachelor of Arts - Business

Miami University (OH)
1995 -1999

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest. Bayntree Wealth Advisors has an agreement with PaladinRegistry.com, paying an annual fee of $1499 to advertise their services and receive client introductions in their region.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891362/paladinregistry-Bayntree-Wealth-Advisors-detailed-disclosure.html

Disclaimer

Investment advice is offered through Bayntree Wealth Advisors, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.

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Bayntree Wealth Advisors