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Bayntree Wealth Advisors

Tel: 480-494-2750
7001 N. Scottsdale Road
Suite 2055
Scottsdale, AZ 85253
Bayntree Wealth Advisors | Financial Advisor in Scottsdale ,AZ

Your Dream. We Plan®

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.

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General Information

Firm Start Year:   2015
No. of Employees:   10-19
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
Number of Years with Current Firm:   8
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Businesses, Financial Planning for Individuals, Risk Management


Investment Types:   Bonds, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Insurance, Annuities
Can meet clients in the following ways:   Our Office, Our Offices, Video Conference, Phone

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Disability, Long Term Care

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Flat Fee


Bachelor of Arts  - Business   Miami University (OH)


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

Additional Detailed Disclosures



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.


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

Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 3:00 PM

Compensation Arrangements

Check Money Order
Bank Transfer

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