Brian Hartstein is a ChFC-designated registered investment advisor at Bayntree Wealth Advisors, LLC, based in Scottsdale, AZ, with 31 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 437 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bayntree Wealth Advisors charges a percentage of your portfolio each year. The maximum annual advisory fee is 1.50%. Fees may be negotiable. There is a $100,000 account minimum, which may be waived. For some clients, fees for third-party managers will be paid by Bayntree from the advisory fee.
Location
7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ, 85253
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a managing partner at Anderstein LLC, a real estate/business investment firm, dedicating minimal time. He also serves as COO at Economic Concepts, Inc., a pension design firm, spending a few hours per week, and is on the advisory board for Phoenix Tax Workshop, dedicating minimal time. Brian is also a partner and board member at First Financial Resources, dedicating minimal time.
Employment History
Current Registrations
Bayntree Wealth Advisors, LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Ogilvie Security Advisors CorporationBroker
Keogler, Morgan & Company, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.