Bayntree Wealth Advisors, LLC

Assets Under Management

$191.7M

Number of Clients

437

Number of Advisors

4

Average Client AUM

$439K

AUM per Advisor

$47.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Bayntree Wealth Advisors offers discretionary and non-discretionary investment management, focusing on income planning, risk management, and comprehensive financial planning. They also provide financial planning services, including retirement, education, and estate planning. Retirement plan consulting services are offered to ERISA and non-ERISA plans.

Fee Structure

Minimum Investment:$500K
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth
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Location

7001 North Scottsdale Road, Suite 2055, Scottsdale, AZ, 85253

4 Advisors at this firm