Bayntree Wealth Advisors, LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Bayntree Wealth Advisors, LLC charges a monthly fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $1,200/mo
“No client enrolled in monthly subscription billing will be billed more than $1,200 in fees in any six month period without the receipt of ongoing financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bayntree Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For discretionary investment management clients, Advisory Fees shall typically be billed monthly, in arrears, based upon the agreed annual percentage rate.”
- “For Lincoln Financial Group accounts, Advisory Fees shall be billed quarterly, in 10 Bayntree Wealth Advisors, LLC Form ADV Part 2A arrears, based upon the agreed annual percentage rate.”
- “Bayntree generally charges an asset management fee based on the value of the account’s assets under management (AUM) as of the close of business on the last business day of the preceding calendar period, typically billed in arrears.”
About Bayntree Wealth Advisors, LLC
- Firm size: 13 employees.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 510
- Employees
- 13
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $241,077,085
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 226708
- Phone
- (480) 494-2750
Can advise clients in 8 states: Arizona, California, Illinois, Maryland, New Mexico, Ohio, Texas, Virginia
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.