# Bayntree Wealth Advisors, LLC

> Bayntree Wealth Advisors, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 226708
- Filed as: BAYNTREE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/226708
- AdvisorCensus page: https://advisorcensus.com/firm/bayntree-wealth-advisors-llc-scottsdale-az-226708

## Quick answers

**How is Bayntree Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bayntree Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Bayntree Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bayntree Wealth Advisors, LLC located?**
Bayntree Wealth Advisors, LLC's principal office is in Scottsdale, AZ, according to its Form ADV; the May 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Bayntree Wealth Advisors, LLC registered with the SEC or a state?**
Bayntree Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 226708.

**How much does Bayntree Wealth Advisors, LLC manage?**
Bayntree Wealth Advisors, LLC reports $241,077,085 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (96% discretionary).

**How have Bayntree Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bayntree Wealth Advisors, LLC: Regulatory assets under management: $128,589,249 in the October 2021 data and $241,077,085 in the October 2026 data, up 87%. Total employees: 11 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bayntree Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (406); high net worth individuals (104).

**Which custodians does Bayntree Wealth Advisors, LLC use?**
Bayntree Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Bayntree Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/226708

**Does Bayntree Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "There is an account minimum of $100,000, which the Firm may waive at its sole discretion."

**What changed in Bayntree Wealth Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in IL, MD.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $100,000, which the Firm may waive at its sole discretion.

- Hourly rate: $500 an hour (financial planning services)

> Typically, the Firm charges either an hourly fee (up to $500 per hour), a fixed fee (up to $15,000 per consultation), or a fixed monthly fee (up to $500 per month with a minimum one year commitment) for financial planning services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $241,077,085
- Discretionary: $230,374,185
- Non-discretionary: $10,702,900

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 406 | $99,423,138 |
| High net worth individuals | 104 | $141,653,947 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 13 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, IL, MD, NM, OH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Avondale, AZ
- Oro Valley, AZ
- Peoria, AZ
- Tucson, AZ

### Websites listed on Form ADV (Item 1.I)
- [arizonaretirementadvisors.com](https://arizonaretirementadvisors.com)
- [bayntree.com](https://bayntree.com)
- [yourwealthandbeyond.com](https://yourwealthandbeyond.com)
- Facebook @bayntreewealth
- Instagram @bayntreewealth
- X @Bayntree
- YouTube @BayntreeWealthAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,589,249 | 11 | August 27, 2021 |
| October 2022 | $170,464,856 | 10 | June 2, 2022 |
| October 2023 | $171,140,596 | 11 | September 8, 2023 |
| October 2024 | $181,312,837 | 11 | June 12, 2024 |
| October 2025 | $191,705,737 | 11 | March 31, 2025 |
| October 2026 | $241,077,085 | 13 | April 20, 2026 |

Regulatory assets under management: $128,589,249 in the October 2021 data and $241,077,085 in the October 2026 data, up 87%.
Total employees: 11 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in IL, MD.

### April 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $191,705,737 to $241,077,085 (+26%).
- Changed its office addresses in Tucson, AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bayntree Wealth Advisors, LLC (CRD 226708): Form ADV filing data as of October 2026.