Brian Hartstein is a ChFC-designated registered investment advisor at Bayntree Wealth Advisors, LLC, based in Scottsdale, AZ, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 510 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable at the firm's discretion.
Fee Estimator
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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)
Sagepoint Financial, INC.
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.
Exams
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