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Andrew Scott Rafal

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
437 clients
Average Client Portfolio
$439K average
Assets Under Management
$191.7M

Fee Structure

Minimum Investment:$500K
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Location

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew is a member of AJW, LLC (a holding company), AJW Capital Ventures (a holding company), AJW Advisory, LLC (inactive), Bayntree Planning Group, LLC (a state-licensed insurance agency), and RAFGREEN, LLC (real estate). He dedicates about 10-20% of his time to insurance recommendations at Bayntree Planning Group, LLC.

Employment History
Current Registrations
Bayntree Wealth Advisors, LLC
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Strategy Financial Services
November 2012 - December 2015 · 3 yrs 1 mo
Redwood Investment Management, LLC.
June 2011 - February 2013 · 1 yr 8 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.