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Andrew Scott Rafal

Bayntree Wealth Advisors, LLC

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About Andrew Scott Rafal

Andrew Rafal is an Investment Advisor Representative with Bayntree Wealth Advisors, LLC. Andrew Rafal is licensed in Arizona and Texas. Andrew Rafal has been in the industry for 12 years, and holds a Series 65 license. Andrew Rafal specializes in financial planning, portfolio management for individuals, and providing educational seminars. Bayntree Wealth Advisors, LLC offers a variety of services including financial planning, portfolio management for individuals, and selection of other advisors. Andrew Rafal has experience working with high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Andrew Rafal is currently registered with Bayntree Wealth Advisors, LLC. Bayntree Wealth Advisors, LLC is a Scottsdale, AZ-based registered investment advisor that provides financial planning, portfolio management, and educational seminars. The firm manages approximately $181.3 million in assets for 1,019 accounts, including individuals, high-net-worth individuals, and other entities. They are also able to select other advisers for their clients. Bayntree Wealth Advisors, LLC has 4 licensed agents, 5 investment adviser representatives, and 5 investment advisory functions.
Bayntree Wealth Advisors, LLC

7001 NORTH SCOTTSDALE ROAD

SCOTTSDALE, AZ 85253

$181.31M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Rafal’s Registration & Firm History

AZ

11/24/2015 - Present

Bayntree Wealth Advisors, LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 06/17/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Scott Rafal.
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