Baynes Financial LLC

RIASEC Registered

Total AUM

$3.7M

Discretionary

0% of AUM

Avg account

$368K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Rancho Cucamonga, California
CRD number: 307768
Website: baynesfinancial.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans83.25%
Individuals16.75%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Baynes Financial LLC is an independent, individually owned advisory firm organized as an LLC. The firm serves both individual/family and institutional clients and operates as a capital allocator—sourcing and placing client assets with third-party managers in addition to managing portfolios directly. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and client education through publications and workshops. Compensation is flexible: the firm uses asset-based fees alongside hourly charges and fixed-fee engagements. Baynes Financial does not identify as an active ESG investor.