A complete list of active advisors currently associated with Baynes Financial LLC

Warmer can help you find a great advisor at Baynes Financial LLC or one who fits your needs even better.

Baynes Financial LLC provides investment advisory, financial planning, coaching, and insurance-related services to individuals, high‑net‑worth clients, small businesses, corporations, and qualified retirement plans including pension and profit‑sharing plans. The firm offers portfolio management guided by individual investment policy statements and also delivers education through articles and email newsletters. The firm generally operates on a non‑discretionary basis, preparing tailored investment policy statements and obtaining client approval before executing transactions, and it uses a mix of fundamental and technical analysis (including charting and cyclical studies) when constructing portfolios; it may also recommend third‑party managers or the Orion Portfolio Solutions program for portions of client assets. Financial planning and coaching engagements are offered on subscription, fixed‑fee, or hourly bases, with periodic reviews and client reporting. Distinctive for a solo independent adviser, the firm maintains publications and runs public educational seminars and workshops, and it provides ERISA 3(21) limited‑scope fiduciary services and pension/profit‑sharing plan consulting — services that are less common among peers of this size. The firm’s principal has an affiliated insurance business and receives commission income from insurance sales (a disclosed potential conflict of interest), and the firm emphasizes disclosures and procedures to mitigate those conflicts while serving a relatively small client roster with primarily non‑discretionary AUM.

To learn more about the advisors currently working at Baynes Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Quincy Baynes	Rancho Cucamonga, CA	14

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