Generally i agreed with your buddy. If you want a “1 size fits all” solution. Go with root flare.
The reality is a little more complex though.
There are many factors that can have an effect on planting depth.
-species/type of rootstock and scion. And their properties.
-aeration of your soil. (soil with bad aeration/drainage. Are bad for planting deeper. Since the roots that are used to a decent amount of oxygen/air could die back when planted to deep in soils with little aeration)
-age of the trunk. Older trunks generally handle being planted deeper worse than your rootstocks/whips. (1-2 year old trees)
-quality of the nursery you bought the tree from. (some nursery’s graft to high or to low. And on young tree’s you could correct this by planting deeper/higher)
-younger tree’s often don’t have an obvious rootflare…
Planting deeper.
A lot of the fruit tree rootstocks used root readily. So can be planted deeper. (quince, apple rootstocks, basically rootstocks that come from stoolbeds/cuttings)
why plant deeper?
For multiple reasons this can be a good idea. (but isn’t always)
If you have very dry but well aerated soil. Planting deeper moves the roots of the young tree in a deeper zone that dries out slower.
Some rootstocks have less desirable “above ground” properties. Think the apple rootstocks M26 and MM111. They easily form burrknots. So if your MM111 tree is grafted high. It might be worth planting deeper (if age and soil allow it). So that the graft union is roughly 2-4" above ground or mulch level.
Some rootstocks from tissue culture root readily. (WUR766 sloe and VVA-1 for plums/apricots/peaches and probably gisella 6 for cherry for example). And should be planted a little deeper. So there is some rootstock shank below ground. This however should be done by the nursery. It’s often important for those rootstocks to have some rootstock shank below ground level. However if transplanting tissueculture plants often they don’t have any rootstock shank below soil level. Due to how TC works. This is however a more rare occurrence, For most nursery bought fruit tree’s. (since there aren’t that many rootstocks from TC and nursery’s usually (or should) plant those TC plugs a little deeper)
Dwarfing effect of rootstock.
Some of the more dwarfing rootstocks become more dwarfing the more of the rootstock shank is above ground. This might be a desired effect. But might make the tree have to low vigor. If read a few experiments of planting deeper/grafting higher on M9 rootstocks. There where clear effects. But not super big. So I’m not sure as a home grower we should bother to much with this effect.
When to not plant to lower the graft union (even though the rootstock would allow it)
Some scion varieties have less desirable properties. (think cox orange susceptibility to Neonectria ditissima - Wikipedia)
So these varieties have been grafted high. So there is more trunk-length of the rootstock instead of the scion variety. To lower problems with cankers on the trunk. Here the graft union is purposefully very high on the stem. Would be quite rare again for nursery bought fruit tree’s.
When to plant higher.
Simply if the nursery has planted to deep. Or up-potted to deep. Or grafted to low.
If the graft union is buried or to low to ground level (and you don’t want an own root tree)
You could plant a little higher, if it’s from a stoolbed/cutting rootstock tree. And enough rootstock shank/trunk remains below ground and most of the roots remain below ground. (you can often loose a few of the top roots this way)
Some fruit tree rootstocks are sown or don’t root from the stem.
Things like pear seedlings. These has a very clear differentiation between above ground and below ground tissues. Planting these deeper can lead to the stem rotting. Or planting to high leads to the “taproot” trunk part drying out. These have a very clear rootflare/tissue difference between the part that’s supposed to go below ground/above ground. If planted to low by the nursery. You can correct it by planting a little higher.
Generally anything that has a rootstock that’s not from a stoolbed/cutting should be planted at rootflare.
on average true. However there are exceptions.
- for rootstocks with less desirable properties (burrknots like MM111) planting deeper to have the graft union 2-4" above soil level is generally a good idea.
- when you want the fruit tree to own root. You need to burry the graft union
- see above for when to plant deeper etc
In this picture. On the left is a quince rootstock (for pears,quince meddlar etc) I’m comfortable planting that with the soil line anywhere between the bottom and top red arrow.
On the right is a pear seedling rootstock. I would only plant that at the red arrow. Not higher or lower.
Another thing to consider when planting is circling roots. Im not sure everyone agrees. But i always look at the roots and prune when roots are circling.
These roots circling might become a problem later on.
Here you see a rootstock in the back. And the cut of problematic roots in the front.