Promontory Financial Planning, LLC

Promontory Financial Planning, LLC (CRD# 153666) is a financial advisory firm headquartered in , . They manage $263,000,000 in 570 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $461,404
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, ID, TX, UT

Financial Advisors at Promontory Financial Planning, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Ross M. Bowen
CRD#: 4583355
255 S Main Street A-155, Logan, UT 84321

Ross Bowen (CRD# 4583355) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Logan, UT and has over 21 years of experience in the finance industry.

2
Paul O. Gelormini
CRD#: 2066089
4966 El Camino Real Ste 121, Los Altos, CA 94022

Paul Gelormini (CRD# 2066089) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Los Altos, CA and has over 28 years of experience in the finance industry.

3
David M. Goar
CRD#: 5280219
1826 East 3100 North, Suite A Layton, Utah 84040, Layton, UT 84025

David Goar (CRD# 5280219) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Layton, UT and has over 16 years of experience in the finance industry.

4
John D. Houck
CRD#: 250809
499 Spanish Fields Drive, Spanish Fork, UT 84660

John Houck (CRD# 250809) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Spanish Fork, UT and has over 36 years of experience in the finance industry.

5
Weldon J. Reeves
CRD#: 2878694
15150 Middlebrook Dr., Houston, TX 77058

Weldon Reeves (CRD# 2878694) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Houston, TX and has over 26 years of experience in the finance industry.

6
Robyn D. Simons
CRD#: 1538638
944 E Gordon Ave, Layton, UT 84040

Robyn Simons (CRD# 1538638) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Layton, UT and has over 35 years of experience in the finance industry.

7
Ron R. Valentine
CRD#: 2517387
944 E Gordon Ave, Layton, UT 84040

Ron Valentine (CRD# 2517387) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Layton, UT and has over 29 years of experience in the finance industry.

8
Brock D. Williamson
CRD#: 4876027
Farmington, UT

Brock Williamson (CRD# 4876027) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Farmington, UT and has over 19 years of experience in the finance industry. Brock Williamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Tyra Williamson
CRD#: 4864359
Farmington, UT

Tyra Williamson (CRD# 4864359) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Farmington, UT and has over 19 years of experience in the finance industry.

10
Jon Aaron Paulsen
CRD#: 5534292
Farmington, UT

Jon Aaron Paulsen (CRD# 5534292) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Farmington, UT and has over 15 years of experience in the finance industry.

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