Promontory Financial Planning, LLC

Promontory Financial Planning, LLC (CRD# 153666) is a financial advisory firm headquartered in , . They manage $47,700,000 in 178 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $267,978
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Promontory Financial Planning, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Brock D. Williamson
CRD#: 4876027
Farmington, UT
93
Wealthminder
score

Brock Williamson (CRD# 4876027) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Farmington, UT and has over 12 years of experience in the finance industry.

2
Tyra Williamson
CRD#: 4864359
,
93
Wealthminder
score

Tyra Williamson (CRD# 4864359) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in , and has over 13 years of experience in the finance industry.

3
Danny S. Sherwood
CRD#: 2645939
8817 S Redwood Rd Suite B1, West Jordan, UT 84088
90
Wealthminder
score

Danny Sherwood (CRD# 2645939) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in West Jordan, UT and has over 5 years of experience in the finance industry.

4
Francis J. Burkley
CRD#: 5037490
8817 S Redwood Rd Suite B1, West Jordan, UT 84088
81
Wealthminder
score

Francis Burkley (CRD# 5037490) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in West Jordan, UT and has over 11 years of experience in the finance industry.

5
Ross M. Bowen
CRD#: 4583355
255 S Main Street A-155, Logan, UT 84321
73
Wealthminder
score

Ross Bowen (CRD# 4583355) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Logan, UT and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.