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 12 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 4 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 10 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 14 years of experience in the finance industry.

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