Promontory Financial Planning, LLC

Promontory Financial Planning, LLC (CRD# 153666) is a financial advisory firm headquartered in , . They manage $64,000,000 in 241 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $265,560
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
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.

AZ, CA, CO, ID, UT

Financial Advisors at Promontory Financial Planning, LLC
Showing 1 - 9 of 9 top financial advisors.
1
John D. Houck
CRD#: 250809
240 Ne Promontory, Suite 200, Farmington, UT 84025
96
Wealthminder
score

John Houck (CRD# 250809) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Farmington, UT and has over 30 years of experience in the finance industry.

2
Brock D. Williamson
CRD#: 4876027
Farmington, UT
96
Wealthminder
score

Brock Williamson (CRD# 4876027) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Farmington, UT and has over 13 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.

3
Danny S. Sherwood
CRD#: 2645939
8817 S Redwood Rd Suite B1, West Jordan, UT 84088
93
Wealthminder
score

Danny Sherwood (CRD# 2645939) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in West Jordan, UT and has over 6 years of experience in the finance industry.

4
Ron R. Valentine
CRD#: 2517387
944 E Gordon Ave, Layton, UT 84040
93
Wealthminder
score

Ron Valentine (CRD# 2517387) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Layton, UT and has over 23 years of experience in the finance industry.

5
Tyra Williamson
CRD#: 4864359
Farmington, UT
93
Wealthminder
score

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

6
David J. Hutmacher
CRD#: 4288303
Scottsdale, AZ
90
Wealthminder
score

David Hutmacher (CRD# 4288303) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Scottsdale, AZ and has over 4 years of experience in the finance industry.

7
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 12 years of experience in the finance industry.

8
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.

9
Robyn D. Simons
CRD#: 1538638
944 E Gordon Ave, Layton, UT 84040
71
Wealthminder
score

Robyn Simons (CRD# 1538638) 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.