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).
-
Total Assets Under Management263MILLION
-
Total Number of Accounts570ACCOUNTS
-
Average Account Value$461,404
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, ID, TX, UT
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.