A complete list of active advisors currently associated with Promontory Financial Planning, LLC

Warmer can help you find a great advisor at Promontory Financial Planning, LLC or one who fits your needs even better.

Promontory Financial Planning is a multi-advisor registered investment adviser that serves individuals (including high-net-worth clients), trusts, small businesses, and nonprofit organizations. The firm offers comprehensive financial planning, discretionary asset management, and consultation services, managing roughly $319 million in client assets through a team of about a dozen advisors. The firm generally constructs portfolios using no-load mutual funds, index funds, and ETFs and employs a mix of fundamental and technical analysis to inform discretionary trading and asset allocation decisions; it does not use margin and tailors allocations to clients’ time horizons and risk tolerances. Promontory provides written financial plans, annual reviews, and ad hoc consultations, and it permits clients to impose investment restrictions while maintaining standard custodial reporting and fee deduction practices. Promontory is notable among peers because several advisers are licensed insurance agents and the firm permits commissionable insurance and mutual-fund sales, with disclosures and consent procedures to address the resulting conflicts of interest. It also maintains an affiliated accounting/tax practice that provides client tax services and includes advisers with niche capabilities (for example, senior/Medicaid planning and use of a model trading/research platform), which broadens the firm’s service mix beyond what many multi-team advisers provide.

To learn more about the advisors currently working at Promontory Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.