Layton, UT E Gordon Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Promontory Financial Planning, LLC
Team
Firm-wide stats for Promontory Financial Planning, LLC
About
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.
Based on Promontory Financial Planning, LLC
Expertise
Based on Promontory Financial Planning, LLC
Demographic focus
Based on Promontory Financial Planning, LLC
Location
944 E Gordon Ave
Layton UT 84040
Advisors at this office
2
Advisors at this office
Robyn S
Series 63, Series 66
Layton, UT
Promontory Financial Planning, LLC
Robyn Simons is a financial advisor at Promontory Financial Planning, LLC with 40 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc., Simons/Carrera, and Berthel Fisher & Company Financial Services, Inc. She is a committee member of the Museum of Clean, a nonprofit focused on the cleaning lifestyle and learning. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofits. The firm manages approximately $319 million in client assets, using portfolios composed of no-load mutual funds, index funds, and ETFs, and employs both fundamental and technical analysis to guide discretionary trading and asset allocation decisions.
Ron V
Series 63, Series 65
Layton, UT
Promontory Financial Planning, LLC
Ron Valentine is a financial advisor at Promontory Financial Planning, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc. and Berthel Fisher & Company Financial Services. Outside of his advisory work, he owns an insurance sales business and is involved in CPA and accounting services. Promontory Financial Planning serves individuals, trusts, small businesses, and nonprofit organizations, offering comprehensive financial planning and discretionary asset management. The firm manages approximately $319 million in client assets and uses a combination of fundamental and technical analysis to guide portfolio decisions, focusing on mutual funds, index funds, and ETFs without employing margin.
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