Promontory Financial Planning, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

153666

SEC number

801-114494

Firm type

RIA

Assets under management

$319.0M as of Feb 20, 2026

Website

www.promontoryfp.com ↗

Phone

801-513-2545

Address

240 N. East Promontory Suite 200, Farmington, UT, 84025

Advisors at this firm

12 in our index · page 1 of 1

• Ross Morrell BowenCRD 4583355 · Logan, UT
  IA Registered
  Disclosure event(s) on record
• Theresa BondCRD 7652461 · Layton, UT
  IA Registered
• Paul Otto GelorminiCRD 2066089 · Los Altos, CA
  IA RegisteredBroker
• David Michael GoarCRD 5280219 · Layton, UT
  IA RegisteredBroker
• John Dudley HouckCRD 250809 · Spanish Fork, UT
  IA RegisteredRegistration inactive
• Emily LangeveldCRD 7972518 · Farmington, UT
  IA Registered
• Jon Aaron PaulsenCRD 5534292 · Farmington, UT
  IA Registered
• Robyn D SimonsCRD 1538638 · Layton, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• William Elton SandbergCRD 7143826 · Farmington, UT
  IA Registered
• Ron Robertson ValentineCRD 2517387 · Layton, UT
  IA RegisteredRegistration inactive
• Brock Don WilliamsonCRD 4876027 · Farmington, UT
  IA Registered
• Tyra WilliamsonCRD 4864359 · Farmington, UT
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.