PROMONTORY FINANCIAL PLANNING, LLC
  • PROMONTORY FINANCIAL PLANNING, LLC
  • GOAR FINANCIAL SERVICES
  • PROMONTORY FINANCIAL PLANNIG, LLC
  • PREMIER FINANCIAL PLANNING

Adviser Profile

As of Date 02/20/2026
Registration SEC, Approved, 01/28/2019
Other registrations (5)
ADV Location FARMINGTON, UT, United States
Contact Info 801 xxxxxxx
Websites
AUM* 319,000,000 21%
of that, discretionary 319,000,000 21%
Number of Employees 12 20%
of those in investment advisory functions 12 20%
Private Fund GAV* 0
Avg Account Size 559,649 21%
% High Net Worth 11.40%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

319M 273M 228M 182M 137M 91M 46M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.5b #Funds-
Adviser MELIA WEALTH LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM560.1m #Funds-
Adviser RETIREMENT FINANCIAL GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM185.9m #Funds-
Adviser VSM WEALTH ADVISORY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM677.5m #Funds-
Adviser SUMMIT INVESTMENT ADVISORY SERVICES Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM745.8m #Funds-
Adviser NOVA FINANCIAL SERVICES Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM469.4m #Funds-
Adviser MEYER CAPITAL MANAGEMENT LLC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM190.8m #Funds-
Adviser VIRTUS FINANCIAL GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM24.7m #Funds-
Adviser REVERE WEALTH MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM78.3m #Funds3
Adviser STERLING MANOR FINANCIAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM201.0m #Funds-