David
Goar
Promontory Financial Planning, LLC
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About this Advisor
David Goar is a financial advisor operating out of Farmington, Utah, who has 1 year of relevant experience. Goar is currently employed by Promontory Financial Planning, LLC. The advisor has gained experience at Ubs Financial Services Inc, Research Financial Strategies, Purshe Kaplan Sterling Investments, Reutemann Financial Solutions, Inc, Goar Financial Services and Promontory Financial Planning. Goar holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Utah. Promontory Financial Planning, LLC is a firm with a branch in Farmington, Utah. It has offices in six locations and a total of 10 employees. It controls $245 million in total assets among its 560 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 560 customer accounts, just 12% belong to high-net-worth individuals who have at least $1 million in investable assets. Promontory Financial Planning, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees depend on which services the firm provides the client. However, fee types billed by Promontory Financial Planning, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Promontory Financial Planning, LLC Brokerage Details
$245,000,000
10
560
$437,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Goar Work History
David has been registered as a financial advisor for 1 years.*
Promontory Financial Planning
Goar Financial Services
Purshe Kaplan Sterling Investments
Research Financial Strategies
Reutemann Financial Solutions, Inc
Ubs Financial Services Inc
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Goar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Promontory Financial Planning, LLC
Farmington, UT
Spanish Fork, UT
Logan, UT
Layton, UT
Layton, UT
Farmington, UT
Farmington, UT
Farmington, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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