Robyn Simons
Robyn Simons is a registered investment advisor at Promontory Financial Planning, LLC, based in Layton, UT, with 39 years of industry experience. Robyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 570 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Promontory Financial Planning manages investments on a discretionary basis, charging no more than 2% annually. The specific fee and any reductions are detailed in the Investment Advisory Services Agreement. Fees are deducted from client accounts quarterly by the custodian. There is a minimum account value of $100,000 for asset management services, but this may be waived in select situations.
Location
944 E Gordon Ave, Layton, UT, 84040
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2020Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Robyn is an insurance agent for Valentine Insurance and Rob Simons, Inc. since 1986, selling health and fixed insurance, and a committee member for the Museum of Clean since 2017, dedicating minimal time to each activity.
Employment History
Current Registrations
Promontory Financial Planning, LLC
Previous Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
Zions Investment Securities, INC.Broker
First Union Securities, INC.Broker
Financial Network Investment CorporationBroker
First Security Van Kasper, INC.Broker
First Security Investor Services, INC.Broker
Locust Street Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.