Ron Valentine
Ron Valentine is a registered investment advisor at Promontory Financial Planning, LLC, based in Layton, UT, with 32 years of industry experience. Ron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Promontory Financial Planning charges no more than 2% annually for accounts. Fees and account minimums may be negotiable based on portfolio size, aggregate amount invested, and the simplicity of the asset allocation or services required.
Fee Estimator
Location
944 E Gordon Ave, Layton, UT, 84040
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ron is involved in several outside business activities. He owns an insurance sales business, is the principal of a CPA services firm, a general partner in a real estate rental company, and the Vice President of an accounting and engineering company.
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 CORPBroker
Royal Alliance Associates, INC.Broker
Allstate Financial Services, LLCBroker
Aul Equity Sales CORP.Broker
American United Life Insurance CompanyBroker
Wma Securities, INC.Broker
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.
Exams
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