Brock Williamson
Brock Williamson is a CFP-designated registered investment advisor at Promontory Financial Planning, LLC, based in Farmington, UT, with 21 years of industry experience. Brock 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
240 N. East Promontory Suite 200, Farmington, UT, 84025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Promontory Financial Planning, LLC
Previous Registrations
Sei Investments Management CORP
State Registrations3 states
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