David Goar
David Goar is a registered investment advisor at Promontory Financial Planning, LLC, based in Layton, UT, with 19 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. 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
1826 East 3100 North, Suite A Layton, Utah 84040, Layton, UT, 84025
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
David is an investment adviser representative with Promontory Financial Planning, dedicating nearly full-time hours to this role. He is also an agent/representative for Advisor Excel, discussing fixed insurance needs with clients for about 10-20% of his time, and a trustee for Research Financial Strategies Inc.'s 401(k) plan, spending minimal time on this.
Employment History
Current Registrations
Promontory Financial Planning, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Research Financial Strategies
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations4 states
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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