William Sandberg
William Sandberg is a registered investment advisor at Promontory Financial Planning, LLC, based in Farmington, UT, with 6 years of industry experience. William 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
240 N. East Promontory Suite 200, Farmington, 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
William is the Managing Principal of Sand Sure Agency, LLC, an insurance agency offering funeral insurance policies, dedicating minimal time. He is also the Managing Principal and President of Fortified Benefits LLC, DBA Utah Senior Planning, which sells Medicare insurance and provides public benefits assistance, taking about a quarter of his time.
Employment History
Current Registrations
Promontory Financial Planning, LLC
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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