Theresa Bond is a registered investment advisor at Promontory Financial Planning, LLC, based in Layton, UT, with 3 years of industry experience. Theresa 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
1826 East 3100 North, Suite A, Layton, UT, 84040
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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 Activities
Theresa receives renewals from her business with Legacy Financial. She is also an employee of Goar Financial Services.
Employment History
Current Registrations
Promontory Financial Planning, LLC
Previous Registrations
Aegis Wealth Management, INC.
Simple Financial, 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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