Ron Valentine
Ron Valentine is a registered investment advisor at Promontory Financial Planning, LLC, based in Layton, UT, with 31 years of industry experience. Ron 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
944 E Gordon Ave, 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 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
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
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.