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 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
1826 East 3100 North, Suite A Layton, Utah 84040, Layton, UT, 84025
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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
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.