Jon Paulsen is a registered investment advisor at Promontory Financial Planning, LLC, based in Farmington, UT, with 3 years of industry experience. Jon 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
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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
Farmington, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Promontory Financial Planning, LLC
State Registrations1 state
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