CRD: 153666
Promontory Financial Planning, LLC
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-25-2010
- Office Locations
- 7
Office Locations
About Promontory Financial Planning, LLC
Promontory Financial Planning is an independent RIA founded by CFP professional Brock Williamson and Tyra Williamson. The firm provides financial planning and retirement income planning for families, medical professionals, business owners, and executives, emphasizing low-cost advice over product sales. Client portfolios are primarily ETF-based and custodied via SEI. Brock’s planning articles on Investopedia have 250k+ views.
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Owner & Executives
BROCK DON WILLIAMSON
Chief Compliance Officer, Owner, President, Principal
- CRD
- #4876027
- Ownership
- 50% but less than 75%
TYRA WILLIAMSON
Advisor, Owner
- CRD
- #4864359
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Theresa Bond
Investment Advisor Representative
- CRD
- #7652461
ROSS MORRELL BOWEN
--
- CRD
- #4583355
Showing 2 of 12 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $319,000,000 | $559,649 |
| Non-Discretionary | $0 | -- |
| Total | $319,000,000 | $559,649 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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