PlannerFees

Promontory Financial Planning, LLC fees and pricing

Financial planner in Farmington, Utah. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 20, 2026, Promontory Financial Planning, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“The fee’s calculation is based on a non-negotiable $150 per hour rate.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Promontory Financial Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The client may terminate the Investment Advisory Agreement and receive a full refund of any investment advisory fee incurred within five business days from the date of the agreement by sending written notice to Promontory.”
  • “If the agreement is terminated prior to services being rendered for billed hours, prospective clients will be refunded for hours not used.”
  • “The hourly, non-negotiable rate charged for consulting is $150.”

How Promontory Financial Planning, LLC’s fees compare

  • Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
  • None of the 2 other planners in Farmington that publish an hourly rate charge less.

About Promontory Financial Planning, LLC

“This document serves as the contract between the Client and Promontory Financial planning, specifying the precise nature of services to be rendered by Promontory and the fees to be paid by the Client.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 12 employees.
  • Credentials named in the brochure: CFP®.
  • Founded: 2010 (16 years).

Planning areas mentioned in the brochure

  • Divorce

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
565
Employees
12
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$319,000,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
153666
Website
promontoryfp.com (opens in new tab)
Phone
(801) 513-2545

Can advise clients in 5 states: California, Colorado, Idaho, Texas, Utah

Other planners in Farmington that publish fees

Compare all 4 planners in Farmington

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.