PROMONTORY FINANCIAL PLANNING, LLC
Farmington, UT
AUM
$319.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-513-2545
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5 advisers found
LANDMARK WEALTH ADVISORS, LLC
Farmington, UT
AUM
$135.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-295-8700
FAMILY WEALTH ADVISORS
Farmington, UT
AUM
$45.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-447-4656
Full profileNo website
WMW MANAGEMENT, INC.
Farmington, UT
AUM
$27.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
801-451-9500
Full profileNo website
DAVID RUSSELL FJELDSTED
Farmington, UT
AUM
$2.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-447-9392
Full profileNo website