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David Michael Goar

Promontory Financial Planning, LLC

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About David Michael Goar

David Goar is a financial advisor with Promontory Financial Planning, LLC. He is based in Layton, Utah and is active in both the investment advisor and broker-dealer space. David has been in the industry since March 2007 and is registered in Arizona, Idaho, New Mexico and Utah. He works with individuals and businesses and has expertise in financial planning, portfolio management and insurance. David also works as a trustee for Research Financial Strategies Inc. 401(k) plan. David Michael Goar is a licensed investment advisor representative with Promontory Financial Planning, LLC. and is licensed to conduct securities business in Utah through Advisor Excel, an insurance agency.

Firm Information

David Goar is currently registered with Promontory Financial Planning, LLC. Promontory Financial Planning, LLC is an investment advisor headquartered in Salt Lake City, Utah. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They manage approximately $280 million in assets for 570 clients. The firm's client base includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

$280.00M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Goar’s Registration & Firm History

UT

04/05/2022 - Present

Promontory Financial Planning, LLC (Layton UT)

UT

03/23/2007 - 04/08/2015

UBS FINANCIAL SERVICES INC. (SOUTH OGDEN UT)

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Licenses & Designations

BOTH

Issued 04/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Michael Goar.
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