David Michael Goar
Investment Adviser Representative at Promontory Financial Planning, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Michael Goar is an investment adviser representative with Promontory Financial Planning, LLC in Layton, UT, where they have been registered since 2022. They have worked in the securities industry since 2007 and have been registered with 3 firms, including Research Financial Strategies and UBS Financial Services Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Utah.
Registrations & licenses
- Investment adviser:
- Utah
- Broker:
4 states and territories
Arizona, Idaho, New Mexico, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Research Financial StrategiesMar 2015 – Jun 2018Ogden, UT
- Purshe Kaplan Sterling InvestmentsMar 2015 – no end date reportedAlbany, NY
- Reutemann Financial Solutions, Inc.Mar 2015 – Apr 2022Rockville, MD
- GOAR Financial ServicesJun 2018 – no end date reportedLayton, UT
- Promontory Financial PlanningApr 2022 – no end date reportedFarmington, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Promontory Financial Planning, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, retirement planning, investment management, Medicare guidance (including Advantage and Supplement plans), long-term care planning, coordinating Medicare with employer coverage, and portfolio construction utilizing investment partners such as SEI, Vanguard, JP Morgan, Berkshire Hathaway, Charles Schwab, Blackstone, American Funds, and CAZ Investments.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Farmington, UT
- SEC file number:
- 801-114494
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 20, 2026
View full firm profileOther advisors at Promontory Financial Planning, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Michael Goar has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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