PROMONTORY FINANCIAL PLANNING, LLC
SEC RegisteredElevate Your Financial Perspective
About the firm
Promontory Financial Planning is a Registered Investment Advisor founded by Brock and Tyra Williamson, who began their careers at Vanguard and SEI Investments in Pennsylvania. As an independent firm, Promontory recommends strategies that are best for each client's financial plan while keeping costs low, working for their clients rather than a specific insurance or investment company.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Families, medical professionals, business owners, and executives preparing for retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 500 | $205M |
| High Net Worth Individuals | 65 | $110M |
| Charitable Organizations | 5 | $4.0M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PROMONTORY FINANCIAL PLANNING, LLC 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 the SEC or FINRA websites before making any decision.
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