# PROMONTORY FINANCIAL PLANNING, LLC

PROMONTORY FINANCIAL PLANNING, LLC of FARMINGTON, UT is an SEC-registered investment adviser.

## Registration

- CRD: 153666
- Type: SEC-registered investment adviser
- SEC file number: 801-114494
- Location: 240 N. EAST PROMONTORY SUITE 200, FARMINGTON, UT, 84025
- Phone: 801-513-2545
- Latest filing: 2026-02-20
- Regulatory AUM: $319.0M
- Discretionary AUM: $319.0M
- Clients: 12
- Accounts: 570

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Tyra Williamson | OWNER/ADVISOR | — |
| Brock Don Williamson | PRESIDENT/OWNER/CCO | — |
| WILLIAMSON TYRA | OWNER/ADVISOR | — |
| WILLIAMSON BROCK DON | PRESIDENT/OWNER/CCO | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2011-08-04 | regulatory | THE DIVISION ALLEGED THAT BOWEN ACTED AS AN UNLICENSED INVESTMENT ADVISER REPRESENTATIVE IN VIOLATION OF SECTION 61-1-3(3)(A) OF THE UTAH UNIFORM SECURITIES ACT | Final | $10K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153666/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153666/similar
- Related entities: https://search.stillhousedata.com/firm/153666/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153666

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.