Brock Don Williamson
Investment adviser representative at Promontory Financial Planning, LLC
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$319MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Promontory Financial Planning, LLCJul 2015 to now
- Sei Investments Management CorpJul 2004 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (ID, TX, UT).
Promontory Financial Planning, LLC
$319MAssets managed
570Clients
12Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4876027
- Firm CRD
- 153666