David Michael Goar
Investment adviser representative at Promontory Financial Planning, LLC
11 yearsExperience
1 stateRegistered in
$319MFirm assets
7 yearsFirm in business
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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
11 years in the industry.
- Promontory Financial Planning, LLCApr 2022 to now
- Goar Financial ServicesJun 2018 to now
- Purshe Kaplan Sterling InvestmentsMar 2015 to now
- Reutemann Financial Solutions, Inc.Mar 2015 to Apr 2022
- Research Financial StrategiesMar 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (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
- 5280219
- Firm CRD
- 153666