Switchpoint Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$365,471,904
Clients
100
Advisors
2
of 3 employees
About
SwitchPoint Financial Planning LLC is an SEC-registered, fee-only advisory firm that serves individuals (including high-net-worth clients) and employer plan sponsors, managing roughly $367 million in client assets with a three-advisor team. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, retirement plan consulting, and project/hourly planning services.
The firm’s investment approach is primarily passive, building diversified asset-class allocations using index mutual funds and exchange-traded funds and integrating non-managed assets (such as employer retirement plans, stock options, and real estate) into clients’ overall financial plans. For managed accounts SwitchPoint typically operates under discretionary authority and implements client-specific investment policy statements; it does not provide written performance reports to investment management clients.
Operationally, SwitchPoint departs from many peers by using complexity-based, flat fees for its comprehensive planning and management services rather than relying primarily on percentage-of-AUM billing, and it also offers ERISA-focused retirement plan consulting when acting as a plan fiduciary. The firm recommends Charles Schwab for custody and discloses receipt of Schwab institutional services (a potential conflict of interest), uses standing letters of authorization for transfers where appropriate, and leaves proxy voting responsibility with clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Planning projects fixed fees typically $1,000 to $3,000
Not applicable - fees are flat or negotiated, not tiered by asset level
$300 per hour for additional work beyond fixed fee projects
Minimum fee: $2,400 per year minimum for Retirement Plan Consulting Fee-only: Comprehensive Financial Planning and Investment Management: $6,800 to $30,000 per year flat fee; Investment Management Only: 1.5% annually; Retirement Plan Consulting: flat fee with minimum $2,400/year; Hourly Planning and Project Fees: $300/hour or fixed fee $1,000-$3,000
Main office
2901 W Bluegrass Blvd, Suite 200 26
Lehi UT 84048
Advisors at this office
2
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James S
CFP®, Series 66
Lehi, UT
Switchpoint Financial Planning LLC
James Sweeney is a CFP® and Series 66-registered advisor at SwitchPoint Financial Planning LLC with 13 years of industry experience. He has been with SwitchPoint since 2016. SwitchPoint Financial Planning LLC provides comprehensive financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses a holistic planning process and primarily implements portfolios through a passive approach using index mutual funds and ETFs.
Kyle W
Series 66
Lehi, UT
Switchpoint Financial Planning LLC
Kyle Wilhelm is a financial advisor with SwitchPoint Financial Planning LLC in Lehi, UT, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at Integris Wealth Management, RH Advisors, Rock House Financial, United Planners Financial Services, and Knox Capital Advisors. SwitchPoint Financial Planning LLC is an SEC-registered, fee-only advisory firm serving individuals, including high-net-worth clients, and employer plan sponsors. The firm emphasizes a primarily passive investment approach using diversified asset-class allocations and offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting.
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