A complete list of active advisors currently associated with Switchpoint Financial Planning LLC

Warmer can help you find a great advisor at Switchpoint Financial Planning LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Switchpoint Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.