Switchpoint Financial Planning LLC

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Client assets under management

$365,471,904

Clients

100

66% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$3,654,719

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

Financial planning Portfolio management Pension consulting

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning

Occupation focus

Founder/Business Owner Retired

Demographic focus

Approaching retirement

Fee options

Fixed

Financial Planning projects fixed fees typically $1,000 to $3,000

Percentage

Not applicable - fees are flat or negotiated, not tiered by asset level

Project-based

$300 per hour for additional work beyond fixed fee projects

Other

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 location

Switchpoint Financial Planning LLC

2901 W Bluegrass Blvd, Suite 200 26

Lehi UT 84048, United States

Number of offices

Most active in

Arizona

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 801.753.8538

Advisors at this firm

Beau K

CFP®, Series 65

Chandler, AZ

Switchpoint Financial Planning LLC

Beau Kemp is a CFP® with seven years of industry experience currently serving at SwitchPoint Financial Planning LLC. His prior roles include seven years at Sensible Money, LLC, and experience at Geico and Northern Arizona University. SwitchPoint Financial Planning LLC offers comprehensive financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, and business entities. The firm employs a holistic planning approach and primarily utilizes passive investment strategies through index mutual funds and ETFs.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Founder/Business Owner Retired Approaching retirement

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.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Founder/Business Owner Retired Approaching retirement

Kyle W

Series 66

Lehi, UT

Switchpoint Financial Planning LLC

Kyle Wilhelm is a financial advisor at Switchpoint Financial Planning LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Integris Wealth Management, RH Advisors, Rock House Financial, and United Planners Financial Services. 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 employs a primarily passive investment approach using index mutual funds and ETFs, managing approximately $281 million in assets across about 90 client relationships.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Founder/Business Owner Retired Approaching retirement

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