Switchpoint Financial Planning LLC

Switchpoint Financial Planning LLC (CRD# 282856) is a financial advisory firm headquartered in Lehi, UT. They manage $227,356,165 in 472 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2901 W Bluegrass Blvd, Suite 200 - 26, Lehi, UT 84043
http://switchpointfinancial.com/
By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $481,687
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Switchpoint Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Sweeney, financial advisor Lehi UT
James R. Sweeney
CRD#: 5964234
2901 W Bluegrass Blvd, Suite 200 - 26, Lehi, UT 84043

James Sweeney (CRD# 5964234) is an Investment Advisor Representative working at Switchpoint Financial Planning LLC in Lehi, UT and has over 12 years of experience in the finance industry.

2
Kyle Wilhelm, financial advisor Lehi UT
Kyle D. Wilhelm
CRD#: 6066686
2901 W Bluegrass Blvd, Suite 200 - 26, Lehi, UT 84043

Kyle Wilhelm (CRD# 6066686) is an Investment Advisor Representative working at Switchpoint Financial Planning LLC in Lehi, UT and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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