SWITCHPOINT FINANCIAL PLANNING LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 282856
- Registered since
- May 13, 2022
- Website
- switchpointfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.08%
- Individuals6.47%
- Pension & Profit Sharing Plans0.3%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Switchpoint Financial Planning LLC is an independent RIA organized as an LLC and registered with the SEC since 2022. The firm serves individual, family and small institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements, which indicates a mix of ongoing advisory relationships and project-based work. The firm is owner-operated rather than part of a larger corporate network and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities9%
- Cash & Cash Equivalents1%
Contacts
3 of 3Beau Kemp
Lead AdvisorCRD 6969712
JAMES SWEENEY
Founder & Wealth AdvisorCRD 5964234
Kyle Wilhelm
Operations ManagerCRD 6066686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$131M in ETFs
20%
$26.2M
79%
$105M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $28.7M | 738,764 | 21.91% |
Location
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, in the West of the United States.
- Region
- West
- County
- UTAH
- Address
- 2901 W Blue Grass Blvd
- Time zone
- MT (UTC-7)
- Office locations
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