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Advisor

Beau Kemp

Switchpoint Financial Planning LLC · Chandler, Arizona

Beau Kemp is a fee-only financial advisor at Switchpoint Financial Planning LLC in Chandler, Arizona, who holds the CFP credential. Switchpoint Financial Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmSwitchpoint Financial Planning LLC
Based in Chandler, Arizona
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$367.1M across 525 accounts
CredentialsCFP
Firm size3 employees
LinkedInProfile

How Beau's firm compares

  • Switchpoint Financial Planning LLC's average account is about $699,000, from its Form ADV (assets managed divided by 525 accounts).

What fee-only advisors charge in Arizona

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Questions about Beau

Is Beau Kemp a fee-only financial advisor?

Yes. Beau Kemp is listed in the XY Planning Network directory (XYPN members are fee-only).

How does Beau charge for financial advice?

Beau's firm, Switchpoint Financial Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Beau Kemp based?

Beau Kemp is based in Chandler, Arizona.

What credentials does Beau Kemp hold?

Beau Kemp holds the CFP credential.

How much does Switchpoint Financial Planning LLC manage?

Switchpoint Financial Planning LLC reports $367.1M across 525 accounts in assets under management.

How do I contact Beau Kemp?

Contact details aren't on file yet. Search for Switchpoint Financial Planning LLC.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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