James Sweeney
SwitchPoint Financial Planning LLC · Lehi, Utah
James Sweeney is a fee-only financial advisor at SwitchPoint Financial Planning LLC in Lehi, Utah, who holds the CFA, CFP and MBA credentials. James charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $6,800 a year) and focuses on retirement planning, flat-fee planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
- Tech employees
Facts
| Firm | SwitchPoint Financial Planning LLC |
|---|---|
| Based in | Lehi, Utah |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,800 a year |
| Accepting new clients | Yes |
| Assets under management | $367.1M across 525 accounts |
| Credentials | CFA · CFP · MBA · MS · Retirement Management Advisor |
| SEC registration | Investment adviser representative in AZ, TX, UT · CRD 5964234 |
| Exams passed | Series 66 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | switchpointfinancial.com |
| Profile |
How James's firm compares
- Ongoing planning starts at $6,800 a year, above the US median of $4,500 for fee-only firms that publish prices.
- SwitchPoint Financial Planning LLC's average account is about $699,000, from its Form ADV (assets managed divided by 525 accounts).
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Questions about James
Is James Sweeney a fee-only financial advisor?
Yes. James Sweeney is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by James's firm.
How does James charge for financial advice?
James charges a flat fee or retainer and an ongoing planning fee.
How much does James charge?
According to SwitchPoint Financial Planning LLC's website, checked October 28, 2026: ongoing planning from $6,800 a year.
Where is James Sweeney based?
James Sweeney is based in Lehi, Utah.
What does James specialize in?
James's specialties include retirement planning, flat-fee planning and tax planning. James works with pre-retirees, retirees, executives and tech employees.
What credentials does James Sweeney hold?
James Sweeney holds the CFA, CFP, MBA, MS and Retirement Management Advisor credentials.
Is James Sweeney registered with the SEC?
Yes. James Sweeney is registered as an investment adviser representative in AZ, TX and UT (CRD 5964234), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
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 James Sweeney?
Through James's website, switchpointfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SwitchPoint Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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