# Kyle Wilhelm

> Kyle Wilhelm is a fee-only financial advisor at Switchpoint Financial Planning in Lehi, Utah. Switchpoint Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kyle-wilhelm/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Switchpoint Financial Planning
- **Based in:** Lehi, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $367.1M across 525 accounts
- **CRD:** 6066686 (https://adviserinfo.sec.gov/individual/summary/6066686)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 66 (2013)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://switchpointfinancial.com/

## Frequently asked questions

### Is Kyle Wilhelm a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Switchpoint Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kyle charge for financial advice?

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

### Where is Kyle Wilhelm based?

Kyle Wilhelm is based in Lehi, Utah.

### Is Kyle Wilhelm registered with the SEC?

Yes. Kyle Wilhelm is registered as an investment adviser representative in UT (CRD 6066686), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Switchpoint Financial Planning manage?

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

### How do I contact Kyle Wilhelm?

Through Kyle's website, switchpointfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6066686): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.