Kyle Wilhelm
Switchpoint Financial Planning · Lehi, Utah
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.
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Facts
| Firm | Switchpoint Financial Planning |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $367.1M across 525 accounts |
| SEC registration | Investment adviser representative in UT · CRD 6066686 |
| Exams passed | Series 66 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | switchpointfinancial.com |
How Kyle's firm compares
- Switchpoint Financial Planning's average account is about $699,000, from its Form ADV (assets managed divided by 525 accounts).
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Questions about Kyle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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