Firm
SwitchPoint Financial Planning LLC
Lehi, Utah
Fee-only
SwitchPoint Financial Planning LLC at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 100 individual clients, 66 of them high net worth.
- Its average account is about $699,000 (assets it manages divided by its 525 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Lehi, Utah |
|---|---|
| Website | switchpointfinancial.com |
| [email protected] | |
| Phone | (801) 753-8538 |
SwitchPoint Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,800 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Individual: $6,800" source
"Individual: $6,800" source
"we charge a flat annual fee for our services based on the needs of our clients, not their net worth." source
"we charge a flat annual fee for our services based on the needs of our clients, not their net worth." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $367 million |
| Individual clients | 34 |
| High-net-worth clients | 66 |
| Accounts managed | 525 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-125029) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 282856 |