CRD: 282856
Switchpoint Financial Planning LLC
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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-31-2016
- Office Locations
- 2
Office Locations
About Switchpoint Financial Planning LLC
SwitchPoint Financial Planning is a Lehi, UT- and Chandler, AZ-based wealth management and investment management firm serving high earners, established households, and pre-retirees seeking delegated, evidence-based guidance. The team acts as a fiduciary and uses a flat-fee structure designed to reduce conflicts. Portfolios apply academically researched strategies and are implemented largely with ETFs and mutual funds, with custody commonly at Schwab or Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES RHEAD SWEENEY
Managing Member, Wealth Advisor
- CRD
- #5964234
- Ownership
- 75% or more
Kyle David Wilhelm
Chief Compliance Officer, Financial Advisor, General Partner, OPERATIONS MANAGER
- CRD
- #6066686
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Beau Michael Kemp
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- CRD
- #6969712
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $360,786,258 | $689,840 |
| Non-Discretionary | $6,322,818 | $3,161,409 |
| Total | $367,109,076 | $699,255 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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