SwitchPoint Financial Planning
SwitchPoint Financial Planning, LLC was designed to be different than traditional advisory firms. By charging a flat fee, rather than commissions or AUM fees, founder James Sweeney CFA, CFP®, sits on the same side of the table as his clients and can focus on what really matters – like maintaining investment discipline, minimizing fees and taxes, and maximizing cash flow.
We offer comprehensive financial planning and investment management to physicians and other HNW individuals who are in or nearing retirement. We will help you gain confidence in your retirement plan, guide you through the transition and provide ongoing support through your retirement years. We are DFA approved.
- Services: Financial planning, investment management
- Fee Structure: Flat-fee
- Location: Lehi, UT
- SwitchPoint Financial Application, ADV2
- Website, [email protected], (801) 753-8538
Comprehensive Financial Planning and Investment Management:
$4,800 per year for an individual
$6,000 per year for a couple
Additional $2,400 per year for custom tax-managed portfolios
No AUM fees. No Commissions.