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. Switchpoint provides both financial planning and investment advice in a holistic manner to motivated professionals who have achieved or who seek financial independence.
- Services: Financial planning, investment management
- Fee Structure: Flat-fee
- Location: Lehi, UT
- Switchpoint Financial Advisor Application, ADV2
- Website, [email protected], (801) 753-8538
- Wealth Management – $4,800/year
- One-time planning – $150/hr, fee quote in advance of project, $1000 minimum.