SwitchPoint Financial Planning LLC fees
Financial planner in Lehi, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, SwitchPoint Financial Planning LLC (Lehi, UT) charges $300 an hour, a flat or project fee of $1,000-$3,000, and an annual fee of $6,800-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Hourly rate
- $300/hr
“Fixed fees will be determined on a case-by-case basis with the fee based on an estimate of the number of hours required to complete the project, multiplied by $300.00 per hour.”
- Flat or project fee
- $1,000-
$3,000 “The fixed fee for planning projects typically ranges between $1,000.00 - $3,000.00.”
- Annual fee
- $6,800-
$30,000/yr “The fee for Comprehensive Financial Planning and Investment Management is a flat fee generally ranging from $6,800 to $30,000 per year.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
How SwitchPoint Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be paid quarterly, in advance at ¼ the annual rate.”
- “These fees may be negotiable in certain cases. Clients may choose to have advisory fees debited from client accounts or to pay by check or ACH.”
- “Fees are billed on a pro-rata basis quarterly in arrears.”
How these fees compare
- Its hourly rate of $300 is above the Utah median of $200. 77% of the 31 other planners in Utah that publish an hourly rate charge less.
- 2 of the 3 other planners in Lehi that publish an hourly rate charge less.
- Its flat or project fee of $1,000 to $3,000 is below the Utah median of $3,800. 35% of the 26 other planners in Utah that publish a flat or project fee charge less.
- 1 of the 2 other planners in Lehi that publish a flat or project fee charges less.
About SwitchPoint Financial Planning LLC
- Principal: James R. Sweeney
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 100
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $367 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 282856 (opens in new tab)
- Phone
- (801) 753-8538
Registered or notice filed in 4 states: Arizona, California, Texas, Utah
Other planners in Lehi that publish fees
- Artstone Private WealthLehi$200/hr
- Gajardo Wealth Management LLCLehiUp to $200/hr, $200-$2,000
- Montage Financial AdvisorsLehi$350/hr, $4,000-$6,000
- Provident Living Financial ServicesLehi$200/hr, $60/mo
- Tech Wealth, LLCLehi$3,000/qtr
More planners in Utah that publish fees
- Cottonwood Wealth Strategies, LLCSalt Lake CityUp to $400/hr, up to $20,000/yr
- Platform Wealth AdvisorsHolladay$2,500-$10,000
- Focal Point Financial Planning, LLCPleasant Grove$150/hr
- Family Wealth AdvisorsFarmington$150/hr
- Chugg Wealth Strategies, LLCProvo$100/hr
- Jacobsen Capital ManagementSalt Lake City$500/hr, $500-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.