SWITCHPOINT FINANCIAL PLANNING LLC
SEC Form ADV profile.
Total regulatory AUM
$367,109,076
Discretionary
$360,786,258
Non-discretionary
$6,322,818
Firm details
- CRD number
- 282856
- SEC file number
- 801-125029
- Main office
- LEHI, UT, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.