Switchpoint Financial Planning is a fee-only financial planning and investment management firm. Our mission is to empower our clients to reach their financial goals by providing direction, discipline and expertise. Our comprehensive approach is focused on simplifying your financial life so you can focus on what matters most.
| Website | https://switchpointfinancial.com |
| Revenue | $218000 |
| Employees | 3 (3 on RocketReach) |
| Founded | 2016 |
| Address | 2901 W Bluegrass Blvd Suite 200-26, Lehi, Utah 84043, US |
| Phone | (801) 753-8538 |
| Technologies |
JavaScript
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HTML
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PHP
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Fidelity Investments, Vanguard, Merrill Lynch, Personal Capital, Betterment, SmartAsset, Facet, Wealthfront, Schwab Advisor Services, ZeroDown +33 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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Switchpoint Financial Planning LLC Questions
The Switchpoint Financial Planning LLC annual revenue was $218000 in 2026.
3 people are employed at Switchpoint Financial Planning LLC.
Switchpoint Financial Planning LLC is based in Lehi, Utah.
The NAICS codes for Switchpoint Financial Planning LLC are [5239, 52, 52393, 523].
The SIC codes for Switchpoint Financial Planning LLC are [628, 62].
Top Switchpoint Financial Planning LLC Employees
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Kyle Wilhelm
Operations Manager at Switchpoint Financial Planning LLC
Kaysville, UT, US14 -
1
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