Dakota
Dakota
Book a Demo
Talk to an Expert

Switchpoint Financial Planning LLC

EST. AUM
$367,109,076

CONTACTS

CLIENT ACCOUNTS
525

Firm Details

Metro area Salt Lake City
CRD Number 282856
Website switchpointfinancial.com
Client types

Overview

Switchpoint Financial Planning LLC is an independent, fee-only registered investment adviser founded in 2016 and headquartered in Lehi, Utah, with an additional office in Chandler, Arizona. The firm is distinguished by its flat-fee model, designed to eliminate conflicts of interest associated with traditional AUM-based pricing. Led by founder James Sweeney (CFA®, CFP®), the firm specializes in guiding clients through the “switch point” to retirement. Its investment philosophy is evidence-based, relying on academic research and low-cost, tax-efficient institutional funds, including Dimensional Fund Advisors, to construct globally diversified portfolios aligned with long-term financial independence goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy