Switchpoint Financial Planning LLC
About
We charge a flat annual retainer, rather than a % of portfolio or commissions like most other advisors. This removes conflicts of interest and puts us on the same side of the table as our clients.
Highlights
1 employee
9 years in business
Serves Eagle Mountain, UT
Offers online services
No reviews (yet)
Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.
Frequently asked questions
What is your typical process for working with a new customer?
Free initial consultation, followed by development of personal financial plan.
What education and/or training do you have that relates to your work?
CFP - Certified Financial Planning
CFA - Chartered Financial Analyst
Do you have a standard pricing system for your services? If so, please share the details here.
$4,800/year flat retainer. No % fees or commissions.
$150/hour for one-time engagements
What types of customers have you worked with?
Mostly individuals and couples nearing retirement.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure you understand exactly how your advisor will be paid. The method of compensation has a direct influence on the "advice" you will receive.
Services offered
Financial Services And Planning