Switchpoint Financial Planning, LLC
SwitchPoint Financial Planning LLC is a fee-only registered investment advisory and financial planning firm based in Lehi, Utah. Founded to serve primarily high earners and diligent savers seeking unbiased, expert advice, the firm employs a team of 3 and offers retirement planning and investment management services for a flat fee. As fiduciaries, SwitchPoint aims to eliminate conflicts of interest and provide academically grounded, evidence-based financial strategies tailored to clients’ unique needs and goals.
Investment Strategy
SwitchPoint Financial Planning adopts evidence-based, academically researched investment strategies, providing retirement planning and investment management for a flat fee. The firm acts strictly as a fiduciary, ensuring unbiased advice and customized solutions for each client. Portfolios are designed based on modern portfolio theory and best practices in diversification and asset allocation, with a focus on long-term wealth preservation and growth for high-net-worth individuals and diligent savers.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 19.40% | $23.7M | 660,441 | $34.59 | $35.84 | +$1.3M |
D DFIC | DIMENSIONAL ETF TRUST | 16.35% | $19.9M | 641,665 | $25.95 | $31.09 | +$2.4M |
D DFEM | DIMENSIONAL ETF TRUST | 5.64% | $6.9M | 232,004 | $26.19 | $29.68 | +$176.2K |
D DFAT | DIMENSIONAL ETF TRUST | 4.09% | $5.0M | 92,510 | $55.65 | $53.96 | +$224.0K |
D DFUV | DIMENSIONAL ETF TRUST | 3.57% | $4.4M | 103,100 | $40.92 | $42.28 | -$120.0K |