Kevin
Dunford
Switchpoint Financial Planning LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kevin Dunford is a certified financial planner who works out of Lehi, Utah who has 1 year of industry experience. Dunford is an advisor for Switchpoint Financial Planning LLC. Throughout their career, they have worked at Charles Schwab & Co., Inc, Allegis Investment Services, Pathway Byu-Idaho, Brimhall Sand & Rock Building Materials, Resortcom International, Byu-Idaho, The Church Of Jesus Christ Of Latter-Day Saints, Brightside Benefit, Gloeckner Green Mccabe Financial, LLC, Commonwealth Financial Network and Switchpoint Financial Planning, LLC. Dunford has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Utah. Switchpoint Financial Planning LLC is a registered investment company operating out of Lehi, UT. It has offices in two locations and just three financial advisors. It manages $157 million in assets between its 397 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 397 accounts, 47% belong to high-net-worth investors who have more than $1 million in assets available to invest. Switchpoint Financial Planning LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely depend on which service is offered. Fees billed by Switchpoint Financial Planning LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Switchpoint Financial Planning LLC Brokerage Details
$156,872,918
3
397
$395,146
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kevin Dunford Work History
Kevin has been registered as a financial advisor for 1 years.*
Switchpoint Financial Planning, LLC
Gloeckner Green Mccabe Financial, LLC
Commonwealth Financial Network
Brightside Benefit
Charles Schwab & Co., Inc
Allegis Investment Services
Pathway Byu-Idaho
Brimhall Sand & Rock Building Materials
Resortcom International
Byu-Idaho
The Church Of Jesus Christ Of Latter-Day Saints
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Dunford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Switchpoint Financial Planning LLC
Lehi, UT
Lehi, UT
Lehi, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.