Kevin
Dunford

Switchpoint Financial Planning LLC

CRD#6704422
Investment Advisor
in Lehi, UT

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2901 W Bluegrass Blvd Suite 200 - 26
Lehi, UT 84043

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Switchpoint Financial Planning LLC Brokerage Details

Total Assets Under Management

$156,872,918

UT Average: $693,624,108
Total Number of Employees

3

UT Average: 12
Total Number of Accounts

397

UT Average: 1,115
Average Account Size

$395,146

UT Average: $622,084

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.*

2022 - Present (2 years)

Switchpoint Financial Planning, LLC

2022 - 2022 (< 1 year)

Gloeckner Green Mccabe Financial, LLC

2022 - 2022 (< 1 year)

Commonwealth Financial Network

2021 - 2022 (1 year)

Brightside Benefit

2018 - 2021 (3 years)

Charles Schwab & Co., Inc

2016 - 2018 (2 years)

Allegis Investment Services

2015 - 2016 (1 year)

Pathway Byu-Idaho

2015 - 2015 (< 1 year)

Brimhall Sand & Rock Building Materials

2015 - 2015 (< 1 year)

Resortcom International

2014 - 2015 (1 year)

Byu-Idaho

2012 - 2014 (2 years)

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

Kyle Wilhelm
Lehi, UT
Kevin Dunford
Lehi, UT
James Sweeney
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.

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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.

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