Kyle
Wilhelm
Switchpoint Financial Planning LLC
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About this Advisor
Kyle Wilhelm is a financial advisor working out of Lehi, Utah, with 2 years of relevant experience. Wilhelm works at Switchpoint Financial Planning LLC. Their career trajectory has included roles at Kcg Securities, LLC, Knox Capital Advisors, LLC, United Planners Financial Services, Rock House Financial, LLC, Rh Advisors, LLC and Integris Wealth Management, LLC. Wilhelm maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Utah. Switchpoint Financial Planning LLC is a business based in Lehi, UT. The investment advisory business has offices in two locations and just three people on staff. It handles $157 million in total assets across its 397 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 397 client accounts, 47% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees usually are based on the services offered. Fee types billed by Switchpoint Financial Planning LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Kyle Wilhelm Work History
Kyle has been registered as a financial advisor for 2 years.*
Integris Wealth Management, LLC
Rh Advisors, LLC
Rh Advisors, LLC
United Planners Financial Services
Rock House Financial, LLC
Kcg Securities, LLC
Knox Capital Advisors, LLC
*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 Kyle Wilhelm 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
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