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Switchpoint Financial Planning LLCFinancial advisor in Lehi, UT

Switchpoint Financial Planning LLC is a financial advisor at 2901 W, Bluegrass Blvd Ste 200-26, Lehi, UT 84043, ranked #49 of 220 financial planners in Lehi and rated 5.0 from 8 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lehi, UTUpdated 0 paid placements in any rankingHow we rank

Call (801) 753-8538Website ↗

Key facts

Key facts about Switchpoint Financial Planning LLC
Address2901 W, Bluegrass Blvd Ste 200-26, Lehi, UT 84043Get directions
Phone(801) 753-8538
Websiteswitchpointfinancial.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Lehi and 11 towns within 25 miles: Bluffdale, Highland, Saratoga Springs, Alpine, Riverton, Draper, American Fork, Cedar Hills, South Jordan, Herriman and South Jordan Heights.

Based in Lehi, UTView on map

Opening hours

Opening hours for Switchpoint Financial Planning LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Switchpoint Financial Planning LLC

How is Switchpoint Financial Planning LLC ranked in Lehi?

Switchpoint Financial Planning LLC is ranked #49 of 220 financial planners in Lehi by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Switchpoint Financial Planning LLC’s hours?

Switchpoint Financial Planning LLC is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Switchpoint Financial Planning LLC serve?

Serves Lehi and 11 towns within 25 miles: Bluffdale, Highland, Saratoga Springs, Alpine, Riverton, Draper, American Fork, Cedar Hills, South Jordan, Herriman and South Jordan Heights. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Switchpoint Financial Planning LLC?

Switchpoint Financial Planning LLC has a rating of 5.0 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Switchpoint Financial Planning LLC?

Call Switchpoint Financial Planning LLC on (801) 753-8538. The business is at 2901 W, Bluegrass Blvd Ste 200-26, Lehi, UT 84043. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Switchpoint Financial Planning LLC compared with nearby businesses
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Switchpoint Financial Planning LLC (this business)—685.0 (8)NoNo
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