Beau M. Kemp

SWITCHPOINT FINANCIAL PLANNING LLC

Chandler, AZ

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CRD#: 6969712

Professional summary

Beau Michael Kemp, CFP® is a registered financial advisor currently at SWITCHPOINT FINANCIAL PLANNING LLC located in Chandler, Arizona.

Beau is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Beau has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beau Michael Kemp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

June 6, 2025 - Present

SWITCHPOINT FINANCIAL PLANNING LLC

RIA

CRD#: 282856

Chandler, AZ

Past

September 14, 2018 - May 7, 2025

SENSIBLE MONEY, LLC

RIA

CRD#: 158641

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SWITCHPOINT FINANCIAL PLANNING LLC

CRD#: 282856 / SEC#: 801-125029

RIA

Registered Investment Advisory firm - (5/13/2022 Approved)

Arizona

Registered Investment Advisory firm - (4/2/2018 Approved)

Texas

Registered Investment Advisory firm - (5/17/2022 Terminated)

Utah

Registered Investment Advisory firm - (5/17/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(6/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/21/2018

Uniform Investment Adviser Law Examination

Current Firm

SWITCHPOINT FINANCIAL PLANNING LLC

CRD#: 282856 / SEC#: 801-125029

RIA

Registered Investment Advisory firm - (5/13/2022 Approved)

Arizona

Registered Investment Advisory firm - (4/2/2018 Approved)

Texas

Registered Investment Advisory firm - (5/17/2022 Terminated)

Utah

Registered Investment Advisory firm - (5/17/2022 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(801) 753-8538

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SWITCHPOINT FINANCIAL FORM ADV PART 2A (3/28/2025)

SWITCHPOINT FINANCIAL ADV PART 2B - WILHELM (3/28/2025)

SWITCHPOINT FINANCIAL ADV PART 2B - SWEENEY (3/28/2025)

Regulatory assets under management

Total Number of Accounts	460
AUM (Assets Under Management)	$ 281,485,944

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Beau M. Kemp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beau Michael Kemp's CRS (Customer Relationship Summary).

Certified licenses

Experience

SWITCHPOINT FINANCIAL PLANNING LLC

SENSIBLE MONEY, LLC

Primary Firm SEC Registration

SWITCHPOINT FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/21/2018

Current Firm

SWITCHPOINT FINANCIAL PLANNING LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SWITCHPOINT FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Contact information

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