Benjamin Armstrong
Conifer Bay Capital · Winnetka, Illinois
Benjamin Armstrong is a fee-only financial advisor at Conifer Bay Capital in Winnetka, Illinois, who holds the CFA credential. Conifer Bay Capital reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Benjamin →
Facts
| Firm | Conifer Bay Capital |
|---|---|
| Based in | Winnetka, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $89.4M across 116 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, WI · CRD 1892842 |
| Exams passed | Series 63 (1989) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/f0b77459-ed39-4067-9641-0eb0b9fa6dba |
| Profile |
How Benjamin's firm compares
- Conifer Bay Capital's average account is about $771,000, from its Form ADV (assets managed divided by 116 accounts).
Request an introduction to Benjamin
Tell Benjamin a little about what you're looking for. Benjamin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Benjamin
Is Benjamin Armstrong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Conifer Bay Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Conifer Bay Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Benjamin Armstrong based?
Benjamin Armstrong is based in Winnetka, Illinois.
What credentials does Benjamin Armstrong hold?
Benjamin Armstrong holds the CFA credential.
Is Benjamin Armstrong registered with the SEC?
Yes. Benjamin Armstrong is registered as an investment adviser representative in IL and WI (CRD 1892842), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Conifer Bay Capital manage?
Conifer Bay Capital reports $89.4M across 116 accounts in assets under management.
How do I contact Benjamin Armstrong?
Through Benjamin's website, www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/f0b77459-ed39-4067-9641-0eb0b9fa6dba.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.