Jeffrey Guindon
Carriage Hill Investment Associates · Lancaster, Pennsylvania
Jeffrey Guindon is a fee-only financial advisor at Carriage Hill Investment Associates in Lancaster, Pennsylvania. Jeffrey focuses on retirement planning. Carriage Hill Investment Associates reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Carriage Hill Investment Associates |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $50.2M across 326 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5578137 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.carriagehillinvestment.com |
| Profile |
How Jeffrey's firm compares
- Carriage Hill Investment Associates's average account is about $154,000, from its Form ADV (assets managed divided by 326 accounts).
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Questions about Jeffrey
Is Jeffrey Guindon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Carriage Hill Investment Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Carriage Hill Investment Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeffrey Guindon based?
Jeffrey Guindon is based in Lancaster, Pennsylvania.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning.
Is Jeffrey Guindon registered with the SEC?
Yes. Jeffrey Guindon is registered as an investment adviser representative in PA (CRD 5578137), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carriage Hill Investment Associates manage?
Carriage Hill Investment Associates reports $50.2M across 326 accounts in assets under management.
How do I contact Jeffrey Guindon?
Through Jeffrey's website, www.carriagehillinvestment.com.
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
- Carriage Hill Investment Associates website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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