Lindsay Guido
Conifer Bay Capital · Kildeer, Illinois
Lindsay Guido is a fee-only financial advisor at Conifer Bay Capital in Kildeer, Illinois, who holds the CFP credential. Conifer Bay Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Conifer Bay Capital |
|---|---|
| Based in | Kildeer, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $89.4M across 116 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, WI · CRD 7216750 |
| Exams passed | Series 65 (2019) |
| 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 Lindsay's firm compares
- Conifer Bay Capital's average account is about $771,000, from its Form ADV (assets managed divided by 116 accounts).
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Questions about Lindsay
Is Lindsay Guido a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lindsay 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 Lindsay charge for financial advice?
Lindsay's firm, Conifer Bay Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lindsay Guido based?
Lindsay Guido is based in Kildeer, Illinois.
What credentials does Lindsay Guido hold?
Lindsay Guido holds the CFP credential.
Is Lindsay Guido registered with the SEC?
Yes. Lindsay Guido is registered as an investment adviser representative in IL and WI (CRD 7216750), 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 Lindsay Guido?
Through Lindsay'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.
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