Lisa Guthrie
Latitude Advisors · Yorkville, Illinois
Lisa Guthrie is a fee-only financial advisor at Latitude Advisors in Yorkville, Illinois. Latitude Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Latitude Advisors |
|---|---|
| Based in | Yorkville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $566.5M across 2,575 accounts |
| SEC registration | Investment adviser representative in PA · CRD 3275894 |
| Exams passed | Series 63 (1999) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.latitudefinancial.net |
How Lisa's firm compares
- Latitude Advisors's average account is about $220,000, from its Form ADV (assets managed divided by 2,575 accounts).
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Questions about Lisa
Is Lisa Guthrie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Latitude Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Latitude Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Guthrie based?
Lisa Guthrie is based in Yorkville, Illinois.
Is Lisa Guthrie registered with the SEC?
Yes. Lisa Guthrie is registered as an investment adviser representative in PA (CRD 3275894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Latitude Advisors manage?
Latitude Advisors reports $566.5M across 2,575 accounts in assets under management.
How do I contact Lisa Guthrie?
Through Lisa's website, www.latitudefinancial.net.
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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