Cassidy Fisher
Castle Coast Wealth · La Jolla, California
Cassidy Fisher is a fee-only financial advisor at Castle Coast Wealth in La Jolla, California. Cassidy focuses on founders (pre-exit), retirement planning and equity compensation. Castle Coast Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Multi-generational families
- Founders
Facts
| Firm | Castle Coast Wealth |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $423.7M across 963 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7993935 |
| Exams passed | Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | castlecoastwealthllc.com |
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Questions about Cassidy
Is Cassidy Fisher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cassidy holds no broker registration, and Castle Coast Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cassidy charge for financial advice?
Cassidy's firm, Castle Coast Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cassidy Fisher based?
Cassidy Fisher is based in La Jolla, California.
What does Cassidy specialize in?
Cassidy's specialties include founders (pre-exit), retirement planning, equity compensation and family wealth transfer. Cassidy works with retirees, pre-retirees, executives, multi-generational families and founders.
Is Cassidy Fisher registered with the SEC?
Yes. Cassidy Fisher is registered as an investment adviser representative in CA (CRD 7993935), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Castle Coast Wealth manage?
Castle Coast Wealth reports $423.7M across 963 accounts in assets under management.
How do I contact Cassidy Fisher?
Through Cassidy's website, castlecoastwealthllc.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
- Castle Coast Wealth 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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