Cassidy Plair
Sustainable Advisors Alliance · Los Angeles, California
Cassidy Plair is a fee-only financial advisor at Sustainable Advisors Alliance in Los Angeles, California. Sustainable Advisors Alliance reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sustainable Advisors Alliance |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $234.8M across 1,080 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8182219 |
| Exams passed | Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.principledinvestingllc.com |
How Cassidy's firm compares
- Sustainable Advisors Alliance's average account is about $217,000, from its Form ADV (assets managed divided by 1,080 accounts).
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Questions about Cassidy
Is Cassidy Plair a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cassidy holds no broker registration, and Sustainable Advisors Alliance 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, Sustainable Advisors Alliance, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cassidy Plair based?
Cassidy Plair is based in Los Angeles, California.
Is Cassidy Plair registered with the SEC?
Yes. Cassidy Plair is registered as an investment adviser representative in CA (CRD 8182219), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sustainable Advisors Alliance manage?
Sustainable Advisors Alliance reports $234.8M across 1,080 accounts in assets under management.
How do I contact Cassidy Plair?
Through Cassidy's website, www.principledinvestingllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Angeles
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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