Ian McLeod
Sustainable Advisors Alliance · San Francisco, California
Ian McLeod is a fee-only financial advisor at Sustainable Advisors Alliance in San Francisco, California, who holds the CFP credential. 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 | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $234.8M across 1,080 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4608041 |
| Exams passed | Series 66 (2004) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.principledinvestingllc.com |
How Ian'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 Ian
Is Ian McLeod a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian 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 Ian charge for financial advice?
Ian's firm, Sustainable Advisors Alliance, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ian McLeod based?
Ian McLeod is based in San Francisco, California.
What credentials does Ian McLeod hold?
Ian McLeod holds the CFP credential.
Is Ian McLeod registered with the SEC?
Yes. Ian McLeod is registered as an investment adviser representative in CA and TX (CRD 4608041), 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 Ian McLeod?
Through Ian's website, www.principledinvestingllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
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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