| Ryan Melnyk | Manzanita Wealth Management | West Sacramento | Not listed | Flat fee or retainer, Ongoing planning fee |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| John Lacey | Pacific Point Wealth Management | Carlsbad | CFP | Percentage of assets |
| Lamberto Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Mark Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Nicholas Butler | Butler Financial Services | Westlake Village | Not listed | Flat fee or retainer, One-time planning fee |
| Peter Thoms | Sierra Wealth Strategies | Coronado | CFA | Percentage of assets, Hourly |
| Frank Greene | Private Wealth Partners | Mill Valley | CFA | Percentage of assets, Hourly |
| Michael Yongue | Private Wealth Partners | Mill Valley | CFA | Percentage of assets, Hourly |
| Asaph Elan | Equilibrium Wealth | San Carlos | Not listed | Percentage of assets, Hourly |
| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Sherry Karlsson | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Garrett Van Nostrand | Van Nostrand Wealth Management | San Diego | Not listed | Flat fee or retainer |
| Hubert Lenczowski | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Jason Saxon | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Richard Kuchen | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Vincent Siewit | Small Victories Wealth | San Jose | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Dagley | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Ben McCollum | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Christopher Torres | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Donna Chaney | Chaney Financial Services | Pasadena | PFS | One-time planning fee, Ongoing planning fee |
| Eric Johanson | Scope Wealth Management | Santa Monica | CFA | Percentage of assets, Hourly |
| James Curran | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Matthew Marchand | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Matthew Pederson | MP3 Finance | Cameron Park | Not listed | Hourly, Subscription |
| Ryan Gorski | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Shane Fernandez | Abundance Pathways | San Diego | Not listed | One-time planning fee, Ongoing planning fee |
| Yu-Chi Peng-Lee | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |