| Jeffrey Clark | Redwood Money | San Jose | CFP | Percentage of assets, Ongoing planning fee |
| Nathaniel Sarkar | Redwood Money | Sunnyvale | CFP | Percentage of assets, Ongoing planning fee |
| Alfred Au | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Becky Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Brandon Kurz | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Derek Munchow | Augustus Wealth | Long Beach | CFP, ChFC | Hourly, Ongoing planning fee |
| Jackie Kleinman | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Joshua Loveall | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Kevin Cheeks | ImpactFI | San Francisco | CFP | Percentage of assets, Fixed fees |
| Lily Zhang | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Mallory Davis | MA Private Wealth | San Carlos | CFP | Percentage of assets, Fixed fees |
| Mark Boujikian | Keymark Financial | Rolling Hills Estates | CFP | Percentage of assets, Ongoing planning fee |
| Matthew Lewis | TechView Wealth Advisors | San Francisco | CFP, CFA | Percentage of assets |
| Nathan Dingler | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Raymond Vo | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Thomas Lowish | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Tyler Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Allison Meier | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Anithah Neelakanda-Pillai | AP Investment Management | Mountain View | CFP | Percentage of assets, Flat fee or retainer |
| Claudina Campbell | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Cody Makela | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Dianne Duva | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Giovanna Leyva | Tidemark Financial Partners | San Diego | CFP | Flat fee or retainer, Percentage of assets |
| Joseph Weiland | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Michael Yang | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Scott Pearring | Seek First | Campbell | CFP | Percentage of assets, Fixed fees |
| Taylor Heininger | Cloud Capital Management | El Segundo | CFA | Percentage of assets |
| Troy Daum | Wealth Analytics | Poway | CFP | Percentage of assets, Hourly |
| Tyler Abney | Tidemark Financial Partners | San Diego | CFP | Flat fee or retainer, Percentage of assets |
| Wing-Yin Kong | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Cassidy Murphy | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Don Hilario | Hilpan Moxie Wealth Management | Irvine | CFP | Percentage of assets, Flat fee or retainer |
| Iftikhar Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |
| Richard Davey | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Risley Sams | RHS Financial | San Francisco | CFP | Percentage of assets |
| Saadia Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| Trevor Scotto | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Andrew Cattano | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Anna Hong | New Insight Wealth Advisors | San Ramon | ChFC | Percentage of assets, Hourly |
| Chengkuo Chen | Redwood Money | San Jose | Not listed | Percentage of assets, Ongoing planning fee |
| Dajin Yang | New Insight Wealth Advisors | San Ramon | CFA | Percentage of assets, Hourly |
| Emily Bushong | Kaizen Financial Advisors | Canyon Lake | CFP | Percentage of assets, Hourly |
| Geovanni James | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Glenn Tom | Personal Best Financial | Oakland | CFP | Ongoing planning fee |
| Gregory Meyer | New Wave Financial Services | Hermosa Beach | CFP | Percentage of assets, Hourly |
| Manuel Ortiz Aquino | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Nathan Walsh | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Theodore Fischer | Fischer Investment Strategies | Westlake Village | CFP | Hourly, Flat fee or retainer |
| Brian Ferrin | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |