| Hollyn Sekiguchi | Pasadena Private Wealth | Pasadena | CFP | Percentage of assets, Hourly |
| Jackson Miller | Fiduciary Benefits Group | San Diego | CFP | Flat fee or retainer |
| Jacqueline Remar | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| James Mellon | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Jason Cohen | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |
| Jeanni Harrison | Divorce financial consulting | Rancho Santa Fe | CFP | Hourly, One-time planning fee |
| Jeffrey Dorman | Navigate Financial | Laguna Niguel | CFP | Percentage of assets |
| Jeffrey Wu | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Jennifer Bahi | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Joseph Kalmanovitz | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Juan Carlos Peralta | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Kaitlin Hewell | Hewell Financial Group | Atascadero | CFP | Percentage of assets, Hourly |
| Kathleen Gilmore | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Kathleen Hentges | Applied Advisor | San Francisco | CFP | Hourly |
| Kayla Fernandez | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Kayle Larsen | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| Kelli Burger | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Kenneth Gott | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Kenneth Kneale | Arcadian Financial Services | San Diego | CFP | Hourly, One-time planning fee |
| Lance Pieper | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Li-Wei Chang | 7Summit Advisors | Los Angeles | CFP | Percentage of assets |
| Madeline Williams | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Manuel Apolonio | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Mark Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| Mark Pitre | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Marnie Baird | Divorce financial consulting | Rancho Santa Fe | CFP | Hourly, One-time planning fee |
| Mary Van Nostrand | Van Nostrand Wealth Management | San Diego | CFP | Flat fee or retainer |
| Matthew Fulton | Atlas Legacy Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Matthew Haefner | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Matthew Kalabokes | FPC Wealth | Petaluma | CFP | Percentage of assets |
| Matthew Page | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Melanie Perry | Sustainable Wealth Advisory Group | Los Angeles | CFP | Percentage of assets, Hourly |
| Michael Canzone | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Michael Haskins | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| Michael Lynch | Michael P. Lynch Wealth Management | Stockton | CFP, PFS | Percentage of assets, Hourly |
| Michael Maloon | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Michael Pablo | Agile Financial Planning | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Michael Power | Power Investing | Danville | CFP | Percentage of assets, Hourly |
| Miguel Irazabal | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Milo Hanke | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Minka Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| Nathan Cultice | Castle Wealth Planning | Santa Barbara | CFP | Percentage of assets, Hourly |
| Nicholas Simonian | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Rachael Burns | True Worth Financial Planning | Granite Bay | CFP | Percentage of assets, One-time planning fee |
| Randall Maycock | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Raymond Torres | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Rebecca Contin | East Rock Financial Services | Santa Cruz | CFP | Flat fee or retainer, Percentage of assets |
| Rene De Charon | Divorce financial consulting | Rancho Santa Fe | CFP | Hourly, One-time planning fee |
| Ryan Richardson | Weatherly Asset Management | Del Mar | CFP, ChFC | Percentage of assets, Fixed fees |
| Scott Hampton | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |