| Sean Shannon | Monograph Wealth | Manhattan Beach | CFP, CFA | Percentage of assets, Hourly |
| Spencer Turkal | Sierra Hotel Financial | Temecula | CFP | Percentage of assets, Fixed fees |
| Stacey Liu | Treehouse Wealth Advisors | Walnut Creek | CFP, ChFC | Percentage of assets, Fixed fees |
| Stephanie Lee | East Rock Financial Services | Burlingame | CFP | Flat fee or retainer, Percentage of assets |
| Steven Cliadakis | Altum Wealth Advisors | Chico | CFP | Percentage of assets, Fixed fees |
| Stuart Crandall | Hutchinson Capital Management | San Rafael | CFP | Percentage of assets, Hourly |
| Susan Landry | Wynn Capital Management | Santa Cruz | CFP | Percentage of assets, Hourly |
| Taylor Welz | DKM Wealth Management | Stockton | CFP, PFS | Percentage of assets, Fixed fees |
| Theodore Fischer | Fischer Investment Strategies | Westlake Village | CFP | Hourly, Flat fee or retainer |
| Thomas Owens | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Thomas Powers | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Timothy Reyna | Cerro Pacific Wealth Advisors | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Todd Gomes | Sonoma Allocations | Santa Rosa | CFP | Percentage of assets, Fixed fees |
| Todd Hadley | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Tom Chun | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Tyler Schalch | FPC Wealth | Petaluma | CFP | Percentage of assets |
| William Henley | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| Zachary Welz | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| Adam Spiegelman | Spiegelman Wealth Management | Walnut Creek | CFP | Percentage of assets |
| Amanda Albright | Lodestar Asset Management | Alamo | CFP | Percentage of assets, Hourly |
| Andrew Sontag | Carlsbad Wealth Advisory Group | Carlsbad | CFP | Percentage of assets |
| Anjali Jayakumar | FIT Advisors | Redondo Beach | CFP | Percentage of assets, Hourly |
| Anthony Carr | Carr Wealth Management | Pleasanton | CFP | Percentage of assets |
| Anthony Jurado | Lodestar Asset Management | Alamo | CFP | Percentage of assets, Hourly |
| Barry Mendelson | Elevation Wealth Partners | Walnut Creek | CFP | Percentage of assets |
| Barton Brewer | Global Business Management | Valencia | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Benjamin Lupu | Kensington A.M.I. | Burbank | CFP | Percentage of assets |
| Brandon Grundy | Ridgeview Financial Planning | Santa Rosa | CFP | Percentage of assets, Hourly |
| Brandon Morton | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Brian Krause | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| Brooke Gaither | Integral Wealth Management | Turlock | CFP | Percentage of assets, Fixed fees |
| Brooke Salvini | Salvini Financial Planning | San Luis Obispo | CFP, PFS | Hourly, Fixed fees |
| Carol Wikle | Mirador Capital Partners | Pleasanton | CFP | Percentage of assets, Hourly |
| Christopher Russell | Tempus Pecunia | San Diego | CFP | Percentage of assets, Fixed fees |
| Darien Horton | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| David Epps | Integral Wealth Management | Modesto | CFP | Percentage of assets, Fixed fees |
| David Garelick | Global Business Management | Valencia | CFP | Percentage of assets, Hourly |
| David Palshaw | Monterey Bay Asset Management | Monterey | CFP | Percentage of assets |
| David Sylvester | CAVU Wealth Advisors | Walnut Creek | CFP, CFA | Percentage of assets, Fixed fees |
| David Yeske | YeskeBuie | San Francisco | CFP | Percentage of assets |
| Devin Hanson | Elevation Wealth Partners | Walnut Creek | CFP | Percentage of assets |
| Don Garman | Mirador Capital Partners | Pleasanton | CFP | Percentage of assets, Hourly |
| Donald Debernardi | Sierra Asset Management | Oakhurst | CFP | Percentage of assets, Hourly |
| Edi Alvarez | Aikapa Wealth Planning & Management | Corte Madera | CFP | Flat fee or retainer |
| Gary Rennie | Rennie and Associates | Irvine | CFP | Flat fee or retainer |
| Heather Sontag | Carlsbad Wealth Advisory Group | Carlsbad | CFP | Percentage of assets |
| Henri Moudi | Mission Creek Capital Partners | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| Jacob Levy | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| James Boucher | Wilson + Boucher | Orinda | CFP | Percentage of assets, Hourly |
| Janet Larsen | Step Financial | Seal Beach | CFP | Percentage of assets, Hourly |