| Kirk Ludwig | WESTHILL Financial Advisors | San Rafael | CFP, ChFC | Percentage of assets, Hourly |
| Kristin Rasmussen | KMR Wealth Advisory | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Kyle Dodson | The Advisory Group of San Francisco | San Francisco | CFP | Percentage of assets, Fixed fees |
| Lisa Harwood | Ventura Advisors | Woodland Hills | CFP | Percentage of assets, Hourly |
| Lisette Smith | The Advisory Group of San Francisco | San Francisco | CFP | Percentage of assets, Fixed fees |
| Louise Alexander | Gates Pass Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Marc Bacsafra | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Mari Fries | ProsperiTea Planning | San Diego | CFP | One-time planning fee |
| Mariame Pierce | The Advisory Group of San Francisco | San Francisco | CFP | Percentage of assets, Fixed fees |
| Mark Gordon | Wealth Architects | Mountain View | CFP, CFA | Percentage of assets, Hourly |
| Martin Standish | Towneley Capital Management | Laguna Hills | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Calcagno | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Matthew Taddei | WESTHILL Financial Advisors | San Rafael | CFP, ChFC | Percentage of assets, Hourly |
| Megan Rouse | Megan Rouse Financial Planning | Dublin | CFP | Hourly |
| Michael Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Nathan Eddinger | Woven Prosperity | San Francisco | CFP | Percentage of assets |
| Nicholas Safrit | WESTHILL Financial Advisors | San Rafael | CFP | Percentage of assets, Hourly |
| Patrick Phillips | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Paula Durrant | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Peter Moulton | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Peter Trinh | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Philip Reuer | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Robyn Clarke | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Rosana Ralya | Values Added | San Francisco | CFP | Percentage of assets, Hourly |
| Sabrina Lowell | Second Summit Wealth Management | San Francisco | CFP | Percentage of assets |
| Samantha Keeler | WESTHILL Financial Advisors | San Rafael | CFP | Percentage of assets, Hourly |
| Sunandan Clerk | Dhamma Capital | Walnut Creek | CFP, CFA | Percentage of assets, Hourly |
| Teresa Wagner | Knightsbridge Wealth Management | Newport Beach | CFP | Percentage of assets, Performance-based fees |
| Tracy Kuntz | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Tyler Scott | Wealth Architects | Mountain View | CFP, CFA | Percentage of assets, Hourly |
| Aaron Agte | Graystone Advisor, LLC | Foster City | CFP | Fixed fees |
| Aaron Ritter | Abundant Wealth Partners | Santa Barbara | CFP | Hourly, Ongoing planning fee |
| Aaron Rubin | Werba Rubin Papier Wealth Management, LLC | San Jose | CFP, CPA, JD | Percentage of assets |
| Aaron Szager | Osborne Partners | Menlo Park | CFP | Percentage of assets, Performance-based fees |
| Alan Goodstein | Goodstein Wealth Management LLC | Encino | CFP | Percentage of assets, Hourly |
| Alan Hewitt | Hewitt Wealth Management Inc. | Newbury Park | CFP, ChFC, EA | Fixed fees |
| Alexandra Sandberg | Osborne Partners | San Francisco | CFP, ChFC | Percentage of assets, Performance-based fees |
| Allan Moskowitz | Transformative Wealth Management, LLC | El Cerrito | AIF, BS, CFP | Not listed |
| Alyssa Crews | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Amar Shah | Client First Capital | San Diego | CFA, CFP | Percentage of assets, Hourly |
| Andrew Bernell | Century Park Wealth Management | Los Angeles | CFP, CPA, JD | Not listed |
| Anthony Reed | Millennium Investment Services | Van Nuys | CFP | Percentage of assets |
| Arley Gonzalez | KOA Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Blake Anderson | WealthGuard Advisors | Placerville | CFP | Percentage of assets, Hourly |
| Boonseon Gudmundsen | Beacon Financial Management | Carlsbad | CFP | Hourly |
| Bradley Nelson | Point Loma Advisors | San Diego | CFP, MSEE | Percentage of assets, Hourly |
| Brandon Clark | The Clark Group Asset Management | Dana Point | CFP | Percentage of assets |
| Brandon Silvia | Silvia McColl Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Brian Lowder | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Cady North | North Financial Advisors LLC | San Diego | CFP, MBA | Percentage of assets, Hourly |