| Tom Lo | Vested Financial Planning, LLC | San Carlos | CFP, MBA | Ongoing planning fee |
| Tony Chan | Crossroads Planning, LLC | Orange | CFP, EA | Percentage of assets, Flat fee or retainer |
| Uchechi Kalu | Greenlight Financial Planning | Los Angeles | CFP | Ongoing planning fee |
| Walter Romatowski | Castellan Financial Advisors | Roseville | CFP, CMA, MBA | Hourly |
| Zack Swad | Swad Wealth Management, LLC | Santa Rosa | CFP, AAMS, RLP | Percentage of assets, Hourly |
| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence.
We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
| Anna Sergunina | MainStreet Financial Planning | Burlingame | CFP | Ongoing planning fee, One-time planning fee |
| Charles Ho | Legacy Builders Financial | Folsom | CFP | Ongoing planning fee |
| Christine Remedios | Remedios Financial Planning | San Francisco | CFP | Hourly, One-time planning fee |
| Daniel Andersen | Parkshore Wealth Management | Granite Bay | CFP, CTEC | Percentage of assets, Hourly |
| David Barson | Barson Financial Planning | San Mateo | CFP, MBA | Percentage of assets, One-time planning fee |
| David Carlson | Sound Investment Management, LLC | Newport Beach | CFP, ChFC, CKA, MBA | Percentage of assets |
| David Meyers | Meyers Wealth Management | Palo Alto | CFP | Hourly, Percentage of assets |
| David Waldrop | Bridgeview Capital Advisors, Inc. | El Dorado Hills | CFP, CLU | Percentage of assets, Hourly |
| Devin Watts | Fallbrook Fi | Clovis | CFP | Flat fee or retainer, Ongoing planning fee |
| Dirk Huybrechts | HFM Advisors | Los Angeles | CFP | One-time planning fee, Hourly |
| Elise Murphy | Level Financial Advisors | Glendora | CFP, MSFP | Percentage of assets, Hourly |
| Eric Toya | Navigoe, LLC | Redondo Beach | CFP, EA | Ongoing planning fee |
| Gabbi Cerezo | Sustain Financial Inc. | Culver City | CFP, AFC | Percentage of assets, Ongoing planning fee |
| Gary Pia | Mission Street Wealth Planning | South Pasadena | CFP | Percentage of assets, Fixed fees |
| George Guttman | Guttman Financial Planning | Santa Monica | CFP, MBA | Hourly, One-time planning fee |
| Jack O'Donnell | JRO Wealth Management | San Diego | CFP, EA | Percentage of assets, Hourly |
| James Freeman | Financial Alternatives, Inc. | La Jolla | CFP | Percentage of assets |
| Jayce Lowe | Lighthouse Financial Services, Inc. | Brea | CFP | Percentage of assets |
| Jesse Lownsbury | BetterWealth | San Jose | CFP, CPA | Percentage of assets |
| Jiayi Xu | Global Wealth Harbor, LLC. | Danville | CFP, MBA | Percentage of assets, One-time planning fee |
| Jill Shibuya | Archvest Wealth Advisors, Inc. | Concord | CFP, BS | Percentage of assets, Hourly |
| Jonathan Grannick | Wonder Wealth LLC | San Diego | CFP | Ongoing planning fee, Percentage of assets |
| Jonathan Heagle | Mountain Vista Wealth Management | Santa Barbara | CFP, CFA | Hourly |
| Justin Waller | Waller Financial Coaching | Folsom | CEPA, CFP | Flat fee or retainer |
| Katerina Minevich | Forward Wealth Management | Los Angeles | CDFA, CFP, CFA, PhD | Percentage of assets, Hourly |
| Kimberly Helm | Quantum Financial Advisors, LLC | Pasadena | CFP, CDFA, CFA, MBA | Percentage of assets, Hourly |
| Larson Patty | Rothman Investment Management | Atascadero | CFP, CKA, EA, BS | Percentage of assets, One-time planning fee |
| Mark Astrinos | Libra Wealth LLC | Los Gatos | CFP, CPA/PFS, RLP | Flat fee or retainer, Hourly |
| Mark Pingree | Fog City Advisors, LLC | Albany | CFP, CPA, MBA | Percentage of assets, Fixed fees |
| Mark Reyes | Casita Financial Planning | El Segundo | CFP | Ongoing planning fee |
| Mark Stempel | Encore Wealth Advisors, LLC | Nevada City | CFP, EA | Ongoing planning fee |
| Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. | Etzler Financial Advisors, LLC | Red Bluff | CFP | Hourly, Subscription |
| Nycole Freer | Eden Financial | Aliso Viejo | CFP | Percentage of assets, Ongoing planning fee |
| Patricia Jennerjohn | Focused Finances, LLC | Oakland | CFP, MBA | Hourly, Ongoing planning fee |
| Patricia Johnson | Raise Financial Advisors | Oakland | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Rob Lyman | Johnson Lyman Wealth Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. | Bull Oak | Rancho Santa Fe | CFP | Flat fee or retainer, Percentage of assets |
| Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. | Define Financial | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Vladimir Kouznetsov | Retegy LLC | Irvine | CFP, EA | Percentage of assets, Hourly |
| Whitney Kelley | Pathways Advisory Group, Inc. | Fresno | CFP | Percentage of assets, Hourly |
| Allen Regan | Vistica Wealth Advisors | Carlsbad | CFP | Percentage of assets, Flat fee or retainer |
| Arnie Cabiles | Achievable Wealth | Benicia | CFP, EA | Ongoing planning fee |
| Brett Cicinelli | Confluence Capital Advisors | Woodland Hills | CFP, CFA | Percentage of assets |
| Bugra Bakan | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |