| Christian Litscher | Illumination Wealth Management | San Diego | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Christine Papelian | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Christine Skoczek | Vistica Wealth Advisors | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| David Kim | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Edward Yoon | MQ Private Wealth | Torrance | CFP | Percentage of assets, Hourly |
| Erin Hadley | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Faruk Jaffer | Index Gurus | Concord | CFP, ChFC | Percentage of assets, One-time planning fee |
| Ginger Ames | Whisper Financial LLC | Cobb | CFP, EA | Percentage of assets, Hourly |
| Jack Stemper | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| James Griffin | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Jane Yoo | Jane Financial, LLC | Oakland | CFP, MBA | Fixed fees |
| Jarrett Topel | Topel & DiStasi Wealth Management | Berkeley | CFP | Percentage of assets, Flat fee or retainer |
| Jay Hutchins | The Wealth Conservatory | Plymouth | AEP, AIFA, CDFA, CFP | One-time planning fee, Ongoing planning fee |
| Jeffrey Clark | Redwood Money | San Jose | CFP | Percentage of assets, Ongoing planning fee |
| Jeffrey Vistica | Vistica Wealth Advisors | Carlsbad | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Jessica Lanning | Lanning Financial | San Francisco | CFP | Percentage of assets, One-time planning fee |
| Jim Frazin | Communitas Financial Planning PBC | San Francisco | CFP | Hourly, Percentage of assets |
| John Kenny | Illumination Wealth Management | Berkeley | CFP | Flat fee or retainer, Ongoing planning fee |
| Jon Henderson | Echo45 Advisors | Walnut Creek | CFP | Percentage of assets |
| Maureen Recker | Bridgelane Financial | San Francisco | CFP, MBA | Percentage of assets, Hourly |
| Mike Biggica | Pixel Financial Planning, LLC | San Francisco | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Nathaniel Sarkar | Redwood Money | Sunnyvale | CFP | Percentage of assets, Ongoing planning fee |
| Nick Covyeau | Swell Financial | Costa Mesa | CFP | Percentage of assets, Hourly |
| Norman Mangina | Illumination Wealth Management | Palm Springs | CFP | Flat fee or retainer, Ongoing planning fee |
| Ronald Bernstein | Prism Planning Partners | Rancho Mirage | CFP, PFS | One-time planning fee |
| Sara Gawick | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Sara Lovell | 21 West Wealth Management | Tustin | CFP | Percentage of assets |
| Shalmali Kulkarni | Pathview Wealth Advisors | San Diego | CFP, Certified Student Loan Professional, CPA, EA | Percentage of assets, Hourly |
| Steven Pitchford | Towerpoint Wealth | Sacramento | CFP | Percentage of assets, One-time planning fee |
| Tammy Trenta | Family Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Thao Truong | Anora Wealth | San Marcos | CFP, CDFA | Percentage of assets, Fixed fees |
| Tony Matheson | Slalom Wealth Management | Sacramento | CFA, CFP | Percentage of assets, Hourly |
| Ulrich Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Victor Gersten | Cross Border Wealth Advisors | San Diego | CFP | Percentage of assets, Ongoing planning fee |
| Zachary Benton | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Zane Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Alfred Au | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Alicia Ivancovich | Financially Healthy | Oakland | CFP | Percentage of assets, One-time planning fee |
| Becky Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Billy Hatton | Billfold Budget Counseling | Sherman Oaks | CFP | Hourly, Subscription |
| Brandon Kurz | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Bridget Harkins | Wheels Up Wealth, Inc. | Benicia | CFP | One-time planning fee |
| Bryan Ward | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Daniel Cadena | Cadena Financial Planning & Tax Services | San Diego | CFP | Hourly, One-time planning fee |
| 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 |
| Jonathan Wong | Layari Financial | Fullerton | CFP, APMA, CRPC | Percentage of assets, Fixed fees |
| Joshua Loveall | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Joshua Richardson | R&R Financial | Brea | CFP | Percentage of assets |
| Kenneth Butler | Butler Financial Services | Westlake Village | CFP | Flat fee or retainer, One-time planning fee |