| Daniel Miladinovich | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| Daniel Vistica | Vistica Wealth Advisors | Carlsbad | Not listed | Percentage of assets, Flat fee or retainer |
| Diane Bourdo | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Don Eidam | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Garth Williams | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Gary Roof | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Geovanni James | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Glenn Young | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Gregg Clarke | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Gregory Meyer | New Wave Financial Services | Hermosa Beach | CFP | Percentage of assets, Hourly |
| Heather Quintero | Carter Financial | La Jolla | CFP | Percentage of assets, Fixed fees |
| Hollyn Sekiguchi | Pasadena Private Wealth | Pasadena | CFP | Percentage of assets, Hourly |
| Jacqueline Remar | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Jason Cohen | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |
| Jennifer Bahi | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Juan Carlos Peralta | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Kayla Fernandez | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Kenneth Gott | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Lance Pieper | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| 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 |
| Manuel Ortiz Aquino | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Maria Quintana-Pilling | North Berkeley Wealth Management | Berkeley | CFA | Percentage of assets |
| Mark Pitre | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Michael Maloon | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Milo Hanke | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Nathan Cultice | Castle Wealth Planning | Santa Barbara | CFP | Percentage of assets, Hourly |
| Nathan Walsh | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Nicholas Simonian | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Peter Burton | Burton Enright Welch | Walnut Creek | ChFC | Percentage of assets |
| Randall Maycock | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Rebecca Contin | East Rock Financial Services | Santa Cruz | CFP | Flat fee or retainer, Percentage of assets |
| Robert Gillooly | Elmwood Wealth Management | Berkeley | CFA | Percentage of assets, Hourly |
| Scott Hampton | Moment Partners | San Francisco | 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 |
| Taylor Welz | DKM Wealth Management | Stockton | CFP, PFS | Percentage of assets, Fixed fees |
| 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 |
| Tom Chun | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Andy Chong | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Anthony Jurado | Lodestar Asset Management | Alamo | CFP | Percentage of assets, Hourly |
| Barry Mendelson | Elevation Wealth Partners | Walnut Creek | CFP | Percentage of assets |
| Benjamin Lupu | Kensington A.M.I. | Burbank | CFP | Percentage of assets |
| Brian Ferrin | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |