| Brian Wang | Capital Advantage | Walnut Creek | CFA | Percentage of assets, Ongoing planning fee |
| Brooke Gaither | Integral Wealth Management | Turlock | CFP | Percentage of assets, Fixed fees |
| Cole Durkin | Insight Wealth Strategies | San Ramon | CFA | Percentage of assets, Hourly |
| Colin Taylor | Capital Advantage | Walnut Creek | CFA | Percentage of assets, Ongoing planning fee |
| David Epps | Integral Wealth Management | Modesto | CFP | Percentage of assets, Fixed fees |
| David Palshaw | Monterey Bay Asset Management | Monterey | CFP | Percentage of assets |
| David Yeske | YeskeBuie | San Francisco | CFP | Percentage of assets |
| Devin Hanson | Elevation Wealth Partners | Walnut Creek | CFP | Percentage of assets |
| Erica Arroyo | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Henri Moudi | Mission Creek Capital Partners | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| James Boucher | Wilson + Boucher | Orinda | CFP | Percentage of assets, Hourly |
| Jared La Blue | DiversiFi Capital | Los Altos | Not listed | Ongoing planning fee, Percentage of assets |
| Jeffrey Yoakum | Yoakum Wealth Management | South San Francisco | CFP | Percentage of assets, Hourly |
| Jesse Nix | Nix Wealth Management | Sacramento | CFP | Percentage of assets |
| Jodi Karambela | Integral Wealth Management | Turlock | CFP | Percentage of assets, Fixed fees |
| John Vreeland | Fairlead Financial Advisors | Greenbrae | CFP | Percentage of assets, Hourly |
| Jonathan Rugg | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Joseph Harrison | Lodestar Asset Management | Alamo | CFP | Percentage of assets, Hourly |
| Joseph Nix | Nix Wealth Management | Sacramento | CFP | Percentage of assets |
| Juerg Ciceri | JC Financial Planning & Investments | Long Beach | CFP | Percentage of assets, Ongoing planning fee |
| Kevin Gray | Lodestar Asset Management | Alamo | CFP | Percentage of assets, Hourly |
| Kristina Joy Torrealba | Jackson Square Capital | San Francisco | CFP | Percentage of assets |
| Kyle Sabdo | Stillwater Capital Management | Carmel-By-The-Sea | CFP | Percentage of assets |
| Lauren Stansell | YeskeBuie | San Francisco | CFP | Percentage of assets |
| Lisa Sharp | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Mallory Sise | Integral Wealth Management | Turlock | CFP | Percentage of assets, Fixed fees |
| Marisa Heiden | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Martin Miller | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Melanie Pelayo | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Michael Bernard | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Michael Ottman | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Nancy Howard | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Nicholas Walker | Walker Financial Advisors | Mission Viejo | CFP | Hourly, Flat fee or retainer |
| Noah Damsky | Marina Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Peter Landini | RBP Investment Advisors | Alamo | CFP | Percentage of assets, Hourly |
| Peter Thoms | Sierra Wealth Strategies | Coronado | CFA | Percentage of assets, Hourly |
| Rachael Johnson | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Richard Barnett | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Ryan McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Sasha Childers | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Scott Walker | Walker Financial Advisors | Mission Viejo | CFP | Hourly, Flat fee or retainer |
| Sevag Ossipian | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Shana Ballard | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Sheldon Goldman | Goldman Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Stephen Block | Elevation Wealth Partners | Walnut Creek | CFP, CFA | Percentage of assets |
| Stephen McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Stoyan Panayotov | Babylon Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| Sunni Allen | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Sydney Woodward | YeskeBuie | San Francisco | CFP | Percentage of assets |
| Vijay Patel | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |