| Warren Isenberg | Walker Financial Advisors | Mission Viejo | CFP | Hourly, Flat fee or retainer |
| Alex Soderberg | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Amy Cono | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Anat Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Andrew Davainis | Breen Wealth Management | Petaluma | Not listed | Percentage of assets |
| Andrew Redlick | Investment Growth Management | Clayton | CFP | Percentage of assets, Hourly |
| Annie Klopstock | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Anthony Borba Jr | Breen Wealth Management | Petaluma | Not listed | Percentage of assets |
| Arek Puzia | PathWise | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Ashley Wilken | The Rice Partnership | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Aureliana Lopes Monteiro | Strategic Wealth Capital | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Benjamin Cohen | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Benjamin Peters | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Beverly Patton | Syrios Wealth Management Group | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Brittany Anderson | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Bryan Foronjy | Foronjy Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| Cagatay Koc | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Charles Tran | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Christopher Missirlian | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Constance Mitchell | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Daniel Nakahara | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Debra Ellisen | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Dezaree Seeds | Sierra Ocean | Ripon | CFP | Percentage of assets, Fixed fees |
| Domenica Stokes | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| Edwin Ryu | Legacy Wealth Advisors | San Jose | PFS | Percentage of assets, Hourly |
| Emilie Andres | Statherós Financial Solutions | El Dorado Hills | CFP | Percentage of assets |
| Emily Goodman | Foronjy Financial | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Eugene Binunsky | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Gerwin de Haan | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Jack Johnson | Sierra Financial Planning & Asset Management | Roseville | CFP | Flat fee or retainer, Ongoing planning fee |
| Jacob Parsons | Statherós Financial Solutions | El Dorado Hills | CFP, ChFC | Percentage of assets |
| James Curran | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| Jeff Poole | Wealth Analytics | San Clemente | Not listed | Percentage of assets, Hourly |
| Jeffrey Burrow | Sierra Ocean | Ripon | CFP | Percentage of assets, Fixed fees |
| Jeffrey St. Claire | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Jeffrey Vieth | Knightsbridge Wealth Management | Newport Beach | CFP | Percentage of assets, Performance-based fees |
| Jeremy Bardin | Elevate Capital | San Francisco | CFA | Percentage of assets, Performance-based fees |
| John Bell | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Cordano | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| Justin Krane | Krane Financial Solutions | Calabasas | CFP | Percentage of assets, Hourly |
| Kanaka Szabo-Cummings | Gates Pass Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Kenneth Perine | Meritage Wealth Advisory | Santa Rosa | CFP | Percentage of assets, Fixed fees |
| Kim Berger | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Kirk Ludwig | WESTHILL Financial Advisors | San Rafael | CFP, ChFC | Percentage of assets, Hourly |
| Lee Jones | Tangent Retirement | Irvine | Not listed | Percentage of assets, Flat fee or retainer |
| Louise Alexander | Gates Pass Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Marc Roth | Elmwood Wealth Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Maria Ojeda Partida | Shah Wealth Advisors | Chino Hills | Not listed | Percentage of assets, Fixed fees |
| Mark Gordon | Wealth Architects | Mountain View | CFP, CFA | Percentage of assets, Hourly |