| Heather Comella | Folsom Wealth Advisors | Folsom | CFP | Percentage of assets, Hourly |
| Josh Escalante Troesh | Purposeful Strategic Partners | Alta Loma | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Joshua Escalante Troesh | Purposeful Strategic Partners | Alta Loma | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Kimberly Keesler Herrera | Tessara Wealth | Burlingame | MBA, CFP, ChFC, RICP | Percentage of assets, Hourly |
| Marcus Holzberg | Holzberg Wealth Management | Corte Madera | CFP | Percentage of assets, Hourly |
| Meghan Coolbaugh | Oak Street Advisory Group, LLC | Nevada City | CFP, MA | Percentage of assets, One-time planning fee |
| Michael Randall | Oak Summit Wealth Management | San Diego | CFP, CFA, EA | Ongoing planning fee |
| Mike Farrow | FlightPath Financial Planning | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Natalie Taylor | The Goodland Group | Goleta | CFP, TPCP | Ongoing planning fee, Percentage of assets |
| Sarah Brown | Natural Bridges Financial Advisors | Santa Cruz | CFP, CPA, MBA | Flat fee or retainer, Ongoing planning fee |
| Sarah Maitre | Camriel Advisors | Mount Shasta | CFP, CFA | Ongoing planning fee |
| Steven Medland | TABR Capital Management, LLC | Orange | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Alfred McIntosh | McIntosh Capital Advisors, Inc. | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Bridget Grimes | WealthChoice LLC | Coronado | CFP | Percentage of assets, Hourly |
| Colleen Soares | Soares Financial, Inc. | Napa | CFP, CPA | Hourly, Flat fee or retainer |
| David Barnett | Barnett Financial Planning | Riverside | CFP | Hourly, One-time planning fee |
| Delia Fernandez | Fernandez Financial Advisory, LLC | Los Alamitos | CFP, MBA | Percentage of assets, Hourly |
| Donald Hance, Jr | Glenmore Financial, Inc. | Pacific Palisades | CFP, EA | Ongoing planning fee |
| Eric Figueroa | Hesperian Wealth LLC | Folsom | CFP | Percentage of assets, Ongoing planning fee |
| Gabriel Shahin | Falcon Wealth Planning, Inc. | Irvine | AIF, CFP | Percentage of assets, Hourly |
| Ira Fateman | SAS Financial Advisors, LLC | San Francisco | BS, CFP, M.Ed. | Percentage of assets, Flat fee or retainer |
| Jeremy Portnoff | PortSalus Wealth Management | Mission Viejo | CFP | Percentage of assets, Fixed fees |
| Larry Koeppel | Digital Wealth, LLC | Marina Del Rey | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Leslie Merrithew | Merrithew & Thorsten | San Diego | CFP, EA | Ongoing planning fee |
| Matthew Stebnicki | Stebnicki Financial Planning LLC | San Francisco | CFP, MBA | Hourly, Percentage of assets |
| Michael Martinez | Live, Learn, Grow Wealth Management | Diamond Bar | CFP, CRPC | Fixed fees |
| Rick Valenzi | The Financial Zen Group, Inc. | San Francisco | CFP, CRPC | Ongoing planning fee |
| Scott Frank | Stone Steps Financial | Cardiff | CFP, CFA, RLP | Percentage of assets, Hourly |
| Thomas Donnelly | Donnelly Investments | West Hollywood | CFP, JD | Percentage of assets |
| 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 |
| Charles Ho | Legacy Builders Financial | Folsom | CFP | Ongoing planning fee |
| Daniel Andersen | Parkshore Wealth Management | Granite Bay | CFP, CTEC | Percentage of assets, Hourly |
| David Carlson | Sound Investment Management, LLC | Newport Beach | CFP, ChFC, CKA, MBA | 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 |
| Gabbi Cerezo | Sustain Financial Inc. | Culver City | CFP, AFC | Percentage of assets, Ongoing 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 |
| 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 |
| 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 |
| Larson Patty | Rothman Investment Management | Atascadero | CFP, CKA, EA, BS | Percentage of assets, One-time planning fee |
| Mark Pingree | Fog City Advisors, LLC | Albany | CFP, CPA, MBA | Percentage of assets, Fixed fees |
| Mark Stempel | Encore Wealth Advisors, LLC | Nevada City | CFP, EA | Ongoing planning fee |