| David Epps | Integral Wealth Management | Modesto | CFP | Percentage of assets, Fixed fees |
| David Sylvester | CAVU Wealth Advisors | Walnut Creek | CFP, CFA | Percentage of assets, Fixed fees |
| Don Garman | Mirador Capital Partners | Pleasanton | CFP | Percentage of assets, Hourly |
| Donald Debernardi | Sierra Asset Management | Oakhurst | CFP | Percentage of assets, Hourly |
| Earl Jordan Yaokasin | WealthArch Investment Services | Pasadena | CFA | Hourly |
| Edi Alvarez | Aikapa Wealth Planning & Management | Corte Madera | CFP | Flat fee or retainer |
| Erica Arroyo | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Gary Rennie | Rennie and Associates | Irvine | CFP | Flat fee or retainer |
| Harish Prabandham | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| Jacob Levy | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| James Boucher | Wilson + Boucher | Orinda | CFP | Percentage of assets, Hourly |
| Jane Swan | Veris Wealth Partners | Oakland | CFA | Percentage of assets, Hourly |
| Janet Larsen | Step Financial | Seal Beach | CFP | Percentage of assets, Hourly |
| Jared La Blue | DiversiFi Capital | Los Altos | Not listed | Ongoing planning fee, Percentage of assets |
| Jessica Serrano | Equal Voices Wealth | Castaic | CFP | Ongoing planning fee |
| 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 |
| Joshua Hayes | Curtis Advisory Group | Santa Barbara | CFP | Percentage of assets, Hourly |
| Juerg Ciceri | JC Financial Planning & Investments | Long Beach | CFP | Percentage of assets, Ongoing planning fee |
| Katherine Simmonds | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| Keith Hays | Creative Capitalists | Glendale | Not listed | Hourly, Flat fee or retainer |
| Kevin Gray | Lodestar Asset Management | Alamo | CFP | Percentage of assets, Hourly |
| Kristian Blom | Blom Levy & Co | Santa Barbara | Not listed | Flat fee or retainer, Ongoing planning fee |
| Lamberto Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Laura Kelly | Evanson Asset Management | Santa Cruz | CFP | Ongoing planning fee, One-time planning fee |
| Lawrence Lane | L Squared Wealth Management | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Lisa Sharp | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Mallory Sise | Integral Wealth Management | Turlock | CFP | Percentage of assets, Fixed fees |
| Manbir Chohan | Lynch Financial Advisors | Roseville | CFP | One-time planning fee |
| Mark Sifling | Simple Life Financial | El Cerrito | CFP | Percentage of assets, Hourly |
| Mark Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Martin Miller | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Michael Bernard | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| 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 Butler | Butler Financial Services | Westlake Village | Not listed | Flat fee or retainer, One-time planning fee |
| Nicholas Walker | Walker Financial Advisors | Mission Viejo | CFP | Hourly, Flat fee or retainer |
| Nihal Muzumdar | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Nino Pavan | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Noah Damsky | Marina Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Patrick Collins | Evanson Asset Management | Monterey | CFP | Ongoing planning fee, One-time planning fee |
| Paul Cordero | Attune Financial Planning | San Rafael | CFP | Percentage of assets, Ongoing planning fee |
| Paul Lafollette | Intelligent Investor Financial Planning | San Francisco | CFP | Ongoing planning fee |
| Peter Landini | RBP Investment Advisors | Alamo | CFP | Percentage of assets, Hourly |
| Peter Shenas | Ariston Services Group | San Diego | CFP | Percentage of assets |