| Penny Houseman | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Peter Kriss | Macroclimate | Sausalito | Not listed | Percentage of assets, Flat fee or retainer |
| Philip Lang | Occfo | Costa Mesa | CFP | Percentage of assets, Hourly |
| Preston Mayo | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Rachna Bijlani | BRsquared | Danville | CFP | Percentage of assets, Hourly |
| Ramprasad Satagopan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |
| Ramy Hindiyeh | Finmentum | Elk Grove | Not listed | Percentage of assets |
| Ranga Srinivasan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |
| Raymond Clark | The Clark Group Asset Management | Dana Point | CFP | Percentage of assets |
| Rebecca Dodge | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Renee Michel | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Rob Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Rosario Chacon | Wealth-Source Financial | Oakland | CFP, MBA | Percentage of assets, Hourly |
| Rosario Scappaticci | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Russell Clifford | Clifford Financial Planning, Inc. | Santa Rosa | CFP | Percentage of assets, Hourly |
| Russell Maltes | Simplified FP | Clovis | CFP | Percentage of assets, One-time planning fee |
| Ryan Ahrens | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Ryan Beckham | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Ryan Fujioka | Fire Capital Management | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Ryan Kelley | Bell Investment Advisors | Orinda | CFA | Percentage of assets, Hourly |
| Ryan Meacham | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Sarah Behr | Simplify Financial Planning | San Francisco | Not listed | Flat fee or retainer, One-time planning fee |
| Sarah Ellis | GKV Capital | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Saul Greene | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Scott Allison | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Scott Arwin | Ring Mountain Capital | Tiburon | CFA | Percentage of assets |
| Scott Bell | Gross Domestic Product | Playa Del Rey | Not listed | Percentage of assets, One-time planning fee |
| Scott Draper | THRIVE Financial Planning | El Dorado Hills | CFP, CPA | Percentage of assets, Hourly |
| Scott Holder | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Scott Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Sean Fletcher | Prospettiva Financial | San Francisco | CFP | Percentage of assets, Fixed fees |
| Sean Planchard | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Shayne Cooper | Fiduciary Financial Group | Rohnert Park | Not listed | Percentage of assets, Fixed fees |
| Sherry Karlsson | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Shivani Patel | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Shufan Cao | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Simranjot Bachal | Circuit Wealth | Burlingame | CFA, CFP, MBA | Percentage of assets, Fixed fees |
| Spencer Kelly | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Spencer Rhode | Corvus Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets |
| Stephanie Kemp | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Stephen Chen | Boldin | Mill Valley | Not listed | Flat fee or retainer, Ongoing planning fee |
| Stephen Miles | Sutro Advisors | San Francisco | Not listed | Ongoing planning fee, Percentage of assets |
| Steven Zorn | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Suzanne Herman | Roberts Wealth Advisors | Menlo Park | CFP | Percentage of assets, Hourly |
| Syeda Iqbal | Nasira Financial | San Francisco | CFP | Hourly, Fixed fees |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Terri Spath | Zuma Wealth, LLC | Malibu | CFP, CFA, MBA | Percentage of assets, Fixed fees |
| Theodore Palfini | Cavalot Capital | Redding | Not listed | Percentage of assets, Hourly |
| Thomas Carroll | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Thomas Neja | Capital CS Group | Corona | Not listed | Percentage of assets, Hourly |