| Deirdre Hegarty | Branch & Bloom Financial Planning, LLC | Menlo Park | CFP | One-time planning fee, Ongoing planning fee |
| Don Martini | Envision Financial Planning | San Francisco | CFA, CFP | Percentage of assets, Hourly |
| Evor Vattuone | Aspire Planning Associates, Inc. | Cupertino | CFP, CFS | Hourly, Flat fee or retainer |
| Gina Hagen | Full Circle Financial Planning | Topanga | CFP, CPA | Hourly, Percentage of assets |
| Gitanjali Kumar | Worthique LLC | San Francisco | CFP | Ongoing planning fee, One-time planning fee |
| Jake Taylor | Astra Wealth Management | San Diego | CFP | Percentage of assets |
| Jane Beule | Griffin Black, LLC | Redwood City | BA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Jennipher Lommen | Wildflower Financial LLC | Santa Cruz | BA, CFP, EA | Ongoing planning fee |
| John Pak | Otium Advisory Group | El Segundo | BA, CFP, EA, MST | Flat fee or retainer, Hourly |
| Jose Armenta | Create Your Path | San Diego | CFP, ChFC, EA, MSBA | Flat fee or retainer, Ongoing planning fee |
| Kate Wilusz | Fiat Lux Financial Planning | San Francisco | CFP, CRPC | Ongoing planning fee, One-time planning fee |
| Katherine Fox | Sunnybranch Wealth LLC | San Francisco | CAP, CFP | Percentage of assets, Hourly |
| Kody Brown | Sequoia Financial Group | Pasadena | CFP, CRPS | Percentage of assets, Hourly |
| Krystal Fortner Simple, no-nonsense advice-only planning for clients at any savings level, starting with a plan and twice-yearly check-ins. | Krystal Fortner | Richmond | CFP | Subscription, One-time planning fee |
| Leighann Miko | Equalis Financial | Los Angeles | CFP, MST, RLP, BA | Percentage of assets, Ongoing planning fee |
| Lorne Abramson | Abramson Financial Planning, LLC | Burlingame | CFA, CFP, CTEC, EA | Flat fee or retainer, Hourly |
| Melissa Estrada | Fidela Wealth | Calabasas | CFP, CIMA | Percentage of assets, Hourly |
| Michael Garber | Michael Garber Financial Planning | Cupertino | CFP, CRTP, MSEE | Flat fee or retainer, Ongoing planning fee |
| Mira Ma | Marim Wealth Planning, LLC | San Mateo | CFP, CTEC, EA, RFC | Percentage of assets, Ongoing planning fee |
| Neil Portus | Olivehurst Advisors LLC | Roseville | CFP, CFA, MBA, TPCP | Percentage of assets, Hourly |
| Scott Brooks | Brooks Wealth Management | Westlake Village | CFP | Percentage of assets |
| Steve Heinemann | Recalibrating Wealth | Fountain Valley | CFP, CPA | Percentage of assets, Flat fee or retainer |
| Steven Fox Next Gen founder now building AdviceOnly to help advisors give advice instead of sales pitches; takes occasional small hourly projects. | AdviceOnly | San Diego | CFP, EA, BFA, MS | Subscription, One-time planning fee |
| Tara Unverzagt | South Bay Financial Partners | Torrance | CFP, MBA | Hourly, One-time planning fee |
| Andrew McFadden | Panoramic Financial Advice | Fresno | CFP, MBA | Flat fee or retainer |
| Catherine Hawley | Hawley Personal Finance | Los Angeles | CFP | Hourly, Flat fee or retainer |
| Charles Edson | Wealth Being Advisors | Hermosa Beach | CFP | Percentage of assets, Ongoing planning fee |
| Cheryl Vesely | Balance Financial Planning, LLC | Oakland | CFP, MA | Percentage of assets, Hourly |
| Ella Taylor | Ella Financial Advising | Oakland | CFP | Percentage of assets, Hourly |
| Galen Herbst de Cortina | Buff Your Finances, LLC | Newbury Park | CFP, MBA | One-time planning fee |
| Gerald Gasber | Gasber Financial Advisors, Inc. | Folsom | CFP, CFS, CIMA, CIMC | Percentage of assets, Hourly |
| Greg Vojtanek | Fade In Financial | Los Angeles | BA, CFP | Ongoing planning fee, Hourly |
| Heather Comella | Folsom Wealth Advisors | Folsom | CFP | Percentage of assets, Hourly |
| James McDougal Project-based, advice-only equity compensation planning for professionals who want plain-English analysis while staying in control of their decisions. | HiFi Planning | Long Beach | CFP, ECA | One-time planning fee, Hourly |
| Joseph Alfonso | Aegis Financial Advisory | Cupertino | CFP, ChFC, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Mike Anderson | AdviceOnly | Murrieta | CFP | Hourly, Flat fee or retainer |
| 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 |
| Patrick Whalen | Whalen Financial Planning | Los Angeles | CFP, CTFA | Hourly, One-time planning fee |
| Sarah Maitre | Camriel Advisors | Mount Shasta | CFP, CFA | Ongoing planning fee |
| Alfred McIntosh | McIntosh Capital Advisors, Inc. | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Bill Holliday | AIO Financial, LLC | Los Angeles | Not listed | Percentage of assets, Ongoing planning fee |
| Bridget Grimes | WealthChoice LLC | Coronado | CFP | Percentage of assets, Hourly |
| Bruce Dzieza | Willow Creek Wealth Management, Inc. | Sebastopol | CFP, CAIA | Percentage of assets, Hourly |
| Charles Malsbury | ThinkPlanSave, LLC | Daly City | CFP, MBA | Flat fee or retainer, Ongoing planning fee |