| Rebecca Contin | East Rock Financial Services | Santa Cruz | CFP | Flat fee or retainer, Percentage of assets |
| Rene De Charon | Divorce financial consulting | Rancho Santa Fe | CFP | Hourly, One-time planning fee |
| Robert Gillooly | Elmwood Wealth Management | Berkeley | CFA | Percentage of assets, Hourly |
| Sean O'Brien | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Sean Shannon | Monograph Wealth | Manhattan Beach | CFP, CFA | Percentage of assets, Hourly |
| Stephanie Lee | East Rock Financial Services | Burlingame | CFP | Flat fee or retainer, Percentage of assets |
| Stuart Crandall | Hutchinson Capital Management | San Rafael | CFP | Percentage of assets, Hourly |
| Susan Landry | Wynn Capital Management | Santa Cruz | CFP | Percentage of assets, Hourly |
| Taylor Bell | Aequitas Financial | Santa Ana | Not listed | Percentage of assets, Ongoing planning fee |
| Theodore Fischer | Fischer Investment Strategies | Westlake Village | CFP | Hourly, Flat fee or retainer |
| Thomas Powers | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Todd Hadley | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Tom Chun | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Tyler Schalch | FPC Wealth | Petaluma | CFP | Percentage of assets |
| Amanda Albright | Lodestar Asset Management | Alamo | CFP | Percentage of assets, Hourly |
| Andy Chong | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Anjali Jayakumar | FIT Advisors | Redondo Beach | CFP | Percentage of assets, Hourly |
| Anthony Carr | Carr Wealth Management | Pleasanton | CFP | Percentage of assets |
| Anthony Craun | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Anthony Jurado | Lodestar Asset Management | Alamo | CFP | Percentage of assets, Hourly |
| Barton Brewer | Global Business Management | Valencia | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Brandon Grundy | Ridgeview Financial Planning | Santa Rosa | CFP | Percentage of assets, Hourly |
| Brandon Morton | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Brenda Vingiello | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Brian Dombkowski | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Britt Joyce | Regatta Capital Group | El Segundo | CFA | Percentage of assets, Hourly |
| Brooke Salvini | Salvini Financial Planning | San Luis Obispo | CFP, PFS | Hourly, Fixed fees |
| Carol Wikle | Mirador Capital Partners | Pleasanton | CFP | Percentage of assets, Hourly |
| Cole Durkin | Insight Wealth Strategies | San Ramon | CFA | Percentage of assets, Hourly |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| David Garelick | Global Business Management | Valencia | CFP | Percentage of assets, Hourly |
| 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 |
| Gary Rennie | Rennie and Associates | Irvine | CFP | Flat fee or retainer |
| Harish Prabandham | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Henri Moudi | Mission Creek Capital Partners | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| 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 |
| Jeffrey Yoakum | Yoakum Wealth Management | South San Francisco | CFP | Percentage of assets, Hourly |
| Jessica Serrano | Equal Voices Wealth | Castaic | CFP | Ongoing planning fee |
| 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 |