| Henri Moudi | Mission Creek Capital Partners | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| Kristina Joy Torrealba | Jackson Square Capital | San Francisco | CFP | Percentage of assets |
| Lauren Stansell | YeskeBuie | San Francisco | CFP | Percentage of assets |
| Marisa Heiden | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Melanie Pelayo | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Nihal Muzumdar | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Paul Lafollette | Intelligent Investor Financial Planning | San Francisco | CFP | Ongoing planning fee |
| Shana Ballard | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Sydney Woodward | YeskeBuie | San Francisco | CFP | Percentage of assets |
| William Reynolds | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Aureliana Lopes Monteiro | Strategic Wealth Capital | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Clayton Earle | Elevate Wealth Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Guillermo Amoretty | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Jeremy Bardin | Elevate Capital | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Kyle Dodson | The Advisory Group of San Francisco | San Francisco | CFP | Percentage of assets, Fixed fees |
| Lisette Smith | The Advisory Group of San Francisco | San Francisco | CFP | Percentage of assets, Fixed fees |
| Mariame Pierce | The Advisory Group of San Francisco | San Francisco | CFP | Percentage of assets, Fixed fees |
| Nathan Eddinger | Woven Prosperity | San Francisco | CFP | Percentage of assets |
| Rodrigo Nevado | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Rosana Ralya | Values Added | San Francisco | CFP | Percentage of assets, Hourly |
| Sabrina Lowell | Second Summit Wealth Management | San Francisco | CFP | Percentage of assets |
| Alexandra Sandberg | Osborne Partners | San Francisco | CFP, ChFC | Percentage of assets, Performance-based fees |
| Andrew Graham | Jackson Square Capital | San Francisco | CFA | Percentage of assets |
| Charles Gehring | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Daniel Haut | Osborne Partners | San Francisco | CFP, CFA | Percentage of assets, Performance-based fees |
| George Chang | Pillar Point Wealth Management | San Francisco | Not listed | Percentage of assets, Ongoing planning fee |
| Heather Liston | Clarity Financial | San Francisco | CFP | One-time planning fee |
| Holly Kindel | Prospettiva Financial | San Francisco | CFP | Percentage of assets, Fixed fees |
| J Christopher Kerckhoff | Plancorp, LLC | San Francisco | AIF, CFP, BBA, CFA | Percentage of assets, Hourly |
| Jacob Schwartz | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| John Friedman | John Friedman Financial | San Francisco | CFP | Flat fee or retainer, Hourly |
| Jonathan Lederer | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Meghan Daters | Sand Hill Global Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Ryan Ahrens | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Ryan Fujioka | Fire Capital Management | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Sarah Behr | Simplify Financial Planning | San Francisco | Not listed | Flat fee or retainer, One-time planning fee |
| Sean Fletcher | Prospettiva Financial | San Francisco | CFP | Percentage of assets, Fixed fees |
| Sherry Karlsson | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Stephen Miles | Sutro Advisors | San Francisco | Not listed | Ongoing planning fee, Percentage of assets |
| Syeda Iqbal | Nasira Financial | San Francisco | CFP | Hourly, Fixed fees |
| Thomas Piro | Osborne Partners | San Francisco | CFP | Percentage of assets, Performance-based fees |
| William Catton | Catton Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| William Kan | Candent Capital, LLC | San Francisco | CFA, CFP, MBA | Percentage of assets, Hourly |
| Zachary Riera | Osborne Partners | San Francisco | CFP | Percentage of assets, Performance-based fees |
| Brandon Hagerla | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Dana Grigg | Divorce Analysis | San Francisco | Not listed | Percentage of assets, Hourly |