| Paul Saad | Collabria Capital, Inc | San Ramon | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Catherine Hawley | Hawley Personal Finance | Los Angeles | CFP | Hourly, Flat fee or retainer |
| 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 |
| Kimberly Keesler Herrera | Tessara Wealth | Burlingame | MBA, CFP, ChFC, RICP | Percentage of assets, Hourly |
| Meredith Schneider | Schneider Wealth Management | Palo Alto | BA, CFP | Percentage of assets, Fixed fees |
| Natalie Taylor | The Goodland Group | Goleta | CFP, TPCP | Ongoing planning fee, Percentage of assets |
| Sarah Maitre | Camriel Advisors | Mount Shasta | CFP, CFA | Ongoing planning fee |
| Bridget Grimes | WealthChoice LLC | Coronado | CFP | Percentage of assets, Hourly |
| Ira Fateman | SAS Financial Advisors, LLC | San Francisco | BS, CFP, M.Ed. | Percentage of assets, Flat fee or retainer |
| Larry Koeppel | Digital Wealth, LLC | Marina Del Rey | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Matthew Stebnicki | Stebnicki Financial Planning LLC | San Francisco | CFP, MBA | Hourly, Percentage of assets |
| Scott Frank | Stone Steps Financial | Cardiff | CFP, CFA, RLP | Percentage of assets, Hourly |
| Stan Himeno-Okamoto | DRS Financial Partners | San Francisco | CFP, CFA, EA | Hourly |
| Tom Lo | Vested Financial Planning, LLC | San Carlos | CFP, MBA | Ongoing planning fee |
| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence.
We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
| Rob Lyman | Johnson Lyman Wealth Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. | Bull Oak | Rancho Santa Fe | CFP | Flat fee or retainer, Percentage of assets |
| Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. | Define Financial | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Bugra Bakan | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Christian Litscher | Illumination Wealth Management | San Diego | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Christine Papelian | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| David Kim | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Edward Yoon | MQ Private Wealth | Torrance | CFP | Percentage of assets, Hourly |
| Erin Hadley | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Faruk Jaffer | Index Gurus | Concord | CFP, ChFC | Percentage of assets, One-time planning fee |
| James Griffin | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Jane Yoo | Jane Financial, LLC | Oakland | CFP, MBA | Fixed fees |
| Jeffrey Clark | Redwood Money | San Jose | CFP | Percentage of assets, Ongoing planning fee |
| Jessica Lanning | Lanning Financial | San Francisco | CFP | Percentage of assets, One-time planning fee |
| John Kenny | Illumination Wealth Management | Berkeley | CFP | Flat fee or retainer, Ongoing planning fee |
| Nathaniel Sarkar | Redwood Money | Sunnyvale | CFP | Percentage of assets, Ongoing planning fee |
| Norman Mangina | Illumination Wealth Management | Palm Springs | CFP | Flat fee or retainer, Ongoing planning fee |
| Sara Gawick | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Steven Pitchford | Towerpoint Wealth | Sacramento | CFP | Percentage of assets, One-time planning fee |
| Tammy Trenta | Family Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Zachary Benton | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Alfred Au | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Brandon Kurz | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Derek Munchow | Augustus Wealth | Long Beach | CFP, ChFC | Hourly, Ongoing planning fee |
| Jackie Kleinman | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Joshua Loveall | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Lily Zhang | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Mallory Davis | MA Private Wealth | San Carlos | CFP | Percentage of assets, Fixed fees |
| Mark Boujikian | Keymark Financial | Rolling Hills Estates | CFP | Percentage of assets, Ongoing planning fee |
| Matthew Lewis | TechView Wealth Advisors | San Francisco | CFP, CFA | Percentage of assets |
| Nathan Dingler | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Raymond Vo | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Samantha Vient | Ellevest | Costa Mesa | CFP | Percentage of assets, Flat fee or retainer |