| Gitanjali Kumar | Worthique LLC | San Francisco | CFP | Ongoing planning fee, One-time planning fee |
| Jacob Greenberg | Pure Financial Advisors, LLC | San Diego | AIF, CFP, ChFC, MPH | Percentage of assets, One-time planning fee |
| Jake Taylor | Astra Wealth Management | San Diego | CFP | Percentage of assets |
| Jennipher Lommen | Wildflower Financial LLC | Santa Cruz | BA, CFP, EA | Ongoing planning fee |
| Jose Armenta | Create Your Path | San Diego | CFP, ChFC, EA, MSBA | Flat fee or retainer, Ongoing 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 |
| 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 |
| Michael Izbotsky | From Planning to Living LLC | Reseda | CFP | Percentage of assets, Ongoing planning fee |
| Robert Machado | Compass Rose Financial Planning & Investment Management | Palm Springs | BS, CFP, MBA, MSFP | Percentage of assets |
| 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 |
| Charles Edson | Wealth Being Advisors | Hermosa Beach | CFP | Percentage of assets, Ongoing planning fee |
| Ella Taylor | Ella Financial Advising | Oakland | CFP | Percentage of assets, 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 |
| Kaden Wootton | ENSPIRE WEALTH MANAGEMENT, LLC | Santa Rosa | CFP | Percentage of assets, Fixed fees |
| Marcus Holzberg | Holzberg Wealth Management | Corte Madera | CFP | Percentage of assets, Hourly |
| Michael Randall | Oak Summit Wealth Management | San Diego | CFP, CFA, EA | Ongoing planning fee |
| Mike Anderson | AdviceOnly | Murrieta | CFP | Hourly, Flat fee or retainer |
| Sarah Maitre | Camriel Advisors | Mount Shasta | CFP, CFA | Ongoing planning fee |
| Wilson Li | Abacus Wealth Partners | Sebastopol | FPQP, CFP, MBA, CDFA | Percentage of assets, Fixed fees |
| Bill Holliday | AIO Financial, LLC | Los Angeles | Not listed | Percentage of assets, Ongoing planning fee |
| Colleen Soares | Soares Financial, Inc. | Napa | CFP, CPA | Hourly, Flat fee or retainer |
| Danny Michael | Satori Wealth Management Inc. | San Diego | CFP, RLP | Percentage of assets, Fixed fees |
| Donald Hance, Jr | Glenmore Financial, Inc. | Pacific Palisades | CFP, EA | Ongoing planning fee |
| Gabriel Shahin | Falcon Wealth Planning, Inc. | Irvine | AIF, CFP | Percentage of assets, Hourly |
| Jeremy Portnoff | PortSalus Wealth Management | Mission Viejo | CFP | Percentage of assets, Fixed fees |
| Leslie Merrithew | Merrithew & Thorsten | San Diego | CFP, EA | Ongoing planning fee |
| Thomas Donnelly | Donnelly Investments | West Hollywood | CFP, JD | Percentage of assets |
| Uchechi Kalu | Greenlight Financial Planning | Los Angeles | CFP | 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 |
| Eric Toya | Navigoe, LLC | Redondo Beach | CFP, EA | Ongoing planning fee |
| Gary Pia | Mission Street Wealth Planning | South Pasadena | CFP | Percentage of assets, Fixed fees |
| Jill Shibuya | Archvest Wealth Advisors, Inc. | Concord | CFP, BS | Percentage of assets, Hourly |
| Kimberly Helm | Quantum Financial Advisors, LLC | Pasadena | CFP, CDFA, CFA, MBA | Percentage of assets, Hourly |
| 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 |
| Allen Regan | Vistica Wealth Advisors | Carlsbad | CFP | Percentage of assets, Flat fee or retainer |
| Brett Cicinelli | Confluence Capital Advisors | Woodland Hills | CFP, CFA | Percentage of assets |
| 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 |
| Christine Skoczek | Vistica Wealth Advisors | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| 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 |