| Faruk Jaffer | Index Gurus | Concord | CFP, ChFC | Percentage of assets, One-time planning fee |
| Jack Stemper | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| James Griffin | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Jarrett Topel | Topel & DiStasi Wealth Management | Berkeley | CFP | Percentage of assets, Flat fee or retainer |
| Jeffrey Clark | Redwood Money | San Jose | CFP | Percentage of assets, Ongoing planning fee |
| Jeffrey Vistica | Vistica Wealth Advisors | Carlsbad | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| 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 |
| Jon Henderson | Echo45 Advisors | Walnut Creek | CFP | Percentage of assets |
| 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 |
| Ulrich Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Victor Gersten | Cross Border Wealth Advisors | San Diego | CFP | Percentage of assets, Ongoing planning fee |
| Zachary Benton | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Zane Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Alicia Ivancovich | Financially Healthy | Oakland | CFP | Percentage of assets, One-time planning fee |
| Becky Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Daniel Cadena | Cadena Financial Planning & Tax Services | San Diego | CFP | Hourly, One-time planning fee |
| Derek Munchow | Augustus Wealth | Long Beach | CFP, ChFC | Hourly, Ongoing planning fee |
| Kenneth Butler | Butler Financial Services | Westlake Village | CFP | Flat fee or retainer, One-time planning fee |
| Laurean Nardone | Shira Ridge Wealth Management | Larkspur | CFP | 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 Christl | Wise Wealth Partners | Folsom | CFP | Percentage of assets |
| Matthew Davis | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Matthew Lewis | TechView Wealth Advisors | San Francisco | CFP, CFA | Percentage of assets |
| Samantha Vient | Ellevest | Costa Mesa | CFP | Percentage of assets, Flat fee or retainer |
| Tyler Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Yvonne Darby | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Alexander Collins | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Allison Meier | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Amy Thacher | Blume Capital Management | Berkeley | CFP | Percentage of assets, Hourly |
| Andrew Drennan | D'Arcy Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Ariana Alisjahbana | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Arpy Raval | Shah Wealth Advisors | Chino Hills | CFP | Percentage of assets, Fixed fees |
| Bradley Sayre | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Brian Kozel | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Bryan Theall | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Calvin Lo | Keystone Global Partners | Monrovia | CFP, CFA | Percentage of assets |
| Carolina Ortiz | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Christie Whitney | Rebalance | Palo Alto | CFP | Percentage of assets |
| Christopher Hughes | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Cody Makela | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Daniel Huffman | Cornerstone Financial Planning | Other | ChFC | Flat fee or retainer, Ongoing planning fee |
| Daniel Tripp | Redwood Grove Wealth Management | San Rafael | CFP | One-time planning fee |
| David Chenet | Presidio Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| David Espineira | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |