| Joshua Stipcich | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Lee Jones | Tangent Retirement | Irvine | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan Kolstad | AP Investment Management | Mountain View | Not listed | Percentage of assets, Flat fee or retainer |
| Jennifer Ramaswamy | Sonoma Mountain Financial | Petaluma | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sarah Behr | Simplify Financial Planning | San Francisco | Not listed | Flat fee or retainer, One-time planning fee |
| Stephen Chen | Boldin | Mill Valley | Not listed | Flat fee or retainer, Ongoing planning fee |
| Robert Teel | Kingdom Capital Management | Carmichael | Not listed | Flat fee or retainer, Percentage of assets |
| Lawrence Russell | Lawrence Russell and Company | Pasadena | Not listed | Hourly, Flat fee or retainer |