| Delia Fernandez | Fernandez Financial Advisory, LLC | Los Alamitos | CFP, MBA | Percentage of assets, Hourly |
| Donald Hance, Jr | Glenmore Financial, Inc. | Pacific Palisades | CFP, EA | Ongoing planning fee |
| Jeremy Portnoff | PortSalus Wealth Management | Mission Viejo | CFP | Percentage of assets, Fixed fees |
| Jon Luskin Hourly, advice-only planning for do-it-yourself investors from a fiduciary and longtime advocate of simple, low-cost index investing. | JonLuskin.com | San Diego | CFP | One-time planning fee |
| Leslie Merrithew | Merrithew & Thorsten | San Diego | CFP, EA | Ongoing planning fee |
| Michael Martinez | Live, Learn, Grow Wealth Management | Diamond Bar | CFP, CRPC | Fixed fees |
| Rick Valenzi | The Financial Zen Group, Inc. | San Francisco | CFP, CRPC | Ongoing planning fee |
| Susan Soesbe | Soesbe Financial, LLC | Sacramento | CFP, EA, MBA | Percentage of assets, Hourly |
| Walter Romatowski | Castellan Financial Advisors | Roseville | CFP, CMA, MBA | Hourly |
| Zack Swad | Swad Wealth Management, LLC | Santa Rosa | CFP, AAMS, RLP | Percentage of assets, Hourly |
| 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 |
| Aubrey Williams Hourly, advice-only planning for FI/RE clients with ADHD or neurodivergence, whether just starting out, close to FI or already there. | Open Path Financial, LLC | Santa Barbara | MS, MBA | Hourly |
| Daniel Andersen | Parkshore Wealth Management | Granite Bay | CFP, CTEC | Percentage of assets, Hourly |
| David Waldrop | Bridgeview Capital Advisors, Inc. | El Dorado Hills | CFP, CLU | Percentage of assets, Hourly |
| Dirk Huybrechts | HFM Advisors | Los Angeles | CFP | One-time planning fee, Hourly |
| Elise Murphy | Level Financial Advisors | Glendora | CFP, MSFP | Percentage of assets, Hourly |
| Gabbi Cerezo | Sustain Financial Inc. | Culver City | CFP, AFC | Percentage of assets, Ongoing planning fee |
| Gary Pia | Mission Street Wealth Planning | South Pasadena | CFP | Percentage of assets, Fixed fees |
| George Guttman | Guttman Financial Planning | Santa Monica | CFP, MBA | Hourly, One-time planning fee |
| Jack O'Donnell | JRO Wealth Management | San Diego | CFP, EA | Percentage of assets, Hourly |
| Jayce Lowe | Lighthouse Financial Services, Inc. | Brea | CFP | Percentage of assets |
| Jonathan Heagle | Mountain Vista Wealth Management | Santa Barbara | CFP, CFA | Hourly |
| Justin Waller | Waller Financial Coaching | Folsom | CEPA, CFP | Flat fee or retainer |
| Mark Pingree | Fog City Advisors, LLC | Albany | CFP, CPA, MBA | Percentage of assets, Fixed fees |
| Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. | Etzler Financial Advisors, LLC | Red Bluff | CFP | Hourly, Subscription |
| Pamela Chen | Refresh Investments LLC | Santa Monica | BS, CFA, CPA, MBA | Percentage of assets, Flat fee or retainer |
| 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 |
| Vladimir Kouznetsov | Retegy LLC | Irvine | CFP, EA | Percentage of assets, Hourly |
| Whitney Kelley | Pathways Advisory Group, Inc. | Fresno | CFP | Percentage of assets, Hourly |
| Allen Regan | Vistica Wealth Advisors | Carlsbad | CFP | Percentage of assets, Flat fee or retainer |
| Arnie Cabiles | Achievable Wealth | Benicia | CFP, EA | Ongoing planning fee |
| Brett Cicinelli | Confluence Capital Advisors | Woodland Hills | CFP, CFA | Percentage of assets |
| Bugra Bakan | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Christine Skoczek | Vistica Wealth Advisors | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| 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 |
| Jay Hutchins | The Wealth Conservatory | Plymouth | AEP, AIFA, CDFA, CFP | One-time planning fee, Ongoing planning fee |
| 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 |
| Jon Henderson | Echo45 Advisors | Walnut Creek | CFP | Percentage of assets |
| Mike Biggica | Pixel Financial Planning, LLC | San Francisco | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Nathaniel Sarkar | Redwood Money | Sunnyvale | CFP | Percentage of assets, Ongoing planning fee |
| Nick Covyeau | Swell Financial | Costa Mesa | CFP | Percentage of assets, Hourly |