| Paul Crosbie Straightforward, tax-informed plans for do-it-yourselfers who want sound advice they can understand and carry out on their own. | WealthMap Planning | San Luis Obispo | CPA/PFS | One-time planning fee, Hourly |
| Ronald Bernstein | Prism Planning Partners | Rancho Mirage | CFP, PFS | One-time planning fee |
| Steven Pitchford | Towerpoint Wealth | Sacramento | CFP | Percentage of assets, One-time planning fee |
| Tony Matheson | Slalom Wealth Management | Sacramento | CFA, CFP | Percentage of assets, Hourly |
| Ty Rollins A simple, low-maintenance Retirement Roadmap for individuals and couples near or in retirement, with personalized recommendations. | Ty Rollins, Inc. | Walnut Creek | MBA, EA | Subscription |
| 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 |
| Zane Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Alfred Au | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, 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 |
| Brandon Kurz | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Bryan Ward | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Daniel Cadena | Cadena Financial Planning & Tax Services | San Diego | CFP | Hourly, One-time 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 |
| Kenneth Butler | Butler Financial Services | Westlake Village | CFP | Flat fee or retainer, One-time planning fee |
| Keythe Ward-Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Laurean Nardone | Shira Ridge Wealth Management | Larkspur | CFP | Percentage of assets |
| 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 Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| 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 |
| 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 |
| Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. | Gerber Kawasaki Wealth & Investment Management | Santa Monica | CFP | Percentage of assets, Hourly |
| Thomas Lowish | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| 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 |
| Anithah Neelakanda-Pillai | AP Investment Management | Mountain View | CFP | Percentage of assets, Flat fee or retainer |
| 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 Breen | Breen Wealth Management | Petaluma | CFP | Percentage of assets |
| 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 McCurdy | McCurdy Financial Solutions | Rocklin | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Daniel Tripp | Redwood Grove Wealth Management | San Rafael | CFP | One-time planning fee |