| Paul Dedora | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Russell Mohberg | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Sharon Khan | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Sylvia Kwan | Ellevest | San Francisco | CFA | Percentage of assets, Flat fee or retainer |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Gavin Distasi | Topel & DiStasi Wealth Management | Berkeley | Not listed | Percentage of assets, Flat fee or retainer |
| Genecar Vivo | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| James Sutton | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Qiu | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Joseph Eschleman | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Kevin Apolinar Financial planner for Christians | Behavior Shift | Murrieta | Not listed | One-time planning fee, Subscription |
| Manuel Apolonio | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Maria Quintana-Pilling | North Berkeley Wealth Management | Berkeley | CFA | Percentage of assets |
| Megan Miller | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Melanie Perry | Sustainable Wealth Advisory Group | Los Angeles | CFP | Percentage of assets, Hourly |
| Milo Hanke | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Nathan Billigmeier | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Nathan Cultice | Castle Wealth Planning | Santa Barbara | CFP | Percentage of assets, Hourly |
| Sean O'Brien | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Steven Cliadakis | Altum Wealth Advisors | Chico | CFP | Percentage of assets, Fixed fees |
| Susan Landry | Wynn Capital Management | Santa Cruz | CFP | Percentage of assets, Hourly |
| Taylor Bell | Aequitas Financial | Santa Ana | Not listed | Percentage of assets, Ongoing planning fee |
| Britt Joyce | Regatta Capital Group | El Segundo | CFA | Percentage of assets, Hourly |
| Heidi Morshead | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| Jane Swan | Veris Wealth Partners | Oakland | CFA | Percentage of assets, Hourly |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Peter Thoms | Sierra Wealth Strategies | Coronado | CFA | Percentage of assets, Hourly |
| Sarah Green | Farm Girl Capital | Albany | CFP | Percentage of assets, Hourly |
| Tuvshinjargal Odeh | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| William Reynolds | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Amy Cono | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Benjamin Cohen | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Cagatay Koc | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Charles Tran | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Christopher Missirlian | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Daniel Nakahara | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Debra Ellisen | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Denisse Arebalo | Pacific Canyon Investments | Lemon Grove | Not listed | Percentage of assets, Hourly |
| Guillermo Amoretty | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Henry Winship | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Jagdish (Jay) Sitlani | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Jeffrey Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Keley Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Kim Berger | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Kirk Ludwig | WESTHILL Financial Advisors | San Rafael | CFP, ChFC | Percentage of assets, Hourly |
| Laura Kohler | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Mark Gordon | Wealth Architects | Mountain View | CFP, CFA | Percentage of assets, Hourly |
| Matthew Taddei | WESTHILL Financial Advisors | San Rafael | CFP, ChFC | Percentage of assets, Hourly |
| Nathan Eddinger | Woven Prosperity | San Francisco | CFP | Percentage of assets |
| Nicholas Safrit | WESTHILL Financial Advisors | San Rafael | CFP | Percentage of assets, Hourly |