| Tina Mistry | Portfolio Advisors, Inc | Fresno | CFP | Percentage of assets |
| Will Steinberger | Think Different Financial Planning | Menlo Park | CFP | Ongoing planning fee |
| William Cuthbertson | Fiscalis Advisory, Inc. | Mission Viejo | CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| Aaron Brickley | Brickley Wealth Management | San Mateo | CFP, CPWA | Percentage of assets |
| Anandi Krishnamurthy | AKrish Financial Advisory | Cupertino | CFP | Hourly, One-time planning fee |
| Arielle Bittoni | Good Balance Financial Planning | Los Angeles | BA, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Brandon Amaral | Amaral Financial Planning, LLC | San Jose | CFP, EA | Ongoing planning fee, Percentage of assets |
| Brian Canning | Brave New Wealth | Westlake Village | AIFA, CFP | Percentage of assets, Hourly |
| Carol Somoano | Asset Planning | Los Alamitos | CFP, MBA | Percentage of assets, One-time planning fee |
| Cynthia Jabr | Brand New Day Wealth Planning | Los Angeles | CFP | Flat fee or retainer, Hourly |
| Deirdre Hegarty | Branch & Bloom Financial Planning, LLC | Menlo Park | CFP | One-time planning fee, Ongoing planning fee |
| Don Martini | Envision Financial Planning | San Francisco | CFA, CFP | Percentage of assets, Hourly |
| Gina Hagen | Full Circle Financial Planning | Topanga | CFP, CPA | Hourly, Percentage of assets |
| Gitanjali Kumar | Worthique LLC | San Francisco | CFP | Ongoing planning fee, One-time planning fee |
| Jacob Greenberg | Pure Financial Advisors, LLC | San Diego | AIF, CFP, ChFC, MPH | Percentage of assets, One-time planning fee |
| Jake Taylor | Astra Wealth Management | San Diego | CFP | Percentage of assets |
| Jennipher Lommen | Wildflower Financial LLC | Santa Cruz | BA, CFP, EA | Ongoing planning fee |
| John Pak | Otium Advisory Group | El Segundo | BA, CFP, EA, MST | Flat fee or retainer, Hourly |
| Jose Armenta | Create Your Path | San Diego | CFP, ChFC, EA, MSBA | Flat fee or retainer, Ongoing planning fee |
| Kate Wilusz | Fiat Lux Financial Planning | San Francisco | CFP, CRPC | Ongoing planning fee, One-time planning fee |
| Kody Brown | Sequoia Financial Group | Pasadena | CFP, CRPS | Percentage of assets, Hourly |
| Krystal Fortner Simple, no-nonsense advice-only planning for clients at any savings level, starting with a plan and twice-yearly check-ins. | Krystal Fortner | Richmond | CFP | Subscription, One-time planning fee |
| Melissa Estrada | Fidela Wealth | Calabasas | CFP, CIMA | Percentage of assets, Hourly |
| Michael Garber | Michael Garber Financial Planning | Cupertino | CFP, CRTP, MSEE | Flat fee or retainer, Ongoing planning fee |
| Michael Izbotsky | From Planning to Living LLC | Reseda | CFP | Percentage of assets, Ongoing planning fee |
| Mira Ma | Marim Wealth Planning, LLC | San Mateo | CFP, CTEC, EA, RFC | Percentage of assets, Ongoing planning fee |
| Nannette Belt | Inspiration Financial Planning LLC | Carlsbad | CFP, RICP, MBA | Ongoing planning fee, Percentage of assets |
| Paul Saad | Collabria Capital, Inc | San Ramon | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Robert Machado | Compass Rose Financial Planning & Investment Management | Palm Springs | BS, CFP, MBA, MSFP | Percentage of assets |
| Scott Brooks | Brooks Wealth Management | Westlake Village | CFP | Percentage of assets |
| Steve Heinemann | Recalibrating Wealth | Fountain Valley | CFP, CPA | Percentage of assets, Flat fee or retainer |
| Steven Fox Next Gen founder now building AdviceOnly to help advisors give advice instead of sales pitches; takes occasional small hourly projects. | AdviceOnly | San Diego | CFP, EA, BFA, MS | Subscription, One-time planning fee |
| Tara Unverzagt | South Bay Financial Partners | Torrance | CFP, MBA | Hourly, One-time planning fee |
| Andrew McFadden | Panoramic Financial Advice | Fresno | CFP, MBA | Flat fee or retainer |
| Charles Edson | Wealth Being Advisors | Hermosa Beach | CFP | Percentage of assets, Ongoing planning fee |
| Ella Taylor | Ella Financial Advising | Oakland | CFP | Percentage of assets, Hourly |
| Eric Amzalag | Peak Financial Planning | Canoga Park | CFP, RICP | Flat fee or retainer, Percentage of assets |
| Galen Herbst de Cortina | Buff Your Finances, LLC | Newbury Park | CFP, MBA | One-time planning fee |
| Greg Vojtanek | Fade In Financial | Los Angeles | BA, CFP | Ongoing planning fee, Hourly |
| Heather Comella | Folsom Wealth Advisors | Folsom | CFP | Percentage of assets, Hourly |
| James McDougal Project-based, advice-only equity compensation planning for professionals who want plain-English analysis while staying in control of their decisions. | HiFi Planning | Long Beach | CFP, ECA | One-time planning fee, Hourly |
| James Schwarz | CLEAR Retirement Advice | San Mateo | CFP, MBA, RICP | Ongoing planning fee |
| Joseph Alfonso | Aegis Financial Advisory | Cupertino | CFP, ChFC, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Josh Escalante Troesh | Purposeful Strategic Partners | Alta Loma | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Joshua Escalante Troesh | Purposeful Strategic Partners | Alta Loma | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Kaden Wootton | ENSPIRE WEALTH MANAGEMENT, LLC | Santa Rosa | CFP | Percentage of assets, Fixed fees |
| Kimberly Keesler Herrera | Tessara Wealth | Burlingame | MBA, CFP, ChFC, RICP | Percentage of assets, Hourly |
| Marcus Holzberg | Holzberg Wealth Management | Corte Madera | CFP | Percentage of assets, Hourly |
| Mark Young | Clearview Financial, Inc. | San Diego | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Meredith Schneider | Schneider Wealth Management | Palo Alto | BA, CFP | Percentage of assets, Fixed fees |