| Mike Anderson | AdviceOnly | Murrieta | CFP | Hourly, Flat fee or retainer |
| Natalie Taylor | The Goodland Group | Goleta | CFP, TPCP | Ongoing planning fee, Percentage of assets |
| Sarah Brown | Natural Bridges Financial Advisors | Santa Cruz | CFP, CPA, MBA | Flat fee or retainer, Ongoing planning fee |
| Sarah Maitre | Camriel Advisors | Mount Shasta | CFP, CFA | Ongoing planning fee |
| Wilson Li | Abacus Wealth Partners | Sebastopol | FPQP, CFP, MBA, CDFA | Percentage of assets, Fixed fees |
| Bill Holliday | AIO Financial, LLC | Los Angeles | Not listed | Percentage of assets, Ongoing planning fee |
| Bridget Grimes | WealthChoice LLC | Coronado | CFP | Percentage of assets, Hourly |
| Bruce Dzieza | Willow Creek Wealth Management, Inc. | Sebastopol | CFP, CAIA | Percentage of assets, Hourly |
| Colleen Soares | Soares Financial, Inc. | Napa | CFP, CPA | Hourly, Flat fee or retainer |
| Danny Michael | Satori Wealth Management Inc. | San Diego | CFP, RLP | Percentage of assets, Fixed fees |
| Daryoosh Khalilollahi Advice-only planning since 2004 for individuals and families ready to take charge of their finances and ask questions. | DABK Financial Planning Services | El Cerrito | CFP, MBA, MSEE | Subscription, One-time planning fee |
| Donald Hance, Jr | Glenmore Financial, Inc. | Pacific Palisades | CFP, EA | Ongoing planning fee |
| Gabriel Shahin | Falcon Wealth Planning, Inc. | Irvine | AIF, CFP | Percentage of assets, Hourly |
| 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 |
| Marty McNamara | marrick wealth | Irvine | CFP, CPA | Percentage of assets |
| Thomas Donnelly | Donnelly Investments | West Hollywood | CFP, JD | Percentage of assets |
| Tom Lo | Vested Financial Planning, LLC | San Carlos | CFP, MBA | Ongoing planning fee |
| Tony Chan | Crossroads Planning, LLC | Orange | CFP, EA | Percentage of assets, Flat fee or retainer |
| Uchechi Kalu | Greenlight Financial Planning | Los Angeles | CFP | Ongoing planning fee |
| 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 |
| Elise Murphy | Level Financial Advisors | Glendora | CFP, MSFP | Percentage of assets, Hourly |
| Eric Toya | Navigoe, LLC | Redondo Beach | CFP, EA | Ongoing planning fee |
| 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 |
| Jill Shibuya | Archvest Wealth Advisors, Inc. | Concord | CFP, BS | Percentage of assets, Hourly |
| Katerina Minevich | Forward Wealth Management | Los Angeles | CDFA, CFP, CFA, PhD | Percentage of assets, Hourly |
| Kimberly Helm | Quantum Financial Advisors, LLC | Pasadena | CFP, CDFA, CFA, MBA | Percentage of assets, Hourly |
| Mark Pingree | Fog City Advisors, LLC | Albany | CFP, CPA, MBA | Percentage of assets, Fixed fees |
| Pamela Chen | Refresh Investments LLC | Santa Monica | BS, CFA, CPA, MBA | Percentage of assets, Flat fee or retainer |
| 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 |
| Brett Cicinelli | Confluence Capital Advisors | Woodland Hills | CFP, CFA | Percentage of assets |
| Bugra Bakan | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Christian Litscher | Illumination Wealth Management | San Diego | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Christine Papelian | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Christine Skoczek | Vistica Wealth Advisors | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| David Kim | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |