| Frank Greene | Private Wealth Partners | Mill Valley | CFA | Percentage of assets, Hourly |
| Jacob Parsons | Statherós Financial Solutions | El Dorado Hills | CFP, ChFC | Percentage of assets |
| James Curran | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| Jeffrey Burrow | Sierra Ocean | Ripon | CFP | Percentage of assets, Fixed fees |
| Kanaka Szabo-Cummings | Gates Pass Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Kenneth Gillespie | Hermosa Wealth Management | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Louise Alexander | Gates Pass Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Michael Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Michael Yongue | Private Wealth Partners | Mill Valley | CFA | Percentage of assets, Hourly |
| Panos Grivakis | Lakewood Financial Group | Newport Beach | Not listed | Percentage of assets |
| Ryan Kolstad | AP Investment Management | Mountain View | Not listed | Percentage of assets, Flat fee or retainer |
| Trystan Cleaver | Seek First | Campbell | Not listed | Percentage of assets, Fixed fees |
| Adam Bederov | Geometric Advisors | Oxnard | Not listed | Percentage of assets |
| Andre Luiz Paiva | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Anthony Ortale | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Asaph Elan | Equilibrium Wealth | San Carlos | Not listed | Percentage of assets, Hourly |
| Ashley Gardiner | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Chad Seegers | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| David Lowery | Lowery Thomas | Walnut Creek | Not listed | Percentage of assets |
| Eduardo Ciuffo | Ariston Services Group | San Diego | CFA | Percentage of assets |
| Jerome Ledzinski, II | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Mark Vicencio | Lowery Thomas | Pebble Beach | Not listed | Percentage of assets |
| Martin Curiel | MYeCFO | La Jolla | CFA | Percentage of assets, Hourly |
| Michael Munson | MYeCFO | La Jolla | CFA | Percentage of assets, Hourly |
| Mitra Shahi | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Pasha Shemirani | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Preston Mayo | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Ramprasad Satagopan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |
| Ranga Srinivasan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |
| Scott Bell | Gross Domestic Product | Playa Del Rey | Not listed | Percentage of assets, One-time planning fee |
| Ali Alsari | AWM Global Advisors | San Diego | Not listed | Percentage of assets |
| Elena Hawk | Hawk Advisory | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Erik Schei | Gates Pass Advisors | Los Altos | CFA | Percentage of assets, Fixed fees |
| Hubert Lenczowski | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Jason Saxon | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Richard Kuchen | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Sam Namiri | Ridgewood Investments | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Stephen Sustrick | Honu Wealth | Sunnyvale | Not listed | Flat fee or retainer, Ongoing planning fee |
| Tayeb Ayat | Fenul Wealth Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Thomas Koch | Hall Capital Management | Pasadena | Not listed | Percentage of assets |
| William Dagley | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| William Promes | Austin Creek Capital | Mill Valley | Not listed | Percentage of assets, Fixed fees |
| John Collet | Simple Life Financial | Vacaville | Not listed | Percentage of assets, Hourly |
| Nicholas Frattali | HS Wealth Partners | Encino | Not listed | Percentage of assets |
| Yuliana Mendez | MYeCFO | La Jolla | Not listed | Percentage of assets, Hourly |
| Bryan Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Caleb Hilliker | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Daniel Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Douglas Davey | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Justin Waisner | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |