| Nancy Howard | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Andrew Davainis | Breen Wealth Management | Petaluma | Not listed | Percentage of assets |
| Anthony Borba Jr | Breen Wealth Management | Petaluma | Not listed | Percentage of assets |
| Charles McAteer | ARIA Wealth Management | Saratoga | Not listed | Percentage of assets, Hourly |
| Kanaka Szabo-Cummings | Gates Pass Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Kyle Dodson | The Advisory Group of San Francisco | San Francisco | CFP | Percentage of assets, Fixed fees |
| Lisette Smith | The Advisory Group of San Francisco | San Francisco | CFP | Percentage of assets, Fixed fees |
| Louise Alexander | Gates Pass Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Mariame Pierce | The Advisory Group of San Francisco | San Francisco | CFP | Percentage of assets, Fixed fees |
| Scott Bramwell | Eiger Wealth Management | San Diego | PFS | Percentage of assets, Fixed fees |
| Alychandra McFarlane | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Alyssa Crews | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| George Chang | Pillar Point Wealth Management | San Francisco | Not listed | Percentage of assets, Ongoing planning fee |
| John Stachnick | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Laura Robayo | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Michele Holton | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Mitchel Needelman | Spectrum Asset Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Saul Greene | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Shufan Cao | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Zaineb Sohail | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| David Hall | Stride Financial Planning | Madera | Not listed | Flat fee or retainer, Ongoing planning fee |
| Erik Schei | Gates Pass Advisors | Los Altos | CFA | Percentage of assets, Fixed fees |
| Fabian Waldner | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| N Alexander Alard | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Steven Singer | Retirement Solutions | Los Angeles | Not listed | Percentage of assets, One-time planning fee |
| Donna Chaney | Chaney Financial Services | Pasadena | PFS | One-time planning fee, Ongoing planning fee |
| Garrett Peterson | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ryan Kelly | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Tony Jung | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ty Neubauer | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Christopher Low | The Advisory Group of San Francisco | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Gregory Patterson | The Advisory Group of San Francisco | San Francisco | Not listed | Percentage of assets, Fixed fees |