| Brian Beckman | Hermosa Wealth Management | Torrance | Not listed | Percentage of assets, Hourly |
| Brittany Anderson | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Bryan Foronjy | Foronjy Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| Carlos Ortega | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Charles McAteer | ARIA Wealth Management | Saratoga | Not listed | Percentage of assets, Hourly |
| Christopher Reyes | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Constance Mitchell | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Daniel Mavraides | Rebalance | Beverly Hills | Not listed | Percentage of assets |
| Donald Hall | Hall Capital Management | Pasadena | CFA | Percentage of assets |
| Emilie Andres | Statherós Financial Solutions | El Dorado Hills | CFP | Percentage of assets |
| Emily Goodman | Foronjy Financial | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Emmanuel Afolayan | Lindsey & Lindsey Wealth Management | San Jose | Not listed | Percentage of assets, Hourly |
| Erik Bagley | Kotys Wealth Professionals | Folsom | Not listed | Percentage of assets, Hourly |
| Ernest Garrett | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Gage Houser | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Jacob Parsons | Statherós Financial Solutions | El Dorado Hills | CFP, ChFC | Percentage of assets |
| James Thomason | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Janice Thompson | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Jeff Poole | Wealth Analytics | San Clemente | Not listed | Percentage of assets, Hourly |
| John Bell | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Cordano | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| Karl Kohne | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Kenneth Gillespie | Hermosa Wealth Management | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Kimberly Overby | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Lauren Simpson | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Lee Jones | Tangent Retirement | Irvine | Not listed | Percentage of assets, Flat fee or retainer |
| Linda Yu | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Martin Standish | Towneley Capital Management | Laguna Hills | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Calcagno | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Matthew Sassani | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Matthew Vallebo | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Megan Sperry | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Kasianko | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Ye | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Mitchell Tuchman | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Paula Durrant | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Philip Reuer | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Raymond Tan | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| Robyn Clarke | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Robyn Cohen | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Sarah Brandon | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Scott Bramwell | Eiger Wealth Management | San Diego | PFS | Percentage of assets, Fixed fees |
| Scott Puritz | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Sean Mullaney | Mullaney Financial & Tax | Woodland Hills | Not listed | Flat fee or retainer, One-time planning fee |
| Seongsoo Lee | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Stephen Islander | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Steven Wilkes | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Svetlana Kot | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |