| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Dennis Blodgett | Blodgett Wealth Advisors | Brentwood | Not listed | Percentage of assets, Hourly |
| Fabian Waldner | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Gabriella Stamps | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Garrett Van Nostrand | Van Nostrand Wealth Management | San Diego | Not listed | Flat fee or retainer |
| Jack Tsai | Tsai Wealth Management | Pasadena | PFS | Percentage of assets, Hourly |
| Jake Popoff | Hutchinson Capital Management | San Rafael | Not listed | Percentage of assets, Hourly |
| Jeffrey Tilson | JST Investment Consulting | Seal Beach | Not listed | Percentage of assets, One-time planning fee |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Jonathan Becker | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Joseph Fierro | Tamalpais Asset Management | Long Beach | Not listed | Percentage of assets |
| Kyle Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Lance Parker | Lance Parker Wealth Management | San Luis Obispo | Not listed | Percentage of assets |
| Landon Blodgett | Blodgett Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Lincoln Wells | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Luke Podbury | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Michelle Higgins | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| N Alexander Alard | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Nicholas Powers | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Venezia | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Omid Eftekhari | Towneley Capital Management | Laguna Hills | CFA | Percentage of assets, Fixed fees |
| Parker Hann | SimpliFi | San Diego | Not listed | Hourly |
| Ryan Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Sean Maloon | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Stephen Sustrick | Honu Wealth | Sunnyvale | Not listed | Flat fee or retainer, Ongoing planning fee |
| Steven Singer | Retirement Solutions | Los Angeles | Not listed | Percentage of assets, One-time planning fee |
| Thomas Koch | Hall Capital Management | Pasadena | Not listed | Percentage of assets |
| Alex Zubak | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Andrew Kirchner | Elevation Wealth Partners | Walnut Creek | Not listed | Percentage of assets |
| Andrew Kotyuk | Alpha Wealth Management | Hemet | Not listed | Percentage of assets, Hourly |
| Arabelle Rachel Restauro | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| David Given | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| James Cowan | Cowan Capital Advisors | Foster City | Not listed | Percentage of assets, Hourly |
| James Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Jason Rodnick | Osborne Partners | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Jesse Sikorski | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Julie Brim | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Kyle Kiser | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Matthew Pederson | MP3 Finance | Cameron Park | Not listed | Hourly, Subscription |
| Melissa Jones | Osborne Partners | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Ryan Curtis | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Samara Hanson Velloo | Elevation Wealth Partners | Walnut Creek | Not listed | Percentage of assets |
| Stewart Darrell | Darrell Capital Management | Rolling Hills Estates | CFA | Percentage of assets, Hourly |
| Thomas Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Alexander Newman | Grape | Temecula | Not listed | Percentage of assets |
| Austin Neddenriep | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Brian Montanez | Multnomah Group | Orinda | Not listed | Percentage of assets, Hourly |