| Noah Damsky | Marina Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Peter Thoms | Sierra Wealth Strategies | Coronado | CFA | Percentage of assets, Hourly |
| Rainier Trinidad | Parabolic Asset Management | Coronado | CFA | Percentage of assets, Hourly |
| Ryan McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Sasha Childers | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Scott Walker | Walker Financial Advisors | Mission Viejo | CFP | Hourly, Flat fee or retainer |
| Sheldon Goldman | Goldman Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Stephen Block | Elevation Wealth Partners | Walnut Creek | CFP, CFA | Percentage of assets |
| Stephen McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Sunni Allen | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Vaughn Heydel | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Warren Isenberg | Walker Financial Advisors | Mission Viejo | CFP | Hourly, Flat fee or retainer |
| Anastasia Melbrod | Melbrod Wealth Management | San Diego | CFP | Ongoing planning fee |
| Anat Yoder | Yoder Wealth Management | Walnut Creek | 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 |
| Arthur Swalley | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ashley Wilken | The Rice Partnership | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Beverly Patton | Syrios Wealth Management Group | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Brian Beckman | Hermosa Wealth Management | Torrance | Not listed | Percentage of assets, Hourly |
| Brittany Anderson | Wealth Analytics | San Diego | Not listed | 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 |
| Domenica Stokes | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| Donald Hall | Hall Capital Management | Pasadena | CFA | Percentage of assets |
| 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 |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| James Curran | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| Jeff Poole | Wealth Analytics | San Clemente | Not listed | Percentage of assets, Hourly |
| Jeffrey St. Claire | Blume Capital Management | Berkeley | 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 |
| John Lorenz | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 Heller | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| 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 |
| Michael Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Paula Durrant | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Peter Reidenbach | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |