| Steven Wilkes | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Sunandan Clerk | Dhamma Capital | Walnut Creek | CFP, CFA | Percentage of assets, Hourly |
| Tyler Scott | Wealth Architects | Mountain View | CFP, CFA | Percentage of assets, Hourly |
| Amar Shah | Client First Capital | San Diego | CFA, CFP | Percentage of assets, Hourly |
| Andrew Graham | Jackson Square Capital | San Francisco | CFA | Percentage of assets |
| Brian Lowder | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Charles Gehring | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Christopher Baum | Coastal Capital Advisors | Irvine | CFA | Percentage of assets, Fixed fees |
| Dan Costigan | Two Palms Financial | San Clemente | CFP, CFA, MBA | Percentage of assets, Fixed fees |
| Daniel Haut | Osborne Partners | San Francisco | CFP, CFA | Percentage of assets, Performance-based fees |
| David Born | Private Financial Management LLC | Orinda | CFA, CFP | Percentage of assets, Fixed fees |
| Dominika Watson Umali | MyFi FInancial LLC | Pasadena | CFA, CFP, MBA, MS | Hourly, Fixed fees |
| Eduardo Ciuffo | Ariston Services Group | San Diego | CFA | Percentage of assets |
| J Christopher Kerckhoff | Plancorp, LLC | San Francisco | AIF, CFP, BBA, CFA | Percentage of assets, Hourly |
| James Moore | Eclectic Associates, Inc. | Fullerton | CFP, CFA, BS, BA | Percentage of assets, Hourly |
| Jason McCoy | Lodestar Asset Management | Alamo | CFA | Percentage of assets, Hourly |
| Jeffrey Platt | Platt Wealth Management | San Diego | CFA, CFP, JD, LLM | Percentage of assets, Hourly |
| Joe Morgan | JWM Wealth Management, LLC | Danville | CFP, CFA | Percentage of assets, Hourly |
| Joel Meyer | Meyer Financial Advisors | Los Altos | CFA | One-time planning fee |
| John Schnieders | Schnieders Capital Management | Pasadena | CFP, CFA | Percentage of assets |
| Jonathan Lederer | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Julie Roth | Integris Wealth Management | Monterey | CFP, CIMA, CEPA, CFA | Percentage of assets, Hourly |
| Martin Curiel | MYeCFO | La Jolla | CFA | Percentage of assets, Hourly |
| Matt Ryan | Focused Mission Financial | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Mengxi Monica Ma | Blankinship & Foster, LLC | Solana Beach | CFA, CFP, CSA | Percentage of assets, Hourly |
| Michael Abram | Integral Wealth Management | Turlock | CFA | Percentage of assets, Fixed fees |
| Michael Kinnear | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Michael Munson | MYeCFO | La Jolla | CFA | Percentage of assets, Hourly |
| Mitchel Needelman | Spectrum Asset Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Rebecca Dodge | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Robert Balopole | Balopole Investment Management | San Mateo | CFA | Percentage of assets |
| Ryan Beckham | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Ryan Kelley | Bell Investment Advisors | Orinda | CFA | Percentage of assets, Hourly |
| Ryan Kosakura | Elevation Wealth Partners | Walnut Creek | CFA | Percentage of assets |
| Samah Naguib | Pleasanton Wealth | Pleasanton | CFA | Percentage of assets |
| Scott Arwin | Ring Mountain Capital | Tiburon | CFA | Percentage of assets |
| Simranjot Bachal | Circuit Wealth | Burlingame | CFA, CFP, MBA | Percentage of assets, Fixed fees |
| Terri Spath | Zuma Wealth, LLC | Malibu | CFP, CFA, MBA | Percentage of assets, Fixed fees |
| Tony Blagrove | Traveka Wealth | Los Altos | CFA, CFP | Percentage of assets |
| William Catton | Catton Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| William Kan | Candent Capital, LLC | San Francisco | CFA, CFP, MBA | Percentage of assets, Hourly |
| Erik Schei | Gates Pass Advisors | Los Altos | CFA | Percentage of assets, Fixed fees |
| Geoffrey Hauck | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| Harry Oxley | Double Bay Management & Planning | San Francisco | CFA | Percentage of assets, Hourly |
| James Garrison | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| Jethro Townsend | moneydoula | Berkeley | CFA | Percentage of assets, Hourly |
| John Prichard | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| Justin Mazzon | Wealth Architects | Mountain View | CFA | Percentage of assets, Hourly |
| Kwadwo Osei | Atwima Wealth | Sacramento | CFA | Percentage of assets, Fixed fees |
| Lindsey Garn | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |