| Stephen Peterson | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Tara Manista | Sachi Financial Planning | Newport Beach | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Taylor Whelan | Whelan Financial | Fresno | CFP, CFA | Percentage of assets, Fixed fees |
| Thomas Kelly | Kelly Investment Management | Carlsbad | CFP | One-time planning fee |
| Thomas Schulte | Napier Financial | Santa Clarita | CFP | Percentage of assets, Hourly |
| Thomas Smith | Vita Wealth Advisors | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Timothy Raftis | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Todd Wiersum | Encompass Financial Services | San Diego | CFP | Percentage of assets, Hourly |
| Trevor Scotto | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Tyler Stearns | Castle Coast Wealth | La Jolla | CFP | Percentage of assets, Hourly |
| Vincent Whelan | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Wesley Read | PracticeCFO | San Diego | CFP | Percentage of assets, Fixed fees |
| Aiden Cox | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Alexis Olian | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Allen Trim | Blue Summit Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Andrea Taylor | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Andrew Hempeck | Creekside Partners | Petaluma | CFP | Percentage of assets, Fixed fees |
| Aubrey Brown | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Ava Pompay | Prosperity Wealth Planning | Irvine | CFP | Percentage of assets, Flat fee or retainer |
| Babak Gahvari | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Bijan Golkar | FPC Wealth | Petaluma | CFP | Percentage of assets |
| Bradley Johnston | Fiduciary Benefits Group | San Diego | CFP, ChFC | Flat fee or retainer |
| Brent Woolsey | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Brenton Armstrong | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Brianna Ferguson | Cerro Pacific Wealth Advisors | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Brooke Kelly | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Bryan Molinar | Atlas Legacy Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Carolanne Chavanne | Prosperity Wealth Planning | Long Beach | CFP | Percentage of assets, Flat fee or retainer |
| Chase Hayhurst | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Christina Hammann | Carter Financial | La Jolla | CFP | Percentage of assets, Fixed fees |
| Christopher Thomas | Align WMGMT | San Jose | CFP | Percentage of assets, Hourly |
| Coco Lorenzo | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Craig Farkas | Harold Davidson & Associates | Los Angeles | CFP | Percentage of assets, Hourly |
| Cristi Tanner | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Daniel Miladinovich | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| Danielle Miura | Spark Financials | Elk Grove | CFP | Percentage of assets, Ongoing planning fee |
| David Hamer | Integrity Asset Management | Hawthorne | CFP, CFA | Ongoing planning fee |
| Devin Blodgett | Blodgett Wealth Advisors | Brentwood | CFP | Percentage of assets, Hourly |
| Diane Bourdo | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Don Eidam | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Emily Bushong | Kaizen Financial Advisors | Canyon Lake | CFP | Percentage of assets, Hourly |
| Eric Sigdestad | SimpliFi | San Diego | CFP | Hourly |
| Garth Williams | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Gary Roof | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| George Hasbun | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Glenn Tom | Personal Best Financial | Oakland | CFP | Ongoing planning fee |
| Glenn Young | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Gregg Clarke | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Gregory Meyer | New Wave Financial Services | Hermosa Beach | CFP | Percentage of assets, Hourly |
| Heather Quintero | Carter Financial | La Jolla | CFP | Percentage of assets, Fixed fees |