| 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 |
| Sydney Woodward | YeskeBuie | San Francisco | CFP | Percentage of assets |
| Troy Wirth | InGen Strategies | Irvine | CFP | Percentage of assets, Hourly |
| Tyler Rowe | Stolper & Company | San Diego | CFP, CFA | Percentage of assets, Fixed fees |
| Vaughn Heydel | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Warren Isenberg | Walker Financial Advisors | Mission Viejo | CFP | Hourly, Flat fee or retainer |
| Adam Roberts | Potentia Wealth | San Jose | CFP | Percentage of assets, Fixed fees |
| Alexander Okugawa | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Amy Cono | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Anastasia Melbrod | Melbrod Wealth Management | San Diego | CFP | Ongoing planning fee |
| Anat Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Anders Norrman | Spreckels | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Andrew Redlick | Investment Growth Management | Clayton | CFP | Percentage of assets, Hourly |
| Anthony Saffer | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Anthony Wright | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Arek Puzia | PathWise | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Ashley Wilken | The Rice Partnership | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Austin Cua | Potentia Wealth | San Jose | CFP | Percentage of assets, Fixed fees |
| Brandon Smith | Flywheel Private Wealth | Los Altos | CFP | Percentage of assets |
| 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 Tran | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Christopher Leary | Argos Wealth Advisors | Saint Helena | CFP | Percentage of assets, Hourly |
| Christopher Missirlian | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Daniel White | Sestante Family Office | Coronado | CFP | Percentage of assets, Fixed fees |
| Dezaree Seeds | Sierra Ocean | Ripon | CFP | Percentage of assets, Fixed fees |
| Dominick Anton | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Donald Ramirez | Peak Divorce Advisors | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Emilie Andres | Statherós Financial Solutions | El Dorado Hills | CFP | Percentage of assets |
| Emily Goodman | Foronjy Financial | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Ernest Garrett | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Geoffrey Hakim | MCM Wealth | Greenbrae | CFP | Percentage of assets, Hourly |
| Helen Sipsas | Peak Divorce Advisors | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Honna Li | KCM Investment Advisors | Greenbrae | CFP | Percentage of assets |
| Jack Johnson | Sierra Financial Planning & Asset Management | Roseville | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Jeffrey Burrow | Sierra Ocean | Ripon | CFP | Percentage of assets, Fixed fees |
| Jeffrey Harwood | Ventura Advisors | Woodland Hills | CFP, CFA | Percentage of assets, Hourly |
| Jeffrey Vieth | Knightsbridge Wealth Management | Newport Beach | CFP | Percentage of assets, Performance-based fees |
| John Cooke | Cooke Wealth Management | Irvine | CFP | Percentage of assets, Hourly |
| Juliette Cooke | Cooke Wealth Management | Irvine | CFP | Percentage of assets, Hourly |
| Justin Krane | Krane Financial Solutions | Calabasas | CFP | Percentage of assets, Hourly |
| Kanaka Szabo-Cummings | Gates Pass Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Karl Kohne | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Kenneth Perine | Meritage Wealth Advisory | Santa Rosa | CFP | Percentage of assets, Fixed fees |
| Kevin Swanson | Potentia Wealth | San Jose | CFP | Percentage of assets, Fixed fees |