| Cathy McKee | Modern Family Finance, LLC | Oakland | BA, MBA, CFP | Not listed |
| Cheryl Morhauser | Cheryl Morhauser & Associates | Nevada City | CFP | Percentage of assets, Hourly |
| Cristina Livadary | Mana Financial Life Design, LLC | South Pasadena | CFP, RLP | Percentage of assets, Hourly |
| Dan Costigan | Two Palms Financial | San Clemente | CFP, CFA, MBA | Percentage of assets, Fixed fees |
| Dan Herron | Elemental Wealth Advisors | San Luis Obispo | CFP, CPA | Percentage of assets, Hourly |
| 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 |
| David Rae | DRM Wealth Management LLC | Los Angeles | CFP | Percentage of assets, Hourly |
| David Zuckerman | Zuckerman Capital Management | Los Angeles | CFP | Percentage of assets |
| Dominika Watson Umali | MyFi FInancial LLC | Pasadena | CFA, CFP, MBA, MS | Hourly, Fixed fees |
| Douglas De Groote | De Groote Financial Group | Thousand Oaks | CFP | Percentage of assets, Hourly |
| Douglas Taylor | Taylor Wealth Management | Torrance | CFP, CPA/PFS | Hourly, Fixed fees |
| Eric Ziegler | Hutchinson & Ziegler Financial Advisors | Novato | CFP | Percentage of assets, Hourly |
| Ethan Green | Lake Tahoe Wealth Management, Inc. | Placerville | CFP, MS | Not listed |
| Eugene Hsu | Archer Pointe Wealth Management | Sacramento | CFP | Hourly, Fixed fees |
| Eunsoo Chung | WealthPeace LLC | San Mateo | CFP, CPA, PFS, MBA | Not listed |
| Faith Counio | Chrysadia Financial, LLC. | Newark | CFP, MBA | Percentage of assets, Hourly |
| Grace McClellan | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Graciano Rubio | Infinity Financial Planning | Gustine | CFP | Percentage of assets, Hourly |
| Grant Webster | Arcadia Private Wealth LLC | Cardiff | CFP, TPCP | Fixed fees |
| Hal Schweiger | BlueWater Wealth Management, LLC | San Diego | CFP | Percentage of assets, Hourly |
| Heather Hutchinson | Hutchinson & Ziegler Financial Advisors | Novato | CFP | Percentage of assets, Hourly |
| Heather Liston | Clarity Financial | San Francisco | CFP | One-time planning fee |
| Holly Kindel | Prospettiva Financial | San Francisco | CFP | Percentage of assets, Fixed fees |
| J Christopher Kerckhoff | Plancorp, LLC | San Francisco | AIF, CFP, BBA, CFA | Percentage of assets, Hourly |
| J. Jeffrey Lambert | J. Jeffrey Lambert, CFP | Folsom | CFP | Not listed |
| James Moore | Eclectic Associates, Inc. | Fullerton | CFP, CFA, BS, BA | Percentage of assets, Hourly |
| Janet Campbell | Abunda Financial | Sausalito | CFP | Flat fee or retainer, Ongoing planning fee |
| Janet Wan | Sierra Pacific Private Wealth, LLC | Oakland | CFP, CPFA | Percentage of assets, Hourly |
| Jason Hamilton | KIS Financial Planning, LLC | Santa Ana | CFP, CRPC | Percentage of assets, Hourly |
| Jason Stein | Bluepoint Wealth Advisors | Irvine | CFP, RICP | Percentage of assets, Fixed fees |
| Jeffrey Petersen | WESCAP Group | Glendale | CFP | 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 |
| John Friedman | John Friedman Financial | San Francisco | CFP | Flat fee or retainer, Hourly |
| John Schnieders | Schnieders Capital Management | Pasadena | CFP, CFA | Percentage of assets |
| Jordan Kane | Kane Capital Advisors | Camarillo | CFP, ChFC | Percentage of assets, Hourly |
| Joseph Guo | Empath Wealth LLC | Torrance | CFP | Hourly, Fixed fees |
| Joshua Garcia | Veritas Financial Consulting LLC | Monrovia | CFP, MBA, MIM | Percentage of assets, Hourly |
| JP Geisbauer | Centerpoint Financial Management LLC | Irvine | CFP, CPA | Percentage of assets, Fixed fees |
| Julie Roth | Integris Wealth Management | Monterey | CFP, CIMA, CEPA, CFA | Percentage of assets, Hourly |
| Justin Vlaanderen | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Katharine Newell | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Ken Cranstone | Three Sheep Wealth Management, LLC | Monterey | CFP | Percentage of assets |
| Keo Chao | Point4ward Financial Planning | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Kevin Henss | Strivent Financial | Mission Viejo | CFP | Percentage of assets, Hourly |
| L.J. Jones | Developing Financial | Pacifica | CFP, CPA | Fixed fees |
| Laura Robayo | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Laurie Dubchansky | Havaplan Financial | Newport Beach | CFP | Percentage of assets, Hourly |
| Lindsey Swanson | We Financial Group | Oakland | CFP | Percentage of assets, Hourly |