| Lisa Junghahn | Cycle Financial Planning | Santa Monica | CFP, JD, MA | Hourly, Fixed fees |
| Marie Thomasson | Modern Assets | Los Angeles | CFP | Percentage of assets, Hourly |
| Mark Andrews | Andrews Capital Management | Coronado | CFP | Percentage of assets |
| Mark Halby | DLK Investment Management | Solana Beach | CFP | Percentage of assets, Hourly |
| Mark Wilson | MILE Wealth Management LLC | Irvine | CFP | Percentage of assets, Hourly |
| Matt Ryan | Focused Mission Financial | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Matthew Detwiler | Ashby Wealth Management | Kensington | CFP | Percentage of assets, Hourly |
| Max Pashman | Pashman Financial LLC | Los Angeles | CFP | Percentage of assets, Hourly |
| Mengxi Monica Ma | Blankinship & Foster, LLC | Solana Beach | CFA, CFP, CSA | Percentage of assets, Hourly |
| Michael Hollars | Client First Finance | Sunnyvale | CFP | Hourly |
| Michael Kinnear | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Nancy Listiawan | Vera Wealth | Pasadena | CFP | Percentage of assets, Hourly |
| Nayivi Velez | Our Wealth Guides, Inc. | Westlake Village | CFP, MBA | Percentage of assets, Hourly |
| Nicholas Fullerton | Fullerton Advisors | Alamo | CFP | Hourly, Percentage of assets |
| Paige Farrell | Endeavor Financial Planning | Sacramento | CFP, MA | Percentage of assets, Fixed fees |
| Peter Tennyson | North Bay Wealth Management | Petaluma | CFP | Percentage of assets |
| Philip Lang | Occfo | Costa Mesa | CFP | Percentage of assets, Hourly |
| Rachna Bijlani | BRsquared | Danville | CFP | Percentage of assets, Hourly |
| Raymond Clark | The Clark Group Asset Management | Dana Point | CFP | Percentage of assets |
| Rebecca Dodge | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Rosario Chacon | Wealth-Source Financial | Oakland | CFP, MBA | Percentage of assets, Hourly |
| Russell Clifford | Clifford Financial Planning, Inc. | Santa Rosa | CFP | Percentage of assets, Hourly |
| Russell Maltes | Simplified FP | Clovis | CFP | Percentage of assets, One-time planning fee |
| Ryan Beckham | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Sarah Ellis | GKV Capital | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Scott Draper | THRIVE Financial Planning | El Dorado Hills | CFP, CPA | Percentage of assets, Hourly |
| Scott Yang | Silicon Valley Wealth Advisors, LLC | San Jose | CFP, CPA | Not listed |
| Sean Fletcher | Prospettiva Financial | San Francisco | CFP | Percentage of assets, Fixed fees |
| Shelley Murasko | Wealthrise Financial Planning | Carlsbad | CFP | Hourly |
| Shufan Cao | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Simranjot Bachal | Circuit Wealth | Burlingame | CFA, CFP, MBA | Percentage of assets, Fixed fees |
| Suzanne Herman | Roberts Wealth Advisors | Menlo Park | CFP | Percentage of assets, Hourly |
| Syeda Iqbal | Nasira Financial | San Francisco | CFP | Hourly, Fixed fees |
| Terri Spath | Zuma Wealth, LLC | Malibu | CFP, CFA, MBA | Percentage of assets, Fixed fees |
| Thomas Anderson | Havaplan Financial | Newport Beach | CFP | Percentage of assets, Hourly |
| Thomas Piro | Osborne Partners | San Francisco | CFP | Percentage of assets, Performance-based fees |
| Thomas Stout | Stout Capital Management | Encinitas | CFP | One-time planning fee |
| Tim Kenney | Seawise Financial, Inc. | Cardiff | CFP | Percentage of assets, Hourly |
| Tony Blagrove | Traveka Wealth | Los Altos | CFA, CFP | Percentage of assets |
| Trish Johnson | Raise Financial Advisors LLC | Oakland | CFP, MBA | Percentage of assets, Hourly |
| William Kan | Candent Capital, LLC | San Francisco | CFA, CFP, MBA | Percentage of assets, Hourly |
| William McColl | Silvia McColl Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Zachary Philipp | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Zachary Riera | Osborne Partners | San Francisco | CFP | Percentage of assets, Performance-based fees |
| Aaron Clark | Monarch Wealth Strategies | Los Angeles | CFP | Percentage of assets, Hourly |
| Aaron Kaplan | Telos Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Aaron Munoz | Cerda Munoz Advisors | Whittier | CFP | Percentage of assets, Hourly |
| Aaron Schwartz | Mcfarland Associates | Monterey | CFP | Percentage of assets, Hourly |
| Adam Salas | Quantum Financial Advisors | Santa Monica | CFP, CFA | Percentage of assets, Hourly |
| Adam Scott | Wellacre Global Wealth Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |