| Carol O'Boyle | O'boyle Wealth Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| Caroline Gorham | Neumann Capital Management | Foster City | CFP | Percentage of assets |
| Casey Witters | Optimize Financial | Irvine | CFP | Percentage of assets |
| Cayden Norton | Tempus Wealth Planning | Irvine | CFP | Percentage of assets, Hourly |
| Charles Schwab | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Chase Armer | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| Cheryl Gross | Raub Brock Capital Management | Larkspur | CFP | Percentage of assets, Hourly |
| Christina Kramlich | Cantata Wealth Management | Petaluma | CFP | Percentage of assets, Fixed fees |
| Christopher Girbes-Pierce | Five Oceans Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Christopher Jaccard | Financial Alternatives | La Jolla | CFP, CFA | Percentage of assets, Hourly |
| Christopher Mastro | Impact Fiduciary | Pasadena | CFP | Percentage of assets, Fixed fees |
| Christopher Rylander | Rylander Richter | El Segundo | CFP | Percentage of assets, Fixed fees |
| Christopher Sheehy | Harborlight Investments | El Cerrito | CFP | Percentage of assets, Hourly |
| Christopher Siraganian | First Financial Consulting | Pasadena | CFP | Percentage of assets, Hourly |
| Christopher Tyler | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Christopher Wentzien | Natural Bridges Financial Advisors | Santa Cruz | CFP | Fixed fees |
| Clarissa Hartono | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Claudia Deras Sosa | Corinthian Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Cody Emerson | Peak Financial Planning | Canoga Park | CFP | Percentage of assets, Fixed fees |
| Colin Summers | Bull Oak Capital | Rancho Santa Fe | CFP | Percentage of assets, Fixed fees |
| Collin Zines | Stephenson and Company | San Clemente | CFP | Percentage of assets, Hourly |
| Corey Saft | Sivia Capital Partners | Mill Valley | CFP | Percentage of assets |
| Craig Braemer | Blossom Wealth Management | San Ramon | CFP, CFA | Percentage of assets, Hourly |
| Crystal Kozlak | Brooklyn FI | San Bernardino | CFP | Percentage of assets, Hourly |
| Damon Robertson | Financial Alternatives | La Jolla | CFP | Percentage of assets, Hourly |
| Daniel Apple | Apple & Associates | Grass Valley | CFP | Percentage of assets, Hourly |
| Daniel Baker | Trinity Capital Management | Rancho Cucamonga | CFP | Percentage of assets, Hourly |
| Daniel Beckwith | First Financial Consulting | Pasadena | CFP | Percentage of assets, Hourly |
| Daniel Boston | The Butterfield Group | Simi Valley | CFP | Percentage of assets, Hourly |
| Daniel Chong | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Daniel Nandor | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Daniel Peterson | Northbay Advisors | Rohnert Park | CFP | Percentage of assets, Hourly |
| Daniel Pichardo | Bridge Capital Consulting | Newport Beach | CFP | Percentage of assets, Hourly |
| Daniel Platt | Neumann Capital Management | Foster City | CFP, CFA | Percentage of assets |
| Daniel Sexton | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Darius Gagne | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Darren Bloom | Wealthetic | San Diego | CFP | Percentage of assets, Hourly |
| Daryl Wong | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| David Dewolf | Quantum Financial Advisors | El Segundo | CFP | Percentage of assets, Hourly |
| David Harrington | Hillcrest Financial Group | Thousand Oaks | CFP, ChFC | Percentage of assets, Fixed fees |
| David Homan | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| David Horvitz | Cheviot Value Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| David Jones | Yosemite Capital Management | Newport Beach | CFP | Percentage of assets, Hourly |
| David Lawrence | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| David Little | Eclectic Associates | Fullerton | CFP, CFA | Percentage of assets, Hourly |
| David Macleod | Eclectic Associates | Fullerton | CFP, CFA | Percentage of assets, Hourly |
| David Tassone | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| David Wagner | Tidecrest Wealth Management | Newport Beach | CFP | Percentage of assets, Hourly |
| David Yu | Pacific United Planning | Playadel Rey | CFP | Percentage of assets, Fixed fees |
| Dawn Pedicord | Pedicord Wealth Management | Rocklin | CFP | Percentage of assets, Hourly |