| Susan Marki | Marki Financial Services | La Canada Flintridge | CFP, CFA | Percentage of assets, Hourly |
| Taylor Snider | Kanan Advisors | Malibu | CFP | Percentage of assets, Hourly |
| Teresa Kakadelas | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Terrence Palazzolo | Griffin Black | Redwood City | CFP | Percentage of assets, Hourly |
| Terri McGray | Longevity Capital Management | Thousand Oaks | CFP | Percentage of assets, Hourly |
| Theresa Pablos | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Thinh Nguyen | FOG City Advisors | Albany | CFP | Percentage of assets, Fixed fees |
| Thomas Murphy | T.M. Murphy Investment Management | San Diego | CFP | Percentage of assets, Hourly |
| Thomas Porta | Porta Investment Management | Vallejo | CFP, CFA | Percentage of assets |
| Tierney Bosset | Saratoga Research & Investment Management | Saratoga | CFP | Percentage of assets |
| Timothy Drake | Telos Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Timothy Lourenco | The Foundation Wealth Management | Fresno | CFP | Percentage of assets, Hourly |
| Timothy Sagawa | Gradient Capital Advisors | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Timothy Wallender | Wallender, Timothy Joseph | Manhattan Beach | CFP | Percentage of assets |
| Tina Vieregg | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Travis McShane | Eclectic Associates | Fullerton | CFP, CFA | Percentage of assets, Hourly |
| Trent Benedetti | Benedetti Financial | Santa Maria | CFP | Percentage of assets, Hourly |
| Trevor Shaw | Gradient Capital Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Trevor Stone | Parkshore Wealth Management | Granite Bay | CFP | Percentage of assets, Hourly |
| Troy Brown | Tidecrest Wealth Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Tu Nguyen | Sierra Pacific Private Wealth | Pleasanton | CFP | Percentage of assets, Hourly |
| Tyler Aubrey | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Uziel Gomez | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Vance Lavizzo | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Vernon Dransfeldt | Equity Management Group | Santa Rosa Valley | CFP | Percentage of assets |
| Vidalia Cornwall | Tessara Wealth | Burlingame | CFP, ChFC | Percentage of assets, Hourly |
| Wade Slome | Sidoxia Capital Management | Newport Beach | CFP, CFA | Percentage of assets, Hourly |
| Warren Binstock | Telos Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Wende Headley | Quantum Financial Advisors | Pasadena | CFP | Percentage of assets, Hourly |
| William Symons | Eureka Financial Planners | Eureka | CFP | Percentage of assets, Hourly |
| Winfield Stauffer | Betterwealth | San Jose | CFP | Percentage of assets |
| Yves-Marc Courtines | Boundless Advice | Manhattan Beach | CFP, CFA | Percentage of assets, Fixed fees |
| Zachary Ziegler | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Zoe Bollinger | Bollinger Capital Management | Redondo Beach | CFP | Percentage of assets |