| Laura Kelly | Evanson Asset Management | Santa Cruz | CFP | Ongoing planning fee, One-time planning fee |
| Lauren Gabele | Cascade Financial Partners | San Diego | CFP, ChFC | Percentage of assets |
| Mark Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Natalie Dewindt | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| Nihal Muzumdar | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Olivian Pitis | CSJ Wealth Management | San Diego | CFP, CFA | Percentage of assets |
| Patrick Collins | Evanson Asset Management | Monterey | CFP | Ongoing planning fee, One-time planning fee |
| Peter Shenas | Ariston Services Group | San Diego | CFP | Percentage of assets |
| William Reynolds | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Alexander Yaftali | Monograph Wealth | Manhattan Beach | CFA | Percentage of assets, Hourly |
| Anders Norrman | Spreckels | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Austin Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Brandon Smith | Flywheel Private Wealth | Los Altos | CFP | Percentage of assets |
| Bruno Krenn | Pacific Capital | Corona | Not listed | Percentage of assets, Fixed fees |
| Carlos Ortega | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Chad Willardson | Pacific Capital | Corona | Not listed | Percentage of assets, Fixed fees |
| Charlotte Anten | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Daniel Mavraides | Rebalance | Beverly Hills | Not listed | Percentage of assets |
| David Lin | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Donald Hall | Hall Capital Management | Pasadena | CFA | Percentage of assets |
| Donald Hejna | Stantum | Los Altos | CFA | Percentage of assets, Hourly |
| Ernest Garrett | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Gage Houser | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Henry Winship | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Honna Li | KCM Investment Advisors | Greenbrae | CFP | Percentage of assets |
| Jagdish (Jay) Sitlani | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Jeffrey Harwood | Ventura Advisors | Woodland Hills | CFP, CFA | Percentage of assets, Hourly |
| Joseph Chrisman | Monograph Wealth | Manhattan Beach | CFA | Percentage of assets, Hourly |
| Kyle Dodson | The Advisory Group of San Francisco | San Francisco | CFP | Percentage of assets, Fixed fees |
| Lauren Simpson | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Lisa Harwood | Ventura Advisors | Woodland Hills | CFP | Percentage of assets, Hourly |
| Lisette Smith | The Advisory Group of San Francisco | San Francisco | CFP | Percentage of assets, Fixed fees |
| Lloyd Wong | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Mariame Pierce | The Advisory Group of San Francisco | San Francisco | CFP | Percentage of assets, Fixed fees |
| Martin Rascon | Weatherly Asset Management | Del Mar | CFA | Percentage of assets, Fixed fees |
| Martin Standish | Towneley Capital Management | Laguna Hills | CFP, CFA | Percentage of assets, Fixed fees |
| Maxwell Pray | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Megan Rouse | Megan Rouse Financial Planning | Dublin | CFP | Hourly |
| Michael Ye | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Mitchell Tuchman | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Murcy Huang | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Paula Durrant | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Peter Boyle | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Randall Zaharia | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Robyn Clarke | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Roger Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Romy Brown | Beta Wealth Group | San Diego | Not listed | Percentage of assets |
| Sarah Brandon | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Scott Puritz | Rebalance | Palo Alto | Not listed | Percentage of assets |