| Carmel York | CLYM Wealth | Marina | Not listed | Percentage of assets, Hourly |
| Christen Sando | Columbia Asset Management | San Jose | Not listed | Percentage of assets |
| Christopher Morgan | Ark Wealth Advisors | Yorba Linda | Not listed | Percentage of assets, Hourly |
| Christopher Mraz | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Craig Schmitt | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| David Mraz | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Deidre Mraz | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Eric Weinlein | WESCAP Group | Glendale | Not listed | Percentage of assets, Hourly |
| Gary Stout | Stout Capital Management | Encinitas | Not listed | One-time planning fee |
| Gregg Hackethal | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Gregory Vogel | GKV Capital | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Haddon Libby | Winslow Drake | Cathedral City | Not listed | Flat fee or retainer |
| Herman Chang | Cornerstone Asset Advisors | Solana Beach | Not listed | Percentage of assets, Hourly |
| Howard Given | Cypress Path Capital | Carmel | Not listed | Percentage of assets, Hourly |
| Jason Kalman | Schnieders Capital Management | Pasadena | Not listed | Percentage of assets |
| Jordan Sam | Alpha Solutions Investment Advisors | South San Francisco | Not listed | Percentage of assets |
| Kevin Martin | Ark Wealth Advisors | Yorba Linda | Not listed | Percentage of assets, Hourly |
| Kristen Ritter | Abundant Wealth Partners | Santa Barbara | Not listed | Hourly, Ongoing planning fee |
| Kurt Schliemann | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Mitchell Kitayama | Winslow Drake | Cathedral City | Not listed | Flat fee or retainer |
| Montague Guild,Jr. | Guild Investment Management | Westlake Village | Not listed | Percentage of assets, Subscription |
| Nathalie Lai | Alpha Solutions Investment Advisors | South San Francisco | Not listed | Percentage of assets |
| Nicholas Thanaet | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Nolan Gouveia | Ark Wealth Advisors | Riverside | Not listed | Percentage of assets, Hourly |
| Robert Ades | Ades Investment Counsel | Los Angeles | Not listed | Percentage of assets, Hourly |
| Samantha Hawley | Winslow Drake | Cathedral City | Not listed | Flat fee or retainer |
| Stephen Philliber | WP Advisors | South San Francisco | Not listed | Percentage of assets |
| Aaron Kaplan | Telos Capital Management | San Diego | 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 |
| Alan Werba | Werba Rubin Papier Wealth Management | San Jose | CFP | Percentage of assets |
| Alana Hall | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Alexander Black | Integris Wealth Management | Monterey | CFP | Percentage of assets, Hourly |
| Andrea Hilderbrand | ST. Clair Financial | Roseville | CFP | Percentage of assets, Hourly |
| Anna Kim | Prudent Investors | Mission Viejo | CFP, CFA | Percentage of assets, Hourly |
| Anthony Schliesser | The Pacific Center for Financial Services | Danville | CFP | Percentage of assets, Hourly |
| Antonio Andrade | Antonio Andrade, CFP | Ukiah | CFP | Percentage of assets, Hourly |
| Autumn Vaughn | Satori Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Benjamin Pettigrew | Redwood Park Advisors | Redwood City | CFP | Percentage of assets, Hourly |
| Bradley Hammerman | Beverly Hills Private Wealth | Beverly Hills | CFP | Percentage of assets, Hourly |
| Bradley Stephenson | Stephenson and Company | San Clemente | CFP | Percentage of assets, Hourly |
| Brett Lathrup | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Brett Nussen | Willow Creek Financial | San Diego | CFP | Percentage of assets, Hourly |
| Brian Matter | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Carol Gosho | Gosho Financial Group | San Mateo | CFP | Percentage of assets, Hourly |
| Charles Schwab | Define Financial | San Diego | 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 |
| 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 |