| Jeffrey Vistica | Vistica Wealth Advisors | Carlsbad | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Nick Covyeau | Swell Financial | Costa Mesa | CFP | Percentage of assets, Hourly |
| Ronald Bernstein | Prism Planning Partners | Rancho Mirage | CFP, PFS | One-time planning fee |
| Tammy Trenta | Family Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Alfred Au | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Becky Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Brandon Kurz | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Lavina Nagar | Maya Advisors, Inc. | Palo Alto | CFP | Percentage of assets, Hourly |
| Lily Zhang | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Mallory Davis | MA Private Wealth | San Carlos | CFP | Percentage of assets, Fixed fees |
| Matthew Christl | Wise Wealth Partners | Folsom | CFP | Percentage of assets |
| Mitch Christensen | RS Crum Inc. | Newport Beach | CFP, MBA | Percentage of assets, Fixed fees |
| Nathan Dingler | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Raymond Vo | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Scott Colton | Colton Wealth Management | Arcadia | CPA/PFS, MST, CFP, CPA | Ongoing planning fee |
| Thomas Lowish | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Tyler Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Adrianne Yamaki | Strategic Wealth Capital | San Francisco | CFP | Percentage of assets, Fixed fees |
| Alexander Collins | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Amy Thacher | Blume Capital Management | Berkeley | CFP | Percentage of assets, Hourly |
| Andrew Drennan | D'Arcy Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Ariana Alisjahbana | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Arpy Raval | Shah Wealth Advisors | Chino Hills | CFP | Percentage of assets, Fixed fees |
| Bradley Sayre | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Brian Breen | Breen Wealth Management | Petaluma | CFP | Percentage of assets |
| Brian Kozel | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Bryan Theall | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Carolina Ortiz | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Christopher Hughes | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Daniel Tripp | Redwood Grove Wealth Management | San Rafael | CFP | One-time planning fee |
| David Espineira | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Emily Hermeno | Prosperity Road | Santa Ana | CFP | Percentage of assets, Hourly |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Gregory Syrios | Syrios Wealth Management Group | La Jolla | CFP | Percentage of assets, Fixed fees |
| Jennifer Regan | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Jeremy Kovacevich | Kaiyo Wealth | San Diego | CFP | Percentage of assets |
| Jeremy Welch | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Juliana Moravy | Elmwood Wealth Management | Berkeley | CFP | Percentage of assets, Hourly |
| Katherine King | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Kelly Randall | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Krysta Kelly | D'Arcy Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Matthew Cobas | Kaiyo Wealth | San Diego | CFP | Percentage of assets |
| Matthew Gatt | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Robert Enright | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Samuel Wood-Bednarz | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Shannon Lemon | Elmwood Wealth Management | Berkeley | CFP | Percentage of assets, Hourly |
| Shawn Landis | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stacey Panenhanouvong | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Tanya Steinhofer | Redwood Grove Wealth Management | San Rafael | CFP, CFA | One-time planning fee |
| Taylor Heininger | Cloud Capital Management | El Segundo | CFA | Percentage of assets |