| Matthew Heller | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Matthew Taddei | WESTHILL Financial Advisors | San Rafael | CFP, ChFC | Percentage of assets, Hourly |
| Megan Sperry | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Nicholas Safrit | WESTHILL Financial Advisors | San Rafael | CFP | Percentage of assets, Hourly |
| Nihar Shah | Shah Wealth Advisors | Chino Hills | Not listed | Percentage of assets, Fixed fees |
| Panos Grivakis | Lakewood Financial Group | Newport Beach | Not listed | Percentage of assets |
| Patrick Phillips | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Peter Reidenbach | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Peter Trinh | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Raymond Tan | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| Rosana Ralya | Values Added | San Francisco | CFP | Percentage of assets, Hourly |
| Sabrina Lowell | Second Summit Wealth Management | San Francisco | CFP | Percentage of assets |
| Samantha Keeler | WESTHILL Financial Advisors | San Rafael | CFP | Percentage of assets, Hourly |
| Samaya Patel | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Scott Bramwell | Eiger Wealth Management | San Diego | PFS | Percentage of assets, Fixed fees |
| Stephanie Nehmens | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Steven Campeas | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sunandan Clerk | Dhamma Capital | Walnut Creek | CFP, CFA | Percentage of assets, Hourly |
| Sydney Kovacs | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Teresa Wagner | Knightsbridge Wealth Management | Newport Beach | CFP | Percentage of assets, Performance-based fees |
| Tyler Scott | Wealth Architects | Mountain View | CFP, CFA | Percentage of assets, Hourly |
| Aaron Morris | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Aaron Ritter | Abundant Wealth Partners | Santa Barbara | CFP | Hourly, Ongoing planning fee |
| Aaron Rubin | Werba Rubin Papier Wealth Management, LLC | San Jose | CFP, CPA, JD | Percentage of assets |
| Adam Bederov | Geometric Advisors | Oxnard | Not listed | Percentage of assets |
| Amanda Rocca | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Amir Monsefi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Andre Luiz Paiva | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Andrew Graham | Jackson Square Capital | San Francisco | CFA | Percentage of assets |
| Anthony Ortale | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Anthony Reed | Millennium Investment Services | Van Nuys | CFP | Percentage of assets |
| Asaph Elan | Equilibrium Wealth | San Carlos | Not listed | Percentage of assets, Hourly |
| Balfoure Brenes | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Ben Emons | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Benjamin Fookes | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Boonseon Gudmundsen | Beacon Financial Management | Carlsbad | CFP | Hourly |
| Brandon Silvia | Silvia McColl Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Brian Grimditch | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Brian Lowder | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Brian Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Chad Seegers | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Charles Gehring | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Charles Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Cheryl Morhauser | Cheryl Morhauser & Associates | Nevada City | CFP | Percentage of assets, Hourly |
| Christopher Moore | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Christopher Packard | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Clark Evans | Highline Wealth Partners | Solana Beach | Not listed | Percentage of assets, Hourly |
| Daniel Ebert | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Daniel Sinton | Rational Investment Management | Mill Valley | Not listed | Percentage of assets |