| David Lowery | Lowery Thomas | Walnut Creek | Not listed | Percentage of assets |
| David Swift | Second 50 Financial | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| David Trejo | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| David Yoshioka | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Dawnalizabeth Henke | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Douglas De Groote | De Groote Financial Group | Thousand Oaks | CFP | Percentage of assets, Hourly |
| Douglas Taylor | Taylor Wealth Management | Torrance | CFP, CPA/PFS | Hourly, Fixed fees |
| Grace McClellan | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Hal Schweiger | BlueWater Wealth Management, LLC | San Diego | CFP | Percentage of assets, Hourly |
| Hardik Patel | Trusted Path Wealth Management | Santa Rosa | Not listed | Percentage of assets, Flat fee or retainer |
| Hugh Meyer | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Ian Burkhard | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Ivan Tokarev | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jacob Ferry | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jacob Schwartz | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Jacqueline Rowe | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| James Naify | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Jamie Rugg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Janet Campbell | Abunda Financial | Sausalito | CFP | Flat fee or retainer, Ongoing planning fee |
| Janet Wan | Sierra Pacific Private Wealth, LLC | Oakland | CFP, CPFA | Percentage of assets, Hourly |
| Jason McCoy | Lodestar Asset Management | Alamo | CFA | Percentage of assets, Hourly |
| Jeffrey Petersen | WESCAP Group | Glendale | CFP | Percentage of assets, Hourly |
| Jeffrey Platt | Platt Wealth Management | San Diego | CFA, CFP, JD, LLM | Percentage of assets, Hourly |
| Joe Morgan | JWM Wealth Management, LLC | Danville | CFP, CFA | Percentage of assets, Hourly |
| Joel Meyer | Meyer Financial Advisors | Los Altos | CFA | One-time planning fee |
| John Hayman | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| John Schnieders | Schnieders Capital Management | Pasadena | CFP, CFA | Percentage of assets |
| Jonathan Lederer | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Joseph Migdol | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Joshua Oder | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Juliana Guerra | Dean Roland Russell Family Wealth Management | San Diego | Not listed | Percentage of assets |
| Julie Roth | Integris Wealth Management | Monterey | CFP, CIMA, CEPA, CFA | Percentage of assets, Hourly |
| Justin Vlaanderen | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Katelin Mahoney | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Katharine Newell | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Keith Gray | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Laurie Dubchansky | Havaplan Financial | Newport Beach | CFP | Percentage of assets, Hourly |
| Lily Mossayi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Lionel Tapiero | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Lisa Sternberg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Lucas Franco | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Mark Vicencio | Lowery Thomas | Pebble Beach | Not listed | Percentage of assets |
| Mark Wilson | MILE Wealth Management LLC | Irvine | CFP | Percentage of assets, Hourly |
| Maryam Khoshreza | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Mengxi Monica Ma | Blankinship & Foster, LLC | Solana Beach | CFA, CFP, CSA | Percentage of assets, Hourly |
| Michael Abram | Integral Wealth Management | Turlock | CFA | Percentage of assets, Fixed fees |
| Michael Kinnear | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Mitchel Needelman | Spectrum Asset Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Nathan Mescobi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |