| Nicholas Giannakopoulos | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Philip Fessler | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Preston Mayo | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Rebecca Dodge | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Rob Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ryan Ahrens | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Ryan Beckham | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Ryan Kelley | Bell Investment Advisors | Orinda | CFA | Percentage of assets, Hourly |
| Ryan Kosakura | Elevation Wealth Partners | Walnut Creek | CFA | Percentage of assets |
| Ryan Meacham | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Sarah Ellis | GKV Capital | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Scott Bell | Gross Domestic Product | Playa Del Rey | Not listed | Percentage of assets, One-time planning fee |
| Scott Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Selma Hackett | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Shayne Cooper | Fiduciary Financial Group | Rohnert Park | Not listed | Percentage of assets, Fixed fees |
| Simone Liu | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Simranjot Bachal | Circuit Wealth | Burlingame | CFA, CFP, MBA | Percentage of assets, Fixed fees |
| Spencer Rhode | Corvus Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets |
| Stephanie Kemp | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Steven Zorn | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Suzanne Herman | Roberts Wealth Advisors | Menlo Park | CFP | Percentage of assets, Hourly |
| Thomas Anderson | Havaplan Financial | Newport Beach | CFP | Percentage of assets, Hourly |
| Thomas Stout | Stout Capital Management | Encinitas | CFP | One-time planning fee |
| Thomas Vogelheim | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Tony Blagrove | Traveka Wealth | Los Altos | CFA, CFP | Percentage of assets |
| Travis Domingues | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| William Catton | Catton Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| William McColl | Silvia McColl Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Y Shih | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Zachary Philipp | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Andrew Skinner | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Anthony Hunt | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Brandon Hagerla | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Charles Coleman | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Christopher Ruane | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Dana Grigg | Divorce Analysis | San Francisco | Not listed | Percentage of assets, Hourly |
| Daniel Speirs | Cerro Pacific Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| David Kim | Vision Capital Investment Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Elizabeth Flores | Legacy Wealth Advisors | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Erik Schei | Gates Pass Advisors | Los Altos | CFA | Percentage of assets, Fixed fees |
| Fabian Waldner | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Gabriella Stamps | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Geert Criel | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Geoffrey Hauck | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| George Kaluhiokalani | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Harold Davidson | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jaime Boyer | Kachkovsky & Fisher | San Diego | Not listed | Percentage of assets, Hourly |
| James Garrison | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |