| Jennifer Ramaswamy | Sonoma Mountain Financial | Petaluma | Not listed | Flat fee or retainer, Ongoing planning fee |
| Jeremy Tate | Tate Capital Group | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Jerome Ledzinski, II | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Jessica McConnell | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Joel Kocen | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| John Stachnick | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| John Wills | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Jordan Kane | Kane Capital Advisors | Camarillo | CFP, ChFC | Percentage of assets, Hourly |
| Joseph Guo | Empath Wealth LLC | Torrance | CFP | Hourly, Fixed fees |
| Joshua Garcia | Veritas Financial Consulting LLC | Monrovia | CFP, MBA, MIM | Percentage of assets, Hourly |
| Joshua Miller | Regatta Capital Group | Studio City | Not listed | Percentage of assets, Hourly |
| JP Geisbauer | Centerpoint Financial Management LLC | Irvine | CFP, CPA | Percentage of assets, Fixed fees |
| Justin Read | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Kade Kretzschmar | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Karly Bokosky | Sachi Financial Planning | Newport Beach | Not listed | Percentage of assets, Ongoing planning fee |
| Katie Junk | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Keith Gunther | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Ken Cranstone | Three Sheep Wealth Management, LLC | Monterey | CFP | Percentage of assets |
| Keo Chao | Point4ward Financial Planning | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Kevin Davidson | DW Financial | Anaheim | Not listed | Percentage of assets, Hourly |
| Kevin Henss | Strivent Financial | Mission Viejo | CFP | Percentage of assets, Hourly |
| L.J. Jones | Developing Financial | Pacifica | CFP, CPA | Fixed fees |
| Laura Robayo | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Lindsey Diranian | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lindsey Swanson | We Financial Group | Oakland | CFP | Percentage of assets, Hourly |
| Lisa Margulies | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Louiza Smith | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Marie Thomasson | Modern Assets | Los Angeles | CFP | Percentage of assets, Hourly |
| Mark Halby | DLK Investment Management | Solana Beach | CFP | Percentage of assets, Hourly |
| Matt Ryan | Focused Mission Financial | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Matthew Detwiler | Ashby Wealth Management | Kensington | CFP | Percentage of assets, Hourly |
| Max Pashman | Pashman Financial LLC | Los Angeles | CFP | Percentage of assets, Hourly |
| Michael Rosendahl | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Michele Holton | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Mitra Shahi | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Nancy Listiawan | Vera Wealth | Pasadena | CFP | Percentage of assets, Hourly |
| Nayivi Velez | Our Wealth Guides, Inc. | Westlake Village | CFP, MBA | Percentage of assets, Hourly |
| Nicholas Fullerton | Fullerton Advisors | Alamo | CFP | Hourly, Percentage of assets |
| Paige Farrell | Endeavor Financial Planning | Sacramento | CFP, MA | Percentage of assets, Fixed fees |
| Pasha Shemirani | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Paul Lipcius | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Penny Houseman | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Peter Tennyson | North Bay Wealth Management | Petaluma | CFP | Percentage of assets |
| Philip Lang | Occfo | Costa Mesa | CFP | Percentage of assets, Hourly |
| Rachna Bijlani | BRsquared | Danville | CFP | Percentage of assets, Hourly |
| Ramy Hindiyeh | Finmentum | Elk Grove | Not listed | Percentage of assets |
| Raymond Clark | The Clark Group Asset Management | Dana Point | CFP | Percentage of assets |
| Renee Michel | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Robert Balopole | Balopole Investment Management | San Mateo | CFA | Percentage of assets |
| Rosario Chacon | Wealth-Source Financial | Oakland | CFP, MBA | Percentage of assets, Hourly |