| Lance Parker | Lance Parker Wealth Management | San Luis Obispo | Not listed | Percentage of assets |
| Lincoln Wells | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Mark Myers | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Matthew Murawski | Murawski Wealth Management | Los Angeles | Not listed | Percentage of assets |
| Michael Malvin | Decision Investments | San Diego | Not listed | Percentage of assets |
| Michael Moore | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Paola Quintero Salazar | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Parker Hann | SimpliFi | San Diego | Not listed | Hourly |
| Peter Girolamo | Retirement Wealth Center | Thousand Oaks | Not listed | Percentage of assets |
| Rana Davidson | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Randy Tam | Beyond Wealth Advisory | South San Francisco | Not listed | Percentage of assets, Hourly |
| Robert McDonald | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Robert Russell | Qmulate Capital | Ojai | Not listed | Percentage of assets, Hourly |
| Robert Seid | Blue Summit Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Robert Teel | Kingdom Capital Management | Carmichael | Not listed | Flat fee or retainer, Percentage of assets |
| Robert Wycoff | BrightOrange Advisors | Altadena | Not listed | Percentage of assets, Hourly |
| Rodney Palmer | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Rodney Prezeau | Belgrave Square Advisors | San Mateo | Not listed | Percentage of assets |
| Samuel Vance | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Scott Barks | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Shaun Mutch | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Shay Tahar | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Stephanie Poche | Onyx Bridge Wealth Group | Lakeside | Not listed | Percentage of assets, Hourly |
| Steven Singer | Retirement Solutions | Los Angeles | Not listed | Percentage of assets, One-time planning fee |
| Tayeb Ayat | Fenul Wealth Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Thomas McAuliffe | Divorce financial consulting | San Rafael | Not listed | Hourly, One-time planning fee |
| Thomas Wynn | Wynn Capital Management | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Trevor Hedge | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Troy White | Hoodoo Financial | Oakland | Not listed | Percentage of assets, Fixed fees |
| Vincent Siewit | Small Victories Wealth | San Jose | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Promes | Austin Creek Capital | Mill Valley | Not listed | Percentage of assets, Fixed fees |
| Alex Zubak | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Andrew Jensen | Zermatt Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Andrew Kotyuk | Alpha Wealth Management | Hemet | Not listed | Percentage of assets, Hourly |
| Angela Thorstenson | Naylor & Company | Orinda | Not listed | Percentage of assets |
| Asha Culhane-Husain | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| B. Brose | Integrity Wealth Partners | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Ben McCollum | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Bradley Gilbert | Thrive Portfolios | San Diego | Not listed | Percentage of assets |
| Bradley Harsch | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Chad Naylor | Naylor & Company | Orinda | Not listed | Percentage of assets |
| Christopher Connolly | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Cole Stevens | Burkart & Stevens, CPAs and Advisors | San Luis Obispo | Not listed | Percentage of assets, Hourly |
| Collin Sinnott | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Daniel Claffey | EdMD | San Ramon | Not listed | One-time planning fee |
| Daniel Murray | Mirador Capital Partners | Larkspur | Not listed | Percentage of assets, Hourly |
| Darien Croce | Parallel Wealth Management | Redding | Not listed | Percentage of assets, Hourly |
| David White | Zermatt Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Donald Dempster | DLK Investment Management | Solana Beach | CFA | Percentage of assets, Hourly |