| Donna Chaney | Chaney Financial Services | Pasadena | PFS | One-time planning fee, Ongoing planning fee |
| Drew Ruiz | Stravida Wealth | Anaheim | Not listed | Percentage of assets, Fixed fees |
| Eric Johanson | Scope Wealth Management | Santa Monica | CFA | Percentage of assets, Hourly |
| Greg Welborn | First Financial Consulting | Pasadena | MBA | Percentage of assets, Hourly |
| Gregory Wilson | GL Trust | Whittier | Not listed | Flat fee or retainer |
| Isai Juarez | Journey Equity Wealth Management | Downey | Not listed | Percentage of assets, Hourly |
| Jackson Vickers | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| James Curran | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Jason Clardy | My Portfolio Guide | Seal Beach | Not listed | Percentage of assets |
| Jeffery Sorensen | OverRidge Wealth Advisors | Westlake Village | Not listed | Percentage of assets, Fixed fees |
| Jesse Sikorski | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| John Collet | Simple Life Financial | Vacaville | Not listed | Percentage of assets, Hourly |
| John Kirkgard | J. Dyhr Capital | Paso Robles | Not listed | Percentage of assets |
| Joseph Garcia | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Joseph Marshall | Coastal Capital Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Kara Buss | HN Buss Investing | Thousand Oaks | Not listed | Percentage of assets |
| Kenneth Hobbs | Clearview Investment Partners | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Kristopher Schnell | Cogent Independent Advisors, Inc. | Camarillo | CRPC | Percentage of assets, Hourly |
| Kyle Kiser | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Laura Devore | DeVore Financial Advisors | Escondido | Not listed | Percentage of assets, Flat fee or retainer |
| Mark Sauer | AllOneWealth | Camarillo | Not listed | Percentage of assets |
| Mark Swoboda | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Mark Wendell | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Matthew Marchand | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Matthew Pederson | MP3 Finance | Cameron Park | Not listed | Hourly, Subscription |
| Michael Lynch | Lynch Financial Advisors | Roseville | Not listed | One-time planning fee |
| Michael Mills | Mills Financial Group | Browns Valley | Not listed | Hourly, One-time planning fee |
| Michael Testa | Naylor & Company | Orinda | Not listed | Percentage of assets |
| Nathan Williamson | Waystone Advisors | Stockton | Not listed | Percentage of assets, Hourly |
| Nicholas Willenbring | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Ray Lombardo | Clearview Investment Partners | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Ryan Gorski | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Shane Fernandez | Abundance Pathways | San Diego | Not listed | One-time planning fee, Ongoing planning fee |
| Vladimir Pixa | My Portfolio Guide | Seal Beach | Not listed | Percentage of assets |
| Yen Trac | Northern California Fiduciary Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Zachariah Kline | Capstone Wealth Management | San Jose | Not listed | Percentage of assets, Fixed fees |
| Alexander Newman | Grape | Temecula | Not listed | Percentage of assets |
| Benjamin Ebert | Ebert Capital Management | Eureka | Not listed | Percentage of assets, Hourly |
| Bryan Gould | Ultra Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Caedmon Bear | On the Trail Financial Planning | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Catherine Henning | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Christopher Lynch | Lynch Financial Group | Camarillo | Not listed | Percentage of assets, Fixed fees |
| Daniel Brown | Miles Brown Asset Management | San Rafael | Not listed | Percentage of assets, Hourly |
| Daniel Catone | Arimathea Investing | Fort Bragg | Not listed | Percentage of assets, Hourly |
| David Feinman | Silverlake Portfolio Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Davide Accomazzo | Thalassa Capital | Thousand Oaks | Not listed | Percentage of assets |
| George Henning | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Giani Kurniawan | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Jenny Jones | The Jones Stewardship Group | Elk Grove | Not listed | Percentage of assets, Hourly |
| John O'Neill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |