| Paul Hewitt | Optimus Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Rajesh Bijlani | BRsquared | Danville | Not listed | Percentage of assets, Hourly |
| Richard Nerad | Nerad + Deppe Wealth Management | La Jolla | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Keith | Laguna Capital Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Shantnu Chandel | InverseWealth | San Ramon | Not listed | Percentage of assets, Fixed fees |
| Sri Palasamudram | DisruptiveSecularGrowth | Moutian View | Not listed | Percentage of assets |
| Steve Rumsey | Optimus Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Steven Deppe | Nerad + Deppe Wealth Management | La Jolla | Not listed | Percentage of assets, Ongoing planning fee |
| Steven Toomey | Wholeness Financial | Richmond | Not listed | Percentage of assets, Hourly |
| Sumeet Ganju | InverseWealth | San Ramon | Not listed | Percentage of assets, Fixed fees |
| Theodore Kay | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Thomas Brenner | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Thomas Rizzo | Plectrum Advisers | Altadena | Not listed | Percentage of assets, Hourly |
| We-Yu Chou | New Asset Investment Advisor | Milpitas | Not listed | Hourly, Percentage of assets |
| Wheelock Bingham | Bingham Private Wealth | San Francisco | Not listed | Percentage of assets |
| Whitney Johnson | Baseline Investments | San Francisco | Not listed | Percentage of assets |
| Aaron Clark | Monarch Wealth Strategies | Los Angeles | CFP | Percentage of assets, Hourly |
| Aaron Munoz | Cerda Munoz Advisors | Whittier | CFP | Percentage of assets, Hourly |
| Adam Scott | Wellacre Global Wealth Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Aileen Danley | Oak Street Advisory Group | Nevada City | CFP | Percentage of assets, Hourly |
| Aimee Calderon | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Alison Van Dyke | First and Main Financial | Piedmont | CFP | Percentage of assets, Hourly |
| Amanda Bearden | Financial ZEN | San Francisco | CFP | Percentage of assets, Fixed fees |
| Amber Shrosbree | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Amy Marietta | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Anabel Diaz-Garcia | Natural Bridges Financial Advisors | Santa Cruz | CFP | Fixed fees |
| Andrew Hoffarth | Financial Alternatives | La Jolla | CFP | Percentage of assets, Hourly |
| Andrew Howard | Betterwealth | San Jose | CFP | Percentage of assets |
| Andrew James Flores | Portfolio Advisors | Fresno | CFP | Percentage of assets, Hourly |
| Andrew Lancaster | Crosspoint Capital Management | Orinda | CFP | Percentage of assets |
| Angel Mendez | RAI Wealth Management | Placentia | CFP | Percentage of assets, Hourly |
| Angelica Kangas | Certified Planners | San Ramon | CFP | Percentage of assets, Hourly |
| Ann Fleming | Fleming Financial Advising | Walnut Creek | CFP | Percentage of assets, Hourly |
| Anthony Calderon | Peak Financial Planning | Canoga Park | CFP | Percentage of assets, Fixed fees |
| Anton Madsen | Stone Steps Financial | Encinitas | CFP | Percentage of assets, Hourly |
| Arrington Rhett | Asset Dedication | San Francisco | CFP, ChFC | Percentage of assets |
| Ashley Hamman | Bridgeview Capital Advisors | El Dorado Hills | CFP | Percentage of assets, Hourly |
| Ashley Stroud | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Barbara Gault | Barbara S. Gault | Sausalito | CFP | Percentage of assets, Hourly |
| Barbara Steinmetz | Steinmetz Financial Planning | Redwood City | CFP | Percentage of assets, Hourly |
| Benjamin Simonds | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Blair Aihara | Aihara Wealth Management | Torrance | CFP | Percentage of assets, Hourly |
| Brandon Sussman | Traction Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Brandon Thorsten | Merrithew & Thorsten | San Diego | CFP | Percentage of assets |
| Bret Elliott | Elliott Financial | Pacific Grove | CFP | Hourly |
| Bret Schultz | Martin & Company | Valencia | CFP | Percentage of assets, Hourly |
| Brian Duvall | Asset Dedication | San Francisco | CFP | Percentage of assets |
| Carl Lachman | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Carol O'Boyle | O'boyle Wealth Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| Cayden Norton | Tempus Wealth Planning | Irvine | CFP | Percentage of assets, Hourly |