| Daniel McCurdy | McCurdy Financial Solutions | Rocklin | CFP, ChFC, CFA | Percentage of assets, Hourly |
| David Chenet | Presidio Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| David Wolfensperger | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Dianne Duva | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Emin Nabiyev | TriFlame Capital | Roseville | CFP, ChFC | Percentage of assets, One-time planning fee |
| Giovanna Leyva | Tidemark Financial Partners | San Diego | CFP | Flat fee or retainer, Percentage of assets |
| Jared Barnecut | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Jennifer Strong | Kate Capital Group | Westlake Village | CFP | Percentage of assets, Hourly |
| Joseph Weiland | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Joshua Simpson | Illumination Wealth Management | San Diego | ChFC | Flat fee or retainer, Ongoing planning fee |
| Kevin Kolson | Family Wealth Leadership | Irvine | CFP | Percentage of assets, Hourly |
| Kyle Jones | Lindsey & Lindsey Wealth Management | Culver City | CFP | Percentage of assets, Hourly |
| Louis Dagen | Auspicious Financial Planning | San Ramon | CFP, ChFC | Percentage of assets |
| Mary Storjohann | Allora Wealth | Chula Vista | CFP | Percentage of assets, Hourly |
| Michael Yang | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Rielle Sanidad | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Scott Pearring | Seek First | Campbell | CFP | Percentage of assets, Fixed fees |
| Stone Churby | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Stuart Schiffman | Compound Wealth Advisors | San Diego | CFP, ChFC | One-time planning fee |
| Tyler Abney | Tidemark Financial Partners | San Diego | CFP | Flat fee or retainer, Percentage of assets |
| Wing-Yin Kong | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Alexander Goldberg | McIlrath | Eck | Anaheim | CFP | Percentage of assets, Hourly |
| Andrew Nelson | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Angel Brown | asendo wealth | San Diego | CFP | Percentage of assets, Hourly |
| Ara Oghoorian | ACap Advisors & Accountants | La Verne | CFP, CFA | Percentage of assets, Hourly |
| Chad Valchar | R.I.T. Wealth Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Chad Wauschek | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Cherie Putman | Women's Wellness and Wealth | Torrance | CFP | Percentage of assets, Hourly |
| Chloe Barnett | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Cody Beaumont | HFG Trust | Gilroy | CFP | Percentage of assets, Hourly |
| Dale Woodward | DW Financial | Anaheim | CFP | Percentage of assets, Hourly |
| David Chapman | DFS Capital Management | Brea | CFP | Percentage of assets, Hourly |
| David Chong | Oaktree Wealth Group | Brea | CFP, CFA | Percentage of assets, One-time planning fee |
| David Meucci | Phase Change Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Derek Thomsen | RED Seven Wealth Management | La Palma | CFP | Percentage of assets, Fixed fees |
| Don Hilario | Hilpan Moxie Wealth Management | Irvine | CFP | Percentage of assets, Flat fee or retainer |
| Evan Davies | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Iftikhar Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| Jeffrey Pih | Pih Investments | South Pasadena | CFP | Percentage of assets |
| Jeffrey Wiyninger | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Jerod Fenton | RED Seven Wealth Management | Escondido | CFP | Percentage of assets, Fixed fees |
| John Kamola | JW Financial Advisors | Santa Rosa | CFP | Flat fee or retainer, Hourly |
| John McCormick | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| John Richardson | RED Seven Wealth Management | Escondido | CFP | Percentage of assets, Fixed fees |
| Joseph Clark | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Joseph Sweeney | Sweeney & Michel | Chico | CFP | Percentage of assets, Hourly |
| Kevin Campbell | McIlrath | Eck | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Kristin Short | Confide | Thousand Oaks | CFP | Percentage of assets, One-time planning fee |
| Lori Ong | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Louis Guajardo | Moonshot Planning | Montclair | CFP | Ongoing planning fee |