| Mark Hill | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Matthew Crisafulli | ACap Advisors & Accountants | Studio City | CFP | Percentage of assets, Hourly |
| Maxwell Gallagher | 24Acres Wealth Management | Redondo Beach | CFP | Percentage of assets, Fixed fees |
| Michael Dunlap | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Michael Manjarrez | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Michael Ryan | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |
| Nicholas Ozer | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Paul Dedora | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Philip Maravilla | PracticeCFO | San Diego | CFP | Percentage of assets, Fixed fees |
| Portia White | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Rand Borresen | Ascend Financial Advisers | Irvine | CFP | Percentage of assets, Hourly |
| Richard Hewitt | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Risley Sams | RHS Financial | San Francisco | CFP | Percentage of assets |
| Robert Shopes | Favrile Financial | Del Mar | CFP | Flat fee or retainer, Ongoing planning fee |
| Russell Mohberg | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Saadia Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| Sharon Khan | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Shonty Spatola | Pacific Oak Financial Planning | Woodland Hills | CFP | Flat fee or retainer, Ongoing planning fee |
| Stephen Detweiler | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Tara Manista | Sachi Financial Planning | Newport Beach | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Taylor Whelan | Whelan Financial | Fresno | CFP, CFA | Percentage of assets, Fixed fees |
| Thomas Kelly | Kelly Investment Management | Carlsbad | CFP | One-time planning fee |
| Todd Wiersum | Encompass Financial Services | San Diego | CFP | Percentage of assets, Hourly |
| Tyler Stearns | Castle Coast Wealth | La Jolla | CFP | Percentage of assets, Hourly |
| Vincent Whelan | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Wesley Read | PracticeCFO | San Diego | CFP | Percentage of assets, Fixed fees |
| Allen Trim | Blue Summit Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Ava Pompay | Prosperity Wealth Planning | Irvine | CFP | Percentage of assets, Flat fee or retainer |
| Benjamin Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Bijan Golkar | FPC Wealth | Petaluma | CFP | Percentage of assets |
| Brent Woolsey | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Carolanne Chavanne | Prosperity Wealth Planning | Long Beach | CFP | Percentage of assets, Flat fee or retainer |
| Chengkuo Chen | Redwood Money | San Jose | Not listed | Percentage of assets, Ongoing planning fee |
| Christina Gamache | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Danielle Miura | Spark Financials | Elk Grove | CFP | Percentage of assets, Ongoing planning fee |
| David Hamer | Integrity Asset Management | Hawthorne | CFP, CFA | Ongoing planning fee |
| Emily Bushong | Kaizen Financial Advisors | Canyon Lake | CFP | Percentage of assets, Hourly |
| Eric Sigdestad | SimpliFi | San Diego | CFP | Hourly |
| Gavin Distasi | Topel & DiStasi Wealth Management | Berkeley | Not listed | Percentage of assets, Flat fee or retainer |
| Genecar Vivo | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Glenn Tom | Personal Best Financial | Oakland | CFP | Ongoing planning fee |
| James Sutton | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Qiu | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jeanni Harrison | Divorce financial consulting | Rancho Santa Fe | CFP | Hourly, One-time planning fee |
| Jeffrey Dorman | Navigate Financial | Laguna Niguel | CFP | Percentage of assets |
| Jeffrey Wu | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Joseph Eschleman | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Kaitlin Hewell | Hewell Financial Group | Atascadero | CFP | Percentage of assets, Hourly |