| Kameron Barzegar | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Kayle Larsen | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| Kevin Apolinar Financial planner for Christians | Behavior Shift | Murrieta | Not listed | One-time planning fee, Subscription |
| Li-Wei Chang | 7Summit Advisors | Los Angeles | CFP | Percentage of assets |
| Malek Hage Hassan | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Mark Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| Marnie Baird | Divorce financial consulting | Rancho Santa Fe | CFP | Hourly, One-time planning fee |
| Mary Van Nostrand | Van Nostrand Wealth Management | San Diego | CFP | Flat fee or retainer |
| Matthew Kalabokes | FPC Wealth | Petaluma | CFP | Percentage of assets |
| Matthew Page | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Matthew Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Megan Miller | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Melanie Perry | Sustainable Wealth Advisory Group | Los Angeles | CFP | Percentage of assets, Hourly |
| Michael Haskins | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| Michael Lynch | Michael P. Lynch Wealth Management | Stockton | CFP, PFS | Percentage of assets, Hourly |
| Michael Pablo | Agile Financial Planning | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Minka Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| Nathan Billigmeier | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Rachael Burns | True Worth Financial Planning | Granite Bay | CFP | Percentage of assets, One-time planning fee |
| Randa Hoffman | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Rene De Charon | Divorce financial consulting | Rancho Santa Fe | CFP | Hourly, One-time planning fee |
| Ryan Melnyk | Manzanita Wealth Management | West Sacramento | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sean O'Brien | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Spencer Turkal | Sierra Hotel Financial | Temecula | CFP | Percentage of assets, Fixed fees |
| Steven Cliadakis | Altum Wealth Advisors | Chico | CFP | Percentage of assets, Fixed fees |
| Susan Landry | Wynn Capital Management | Santa Cruz | CFP | Percentage of assets, Hourly |
| Taylor Bell | Aequitas Financial | Santa Ana | Not listed | Percentage of assets, Ongoing planning fee |
| Theodore Fischer | Fischer Investment Strategies | Westlake Village | CFP | Hourly, Flat fee or retainer |
| Todd Gomes | Sonoma Allocations | Santa Rosa | CFP | Percentage of assets, Fixed fees |
| Todd Hadley | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Tyler Schalch | FPC Wealth | Petaluma | CFP | Percentage of assets |
| William Henley | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| Andrew Sontag | Carlsbad Wealth Advisory Group | Carlsbad | CFP | Percentage of assets |
| Anjali Jayakumar | FIT Advisors | Redondo Beach | CFP | Percentage of assets, Hourly |
| Anthony Carr | Carr Wealth Management | Pleasanton | CFP | Percentage of assets |
| Barton Brewer | Global Business Management | Valencia | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Brandon Grundy | Ridgeview Financial Planning | Santa Rosa | CFP | Percentage of assets, Hourly |
| Brandon Hobson | PracticeCFO | San Diego | CFA | Percentage of assets, Fixed fees |
| Brandon Morton | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Britt Joyce | Regatta Capital Group | El Segundo | CFA | Percentage of assets, Hourly |
| Carol Wikle | Mirador Capital Partners | Pleasanton | CFP | Percentage of assets, Hourly |
| Christopher Russell | Tempus Pecunia | San Diego | CFP | Percentage of assets, Fixed fees |
| Colby Davis | RHS Financial | San Francisco | CFA | Percentage of assets |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| David Garelick | Global Business Management | Valencia | CFP | Percentage of assets, Hourly |
| Don Garman | Mirador Capital Partners | Pleasanton | CFP | Percentage of assets, Hourly |
| Donald Debernardi | Sierra Asset Management | Oakhurst | CFP | Percentage of assets, Hourly |
| Earl Jordan Yaokasin | WealthArch Investment Services | Pasadena | CFA | Hourly |
| Edi Alvarez | Aikapa Wealth Planning & Management | Corte Madera | CFP | Flat fee or retainer |
| Heather Sontag | Carlsbad Wealth Advisory Group | Carlsbad | CFP | Percentage of assets |