| Heidi Morshead | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| Janet Larsen | Step Financial | Seal Beach | CFP | Percentage of assets, Hourly |
| Jessica Serrano | Equal Voices Wealth | Castaic | CFP | Ongoing planning fee |
| John Lacey | Pacific Point Wealth Management | Carlsbad | CFP | Percentage of assets |
| Keith Hays | Creative Capitalists | Glendale | Not listed | Hourly, Flat fee or retainer |
| Kristian Blom | Blom Levy & Co | Santa Barbara | Not listed | Flat fee or retainer, Ongoing planning fee |
| Laurence Menna | WealthTarget Investment Advisors | Bakersfield | CFP | Percentage of assets, Hourly |
| Lawrence Lane | L Squared Wealth Management | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Manbir Chohan | Lynch Financial Advisors | Roseville | CFP | One-time planning fee |
| Mark Sifling | Simple Life Financial | El Cerrito | CFP | Percentage of assets, Hourly |
| Matthew Brayer | Carlsbad Wealth Advisory Group | Carlsbad | CFP | Percentage of assets |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Mitchel Katz-Winnick | My Portfolio Guide | Seal Beach | CFP | Percentage of assets |
| Nicholas Butler | Butler Financial Services | Westlake Village | Not listed | Flat fee or retainer, One-time planning fee |
| Nino Pavan | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Paul Cordero | Attune Financial Planning | San Rafael | CFP | Percentage of assets, Ongoing planning fee |
| Paul Lafollette | Intelligent Investor Financial Planning | San Francisco | CFP | Ongoing planning fee |
| Peter Garelick | Global Business Management | Valencia | CFP | Percentage of assets, Hourly |
| Rainier Trinidad | Parabolic Asset Management | Coronado | CFA | Percentage of assets, Hourly |
| Rebecca Palmer | Fruitful | Camarillo | CFP | Percentage of assets, Ongoing planning fee |
| Richard Connett | Integrity Wealth Partners | Walnut Creek | CFP | Percentage of assets, Hourly |
| Sarah Green | Farm Girl Capital | Albany | CFP | Percentage of assets, Hourly |
| Sevak Khachatoorian | Up&Up Capital | Glendale | Not listed | Percentage of assets |
| Srdjan Nastasic | Augustus Wealth | Long Beach | Not listed | Hourly, Ongoing planning fee |
| Troy Wirth | InGen Strategies | Irvine | CFP | Percentage of assets, Hourly |
| Tuvshinjargal Odeh | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| Vaughn Heydel | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Adam Meyers | GoTo Financial | Ventura | Not listed | Percentage of assets, Hourly |
| Adam Roberts | Potentia Wealth | San Jose | CFP | Percentage of assets, Fixed fees |
| Aleksandar Kelly | Life UnLocked Partners | Venice | Not listed | Percentage of assets |
| Alexander Okugawa | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Anastasia Melbrod | Melbrod Wealth Management | San Diego | CFP | Ongoing planning fee |
| Anthony McLean | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Anthony Saffer | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Anthony Wright | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Arthur Swalley | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Austin Cua | Potentia Wealth | San Jose | CFP | Percentage of assets, Fixed fees |
| Benjamin Stewart | Stewart Wealth Management | San Rafael | Not listed | Percentage of assets |
| Brad Duerks | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Brian Beckman | Hermosa Wealth Management | Torrance | Not listed | Percentage of assets, Hourly |
| Charles Manih | Xpand Investment | Chula Vista | CFA | Percentage of assets, Hourly |
| Charles McAteer | ARIA Wealth Management | Saratoga | Not listed | Percentage of assets, Hourly |
| Christopher Reyes | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Clayton Earle | Elevate Wealth Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Clifford Kolson | Family Wealth Leadership | Irvine | Not listed | Percentage of assets, Hourly |
| Denisse Arebalo | Pacific Canyon Investments | Lemon Grove | Not listed | Percentage of assets, Hourly |
| Dominick Anton | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Donald Ramirez | Peak Divorce Advisors | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Emmanuel Afolayan | Lindsey & Lindsey Wealth Management | San Jose | Not listed | Percentage of assets, Hourly |
| Eric Bergquist | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |