| Erik Bagley | Kotys Wealth Professionals | Folsom | Not listed | Percentage of assets, Hourly |
| Frank Alvarez | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Geoffrey Hakim | MCM Wealth | Greenbrae | CFP | Percentage of assets, Hourly |
| Gladys Limones | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Guillermo Amoretty | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Helen Sipsas | Peak Divorce Advisors | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Henry Ford | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Ian Goldey | GoTo Financial | Westlake Village | Not listed | Percentage of assets, Hourly |
| James Thomason | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Janice Thompson | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Jared Redfield | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Jeffrey Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| John Cooke | Cooke Wealth Management | Irvine | CFP | Percentage of assets, Hourly |
| John Dunham | Focused Capital Investment | Irvine | Not listed | Percentage of assets, Fixed fees |
| John Lorenz | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Jorden Bastien | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Joshua Stipcich | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Juliette Cooke | Cooke Wealth Management | Irvine | CFP | Percentage of assets, Hourly |
| Karl Kohne | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Keley Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Kenneth Gillespie | Hermosa Wealth Management | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Kevin Swanson | Potentia Wealth | San Jose | CFP | Percentage of assets, Fixed fees |
| Kimberly Overby | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Kristin Rasmussen | KMR Wealth Advisory | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Laura Kohler | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Lelamarie Kelly | Life UnLocked Partners | Venice | Not listed | Percentage of assets |
| Linda Yu | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| M'Lissa Brillhart | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Malique Micenheimer | WIN Private Wealth | Elk Grove | Not listed | Percentage of assets, Flat fee or retainer |
| Marc Bacsafra | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Mari Fries | ProsperiTea Planning | San Diego | CFP | One-time planning fee |
| Mark Tennenbaum | Life UnLocked Partners | Venice | Not listed | Percentage of assets |
| Marylynn Ford | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Matthew Calcagno | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Matthew Sassani | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Matthew Vallebo | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Kasianko | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Wunsch | WealthDevs | Santa Cruz | Not listed | Percentage of assets, Ongoing planning fee |
| Nathan Eddinger | Woven Prosperity | San Francisco | CFP | Percentage of assets |
| Peter Moulton | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Philip Reuer | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Richard Hughes | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Robert Cardenas | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Robyn Cohen | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Rodrigo Nevado | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Ryan Kolstad | AP Investment Management | Mountain View | Not listed | Percentage of assets, Flat fee or retainer |
| Sarah Smith | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Stephen Islander | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Trystan Cleaver | Seek First | Campbell | Not listed | Percentage of assets, Fixed fees |