| Tyler Trahan | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Aaron Agte | Graystone Advisor, LLC | Foster City | CFP | Fixed fees |
| Adam Brown | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Alan Goodstein | Goodstein Wealth Management LLC | Encino | CFP | Percentage of assets, Hourly |
| Alan Hewitt | Hewitt Wealth Management Inc. | Newbury Park | CFP, ChFC, EA | Fixed fees |
| Alychandra McFarlane | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Alyssa Crews | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Amy McGinnis | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Antoine Lena | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Ariel Hartounian | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Arley Gonzalez | KOA Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Ashley Gardiner | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Austin Mangold | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Benjamin Satterfield | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Blake Anderson | WealthGuard Advisors | Placerville | CFP | Percentage of assets, Hourly |
| Bradley Hartman | Hartman Financial Planning | Santa Clarita | Not listed | Hourly, Ongoing planning fee |
| Bradley Nelson | Point Loma Advisors | San Diego | CFP, MSEE | Percentage of assets, Hourly |
| Brandon Clark | The Clark Group Asset Management | Dana Point | CFP | Percentage of assets |
| Brenton Devore | DeVore Financial Advisors | Escondido | ChFC | Percentage of assets, Flat fee or retainer |
| Bryan Kocen | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Cady North | North Financial Advisors LLC | San Diego | CFP, MBA | Percentage of assets, Hourly |
| Cameron Smith | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Cassidy Fisher | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Charles Gillespie | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Christopher Baum | Coastal Capital Advisors | Irvine | CFA | Percentage of assets, Fixed fees |
| Cristina Livadary | Mana Financial Life Design, LLC | South Pasadena | CFP, RLP | Percentage of assets, Hourly |
| Dan Herron | Elemental Wealth Advisors | San Luis Obispo | CFP, CPA | Percentage of assets, Hourly |
| David Rae | DRM Wealth Management LLC | Los Angeles | CFP | Percentage of assets, Hourly |
| David Tsikman | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| David Zuckerman | Zuckerman Capital Management | Los Angeles | CFP | Percentage of assets |
| Derek Campbell | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Derek Finch | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Derrick Smith | Privatus Wealth | Roseville | Not listed | Percentage of assets, Hourly |
| Donald Campbell | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Drew Phillips | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Ellen Himmel | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Eric Cortez | Verus Capital Partners | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Erika Jenkins | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Eugene Hsu | Archer Pointe Wealth Management | Sacramento | CFP | Hourly, Fixed fees |
| Frank Montes | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| George Chang | Pillar Point Wealth Management | San Francisco | Not listed | Percentage of assets, Ongoing planning fee |
| Gloria Jones | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Graciano Rubio | Infinity Financial Planning | Gustine | CFP | Percentage of assets, Hourly |
| Grant Nabell | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Holly Kindel | Prospettiva Financial | San Francisco | CFP | Percentage of assets, Fixed fees |
| James Moore | Eclectic Associates, Inc. | Fullerton | CFP, CFA, BS, BA | Percentage of assets, Hourly |
| James Smith | StratiCo | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Jason Dow | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Jason Hamilton | KIS Financial Planning, LLC | Santa Ana | CFP, CRPC | Percentage of assets, Hourly |
| Jason Stein | Bluepoint Wealth Advisors | Irvine | CFP, RICP | Percentage of assets, Fixed fees |