| Asaph Elan | Equilibrium Wealth | San Carlos | Not listed | Percentage of assets, Hourly |
| Austin Mangold | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Ben Emons | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Benjamin Fookes | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Benjamin Satterfield | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Blake Anderson | WealthGuard Advisors | Placerville | CFP | Percentage of assets, Hourly |
| Boonseon Gudmundsen | Beacon Financial Management | Carlsbad | CFP | 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 |
| Brandon Lew | Kera Capital | Los Angeles | Not listed | Percentage of assets, Hourly |
| Brandon Silvia | Silvia McColl Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Brenton Devore | DeVore Financial Advisors | Escondido | ChFC | Percentage of assets, Flat fee or retainer |
| Brian Grimditch | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Brian Lowder | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Brian Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| 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 |
| Cary Allison | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Cassidy Fisher | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Chad Seegers | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Charles Gillespie | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Charles Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Cheryl Morhauser | Cheryl Morhauser & Associates | Nevada City | CFP | Percentage of assets, Hourly |
| Christopher Baum | Coastal Capital Advisors | Irvine | CFA | Percentage of assets, Fixed fees |
| Christopher Moore | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Christopher Packard | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Clark Evans | Highline Wealth Partners | Solana Beach | Not listed | Percentage of assets, Hourly |
| Cristina Livadary | Mana Financial Life Design, LLC | South Pasadena | CFP, RLP | Percentage of assets, Hourly |
| Dan Costigan | Two Palms Financial | San Clemente | CFP, CFA, MBA | Percentage of assets, Fixed fees |
| Dan Herron | Elemental Wealth Advisors | San Luis Obispo | CFP, CPA | Percentage of assets, Hourly |
| Daniel Johnson | Windfall Advisors | Santa Monica | Not listed | Percentage of assets, Hourly |
| Daniel Shainberg | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| David Born | Private Financial Management LLC | Orinda | CFA, CFP | Percentage of assets, Fixed fees |
| David Rae | DRM Wealth Management LLC | Los Angeles | CFP | Percentage of assets, Hourly |
| David Swift | Second 50 Financial | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| David Tsikman | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| David Yoshioka | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| 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 |
| Dominika Watson Umali | MyFi FInancial LLC | Pasadena | CFA, CFP, MBA, MS | Hourly, Fixed fees |
| Donald Campbell | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Douglas De Groote | De Groote Financial Group | Thousand Oaks | CFP | Percentage of assets, Hourly |
| Douglas Taylor | Taylor Wealth Management | Torrance | CFP, CPA/PFS | Hourly, Fixed fees |
| Drew Phillips | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Eden Morimoto | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Eduardo Ciuffo | Ariston Services Group | San Diego | CFA | Percentage of assets |
| 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 |