| Eric Ziegler | Hutchinson & Ziegler Financial Advisors | Novato | CFP | 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 |
| Faith Counio | Chrysadia Financial, LLC. | Newark | CFP, MBA | Percentage of assets, Hourly |
| Frank Montes | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| G-Woon Choe | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| George Chang | Pillar Point Wealth Management | San Francisco | Not listed | Percentage of assets, Ongoing planning fee |
| George Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Gloria Jones | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Grace McClellan | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Graciano Rubio | Infinity Financial Planning | Gustine | CFP | Percentage of assets, Hourly |
| Grant Nabell | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Grant Webster | Arcadia Private Wealth LLC | Cardiff | CFP, TPCP | Fixed fees |
| Hal Schweiger | BlueWater Wealth Management, LLC | San Diego | CFP | Percentage of assets, Hourly |
| Hardik Patel | Trusted Path Wealth Management | Santa Rosa | Not listed | Percentage of assets, Flat fee or retainer |
| Heather Hutchinson | Hutchinson & Ziegler Financial Advisors | Novato | CFP | Percentage of assets, Hourly |
| Heather Liston | Clarity Financial | San Francisco | CFP | One-time planning fee |
| Helena Sandoval | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Henry Hien Phan | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Holly Kindel | Prospettiva Financial | San Francisco | CFP | Percentage of assets, Fixed fees |
| Hugh Meyer | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| J Christopher Kerckhoff | Plancorp, LLC | San Francisco | AIF, CFP, BBA, CFA | Percentage of assets, Hourly |
| Jacob Schwartz | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Jacqueline Rowe | Fiduciary Financial Group | San Rafael | Not listed | 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 |
| Jamie Rugg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Janet Campbell | Abunda Financial | Sausalito | CFP | Flat fee or retainer, Ongoing planning fee |
| Janet Wan | Sierra Pacific Private Wealth, LLC | Oakland | CFP, CPFA | 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 McCoy | Lodestar Asset Management | Alamo | CFA | Percentage of assets, Hourly |
| Jason Stein | Bluepoint Wealth Advisors | Irvine | CFP, RICP | Percentage of assets, Fixed fees |
| Jeffrey Petersen | WESCAP Group | Glendale | CFP | Percentage of assets, Hourly |
| Jeffrey Platt | Platt Wealth Management | San Diego | CFA, CFP, JD, LLM | Percentage of assets, Hourly |
| Jeffrey Spagnola | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Jennifer Ramaswamy | Sonoma Mountain Financial | Petaluma | Not listed | Flat fee or retainer, Ongoing planning fee |
| Jeremy Tate | Tate Capital Group | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Jessica McConnell | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Joe Morgan | JWM Wealth Management, LLC | Danville | CFP, CFA | Percentage of assets, Hourly |
| Joel Kocen | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Joel Meyer | Meyer Financial Advisors | Los Altos | CFA | One-time planning fee |
| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| John Friedman | John Friedman Financial | San Francisco | CFP | Flat fee or retainer, Hourly |
| John Stachnick | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| John Wills | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Joseph Guo | Empath Wealth LLC | Torrance | CFP | Hourly, Fixed fees |
| Joshua Garcia | Veritas Financial Consulting LLC | Monrovia | CFP, MBA, MIM | Percentage of assets, Hourly |
| Joshua Miller | Regatta Capital Group | Studio City | Not listed | Percentage of assets, Hourly |
| Joshua Oder | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |