| JP Geisbauer | Centerpoint Financial Management LLC | Irvine | CFP, CPA | Percentage of assets, Fixed fees |
| Juliana Guerra | Dean Roland Russell Family Wealth Management | San Diego | Not listed | Percentage of assets |
| Julie Roth | Integris Wealth Management | Monterey | CFP, CIMA, CEPA, CFA | Percentage of assets, Hourly |
| Justin Read | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Justin Vlaanderen | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Kade Kretzschmar | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Karly Bokosky | Sachi Financial Planning | Newport Beach | Not listed | Percentage of assets, Ongoing planning fee |
| Katelin Mahoney | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Katharine Newell | Painted Porch Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Katie Junk | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Keith Gunther | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Keo Chao | Point4ward Financial Planning | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Kevin Davidson | DW Financial | Anaheim | Not listed | Percentage of assets, Hourly |
| Kevin Henss | Strivent Financial | Mission Viejo | CFP | Percentage of assets, Hourly |
| Kian Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| L.J. Jones | Developing Financial | Pacifica | CFP, CPA | Fixed fees |
| Laura Robayo | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Lindsey Diranian | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lindsey Swanson | We Financial Group | Oakland | CFP | Percentage of assets, Hourly |
| Lionel Tapiero | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Lisa Junghahn | Cycle Financial Planning | Santa Monica | CFP, JD, MA | Hourly, Fixed fees |
| Lisa Margulies | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lisa Sternberg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Louiza Smith | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Lucas Franco | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Marie Thomasson | Modern Assets | Los Angeles | CFP | Percentage of assets, Hourly |
| Mark Halby | DLK Investment Management | Solana Beach | CFP | Percentage of assets, Hourly |
| Mark Kriss | Macroclimate | Sausalito | Not listed | Percentage of assets, Flat fee or retainer |
| Mark Wilson | MILE Wealth Management LLC | Irvine | CFP | Percentage of assets, Hourly |
| Martin Curiel | MYeCFO | La Jolla | CFA | Percentage of assets, Hourly |
| Matt Ryan | Focused Mission Financial | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Matthew Detwiler | Ashby Wealth Management | Kensington | CFP | Percentage of assets, Hourly |
| Max Pashman | Pashman Financial LLC | Los Angeles | CFP | Percentage of assets, Hourly |
| Mengxi Monica Ma | Blankinship & Foster, LLC | Solana Beach | CFA, CFP, CSA | Percentage of assets, Hourly |
| Michael Abram | Integral Wealth Management | Turlock | CFA | Percentage of assets, Fixed fees |
| Michael Kinnear | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Michael Lent | Veris Wealth Partners | Oakland | Not listed | Percentage of assets, Hourly |
| Michael Munson | MYeCFO | La Jolla | CFA | Percentage of assets, Hourly |
| Michael Rosendahl | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Michael Stock | Boltwood Capital Management | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Michele Holton | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Michelle Hams | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Mitchel Needelman | Spectrum Asset Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Mitra Shahi | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Nancy Listiawan | Vera Wealth | Pasadena | CFP | Percentage of assets, Hourly |
| Nayivi Velez | Our Wealth Guides, Inc. | Westlake Village | CFP, MBA | Percentage of assets, Hourly |
| Nicholas Fullerton | Fullerton Advisors | Alamo | CFP | Hourly, Percentage of assets |
| Paige Farrell | Endeavor Financial Planning | Sacramento | CFP, MA | Percentage of assets, Fixed fees |
| Pasha Shemirani | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Paul Lipcius | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |