| George Kaluhiokalani | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Glenn Busch | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Harold Davidson | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Harry Oxley | Double Bay Management & Planning | San Francisco | CFA | Percentage of assets, Hourly |
| Hubert Lenczowski | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Isabella Tam | Beyond Wealth Advisory | South San Francisco | Not listed | Percentage of assets, Hourly |
| Jaime Boyer | Kachkovsky & Fisher | San Diego | Not listed | Percentage of assets, Hourly |
| Jake Popoff | Hutchinson Capital Management | San Rafael | Not listed | Percentage of assets, Hourly |
| Jason Saxon | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Jason Shaya | Mission Hills Financial | San Diego | Not listed | Percentage of assets, Hourly |
| Jaywant Srivatsa | Future Wealth | Los Gatos | Not listed | Percentage of assets |
| Jeffrey Coontz | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Jeffrey Tilson | JST Investment Consulting | Seal Beach | Not listed | Percentage of assets, One-time planning fee |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Jethro Townsend | moneydoula | Berkeley | CFA | Percentage of assets, Hourly |
| Jivko Velev | Velev Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| John Weinstein | Decision Investments | San Diego | Not listed | Percentage of assets |
| Jonathan Becker | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Mazzon | Wealth Architects | Mountain View | CFA | Percentage of assets, Hourly |
| Kenneth Haren | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Kevin Cavanaugh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Kevin Morrow | Sonoma Allocations | Santa Rosa | Not listed | Percentage of assets, Fixed fees |
| Kwadwo Osei | Atwima Wealth | Sacramento | CFA | Percentage of assets, Fixed fees |
| Kyle Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Kyle Fulton | Seneca Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Kyle Spiewak | Pacific Point | San Diego | Not listed | Percentage of assets, Hourly |
| Landon Blodgett | Blodgett Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Leslie Ann Gutierrez | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Luke Podbury | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Lyle Meek | Cerro Pacific Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Marc Rosenbach | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Mark Myers | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Mark Zaifman | Spiritus Financial Planning | Windsor | Not listed | Percentage of assets, Flat fee or retainer |
| Michael Malvin | Decision Investments | San Diego | Not listed | Percentage of assets |
| Michael Moore | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Michelle Higgins | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| N Alexander Alard | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Nicholas Powers | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Rugh | Rugh Financial | Menlo Park | Not listed | Percentage of assets |
| Nicholas Venezia | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Nicole Vong | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Omid Eftekhari | Towneley Capital Management | Laguna Hills | CFA | Percentage of assets, Fixed fees |
| Paola Quintero Salazar | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Parker Hann | SimpliFi | San Diego | Not listed | Hourly |
| Patrick Hitchcock | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Peter Girolamo | Retirement Wealth Center | Thousand Oaks | Not listed | Percentage of assets |
| Rana Davidson | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Randy Tam | Beyond Wealth Advisory | South San Francisco | Not listed | Percentage of assets, Hourly |
| Raymundo Flores | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |