| Richard Kuchen | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Robert McDonald | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Robert Russell | Qmulate Capital | Ojai | Not listed | Percentage of assets, Hourly |
| Robert Seid | Blue Summit Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Robert Teel | Kingdom Capital Management | Carmichael | Not listed | Flat fee or retainer, Percentage of assets |
| Rodney Palmer | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Ryan Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Sally Eisenberg | Weatherly Asset Management | Del Mar | Not listed | Percentage of assets, Fixed fees |
| Sam Namiri | Ridgewood Investments | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Samuel Vance | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Scott Barks | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Scott Koch | Monograph Wealth | Truckee | Not listed | Percentage of assets, Hourly |
| Scott Shlecter | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sean Maloon | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Shaun Mutch | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Shay Tahar | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Simon Reeves | Pasadena Private Wealth | Irvine | Not listed | Percentage of assets, Hourly |
| Stephanie Chow | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Stephanie Poche | Onyx Bridge Wealth Group | Lakeside | Not listed | Percentage of assets, Hourly |
| Stephen Sustrick | Honu Wealth | Sunnyvale | Not listed | Flat fee or retainer, Ongoing planning fee |
| Steven Singer | Retirement Solutions | Los Angeles | Not listed | Percentage of assets, One-time planning fee |
| Susan Maxey | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Tayeb Ayat | Fenul Wealth Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Teresa Coleman | Creekside Partners | Petaluma | Not listed | Percentage of assets, Fixed fees |
| Thomas McAuliffe | Divorce financial consulting | San Rafael | Not listed | Hourly, One-time planning fee |
| Tiffani Clarke | Meritas Wealth Management | San Rafael | Not listed | Percentage of assets, One-time planning fee |
| Trevor Hedge | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Troy White | Hoodoo Financial | Oakland | Not listed | Percentage of assets, Fixed fees |
| Vick Khoboyan | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Vincent Siewit | Small Victories Wealth | San Jose | Not listed | Flat fee or retainer, Ongoing planning fee |
| Wai Fung Tang | Wealth Architects | Mountain View | CFA | Percentage of assets, Hourly |
| William Dagley | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| William Martinet | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| William Promes | Austin Creek Capital | Mill Valley | Not listed | Percentage of assets, Fixed fees |
| Adam Schneiberg | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Andrew Jensen | Zermatt Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Andrew Kotyuk | Alpha Wealth Management | Hemet | Not listed | Percentage of assets, Hourly |
| Asha Culhane-Husain | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| B. Brose | Integrity Wealth Partners | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Beau Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Benjamin Wilson | Wilson + Boucher | Fairfax | Not listed | Percentage of assets, Hourly |
| Bradley Gilbert | Thrive Portfolios | San Diego | Not listed | Percentage of assets |
| Bradley Harsch | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Brian Baylis | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Brian Roberts | Roberts Wealth Advisors | Menlo Park | CFA | Percentage of assets, Hourly |
| Bryan Ellis | Second Mountain Financial | Redondo Beach | Not listed | Flat fee or retainer, Ongoing planning fee |
| Caleb Richmond | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Christopher Connolly | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Christopher Jarrous | Galliott Capital Advisors | Beverly Hills | CFA | Percentage of assets, Hourly |
| Christopher Torres | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |