| Cole Stevens | Burkart & Stevens, CPAs and Advisors | San Luis Obispo | Not listed | Percentage of assets, Hourly |
| Collin Sinnott | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Corinna Rose | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Daniel Claffey | EdMD | San Ramon | Not listed | One-time planning fee |
| Daniel Murray | Mirador Capital Partners | Larkspur | Not listed | Percentage of assets, Hourly |
| Darien Croce | Parallel Wealth Management | Redding | Not listed | Percentage of assets, Hourly |
| David Given | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| David Jackson | Del Mar Wealth Management | Del Mar | Not listed | Percentage of assets, Hourly |
| David White | Zermatt Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Donald Dempster | DLK Investment Management | Solana Beach | CFA | Percentage of assets, Hourly |
| Donna Chaney | Chaney Financial Services | Pasadena | PFS | One-time planning fee, Ongoing planning fee |
| Drew Ruiz | Stravida Wealth | Anaheim | Not listed | Percentage of assets, Fixed fees |
| Eric Johanson | Scope Wealth Management | Santa Monica | CFA | Percentage of assets, Hourly |
| Eric Toubin | Painted Porch Advisors | Santa Barbara | CFA | Percentage of assets, Fixed fees |
| Forrest Bell | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Gabriel Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Garrett Peterson | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Gregory Wilson | GL Trust | Whittier | Not listed | Flat fee or retainer |
| Heidi Crawford | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Isai Juarez | Journey Equity Wealth Management | Downey | Not listed | Percentage of assets, Hourly |
| Jackson Vickers | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Jeffery Sorensen | OverRidge Wealth Advisors | Westlake Village | Not listed | Percentage of assets, Fixed fees |
| Jerene Meissert | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Joel Edstrom | WESCAP Group | Glendale | CFA | Percentage of assets, Hourly |
| John Collet | Simple Life Financial | Vacaville | Not listed | Percentage of assets, Hourly |
| Joseph Cacia | Collar Capital Management | Santa Clarita | Not listed | Percentage of assets, Fixed fees |
| Joseph Garcia | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Joseph Marshall | Coastal Capital Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Katherine McGee | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Kenneth Hobbs | Clearview Investment Partners | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Kristopher Schnell | Cogent Independent Advisors, Inc. | Camarillo | CRPC | Percentage of assets, Hourly |
| Laura Devore | DeVore Financial Advisors | Escondido | Not listed | Percentage of assets, Flat fee or retainer |
| Laurent Harrison | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Mark Gleason | WESCAP Group | Glendale | CFA | Percentage of assets, Hourly |
| Mark Swoboda | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Matthew Pederson | MP3 Finance | Cameron Park | Not listed | Hourly, Subscription |
| Matthew Smith | Collar Capital Management | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Michael Cannivet | Silverlight Asset Management | Newport Beach | CFA | Flat fee or retainer |
| Michael Lynch | Lynch Financial Advisors | Roseville | Not listed | One-time planning fee |
| Nate Miles | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Nathan Williamson | Waystone Advisors | Stockton | Not listed | Percentage of assets, Hourly |
| Parker Johnson | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Ray Lombardo | Clearview Investment Partners | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Raymond Mayer | Cypress Path Capital | Carmel | CFA | Percentage of assets, Hourly |
| Richard Mordesovich | Sonoma Private Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Ryan Curtis | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ryan Kelly | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ryan Walsh | Roberts Wealth Advisors | Menlo Park | CFA | Percentage of assets, Hourly |
| Sapphira Santibanez | Del Mar Wealth Management | Del Mar | Not listed | Percentage of assets, Hourly |
| Sarah Leimenstoll | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |