| Shane Fernandez | Abundance Pathways | San Diego | Not listed | One-time planning fee, Ongoing planning fee |
| Shane Hiller | Sonoma Private Wealth | San Juan Capistrano | Not listed | Percentage of assets, Hourly |
| Stephen Catton | Catton Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Stewart Darrell | Darrell Capital Management | Rolling Hills Estates | CFA | Percentage of assets, Hourly |
| Thomas Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Tiffany Blaho | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Tiffany Hong | Ades Investment Counsel | Los Angeles | CFA | Percentage of assets, Hourly |
| Timothy Lindvall | Painted Porch Advisors | Santa Barbara | CFA | Percentage of assets, Fixed fees |
| Tony Jung | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ty Neubauer | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Yen Trac | Northern California Fiduciary Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Yu-Chi Peng-Lee | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Yuliana Mendez | MYeCFO | La Jolla | Not listed | Percentage of assets, Hourly |
| Zachariah Kline | Capstone Wealth Management | San Jose | Not listed | Percentage of assets, Fixed fees |
| Alexis Marriott | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Austin Neddenriep | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Benjamin White | Sestante Family Office | Coronado | Not listed | Percentage of assets, Fixed fees |
| Brian Montanez | Multnomah Group | Orinda | Not listed | Percentage of assets, Hourly |
| Caedmon Bear | On the Trail Financial Planning | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Casey Marks | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Catherine Henning | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Christopher Goodmacher | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| Christopher Low | The Advisory Group of San Francisco | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Christopher Lynch | Lynch Financial Group | Camarillo | Not listed | Percentage of assets, Fixed fees |
| Daniel Brown | Miles Brown Asset Management | San Rafael | Not listed | Percentage of assets, Hourly |
| Daniel Conley | JAG Capital Management | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Daniel Downey | Determined Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Darrach Mc Carthy | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Diane McCracken | WESTHILL Financial Advisors | San Rafael | Not listed | Percentage of assets, Hourly |
| George Henning | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Gregory Patterson | The Advisory Group of San Francisco | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Ian Tongol | Investment Growth Management | Concord | Not listed | Percentage of assets, Hourly |
| Iris Nguyen | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Jenny Jones | The Jones Stewardship Group | Elk Grove | Not listed | Percentage of assets, Hourly |
| Jessica Chen | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| John Chavez | Multnomah Group | Carlsbad | Not listed | Percentage of assets, Hourly |
| Julie Ford | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Kian Nobari | Integrous | San Rafael | Not listed | Percentage of assets, Hourly |
| Kirk Loury | MCM Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Kristian Mtetwa | Atlas Financial | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Kristin Hull | moneydoula | Piedmont | Not listed | Percentage of assets, Hourly |
| Larry Fernandez | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Lauren Trumbull | Krane Financial Solutions | Calabasas | Not listed | Percentage of assets, Hourly |
| Lawrence Russell | Lawrence Russell and Company | Pasadena | Not listed | Hourly, Flat fee or retainer |
| Lianna Kzirian | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Lillian Swenson | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Mark Johnsen | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Mary Kusnic | Victus Capital Wealth | Santa Monica | Not listed | Percentage of assets, Hourly |
| Mathew Duvall | Duvall Wealth Management | Fontana | Not listed | Percentage of assets, Hourly |
| Mayra Meza | Sierra Ocean | Ripon | Not listed | Percentage of assets, Fixed fees |