| Emmy Larios | Fiduciary Experts | Murrieta | Not listed | Percentage of assets, Hourly |
| Eric Cedergreen | The Clark Group Asset Management | Dana Point | Not listed | Percentage of assets |
| Eric Weinlein | WESCAP Group | Glendale | Not listed | Percentage of assets, Hourly |
| Gary Stout | Stout Capital Management | Encinitas | Not listed | One-time planning fee |
| Gregg Hackethal | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Gregory Vogel | GKV Capital | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Guillaume Decalf | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Haddon Libby | Winslow Drake | Cathedral City | Not listed | Flat fee or retainer |
| Henry Reed | PWJohnson Wealth and Legacy | Los Altos | Not listed | Ongoing planning fee |
| Howard Given | Cypress Path Capital | Carmel | Not listed | Percentage of assets, Hourly |
| Jonathan Caprilli | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Joshua Keith | Laguna Capital Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Kevin Martin | Ark Wealth Advisors | Yorba Linda | Not listed | Percentage of assets, Hourly |
| Khanh Nguyen | Ayla Capital | Los Angeles | Not listed | Percentage of assets, Hourly |
| Kristen Ritter | Abundant Wealth Partners | Santa Barbara | Not listed | Hourly, Ongoing planning fee |
| Kurt Schliemann | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Maribel Thomas | Fiduciary Experts | Murrieta | Not listed | Percentage of assets, Hourly |
| Matthew White | Endurance Investment Strategies | Fresno | Not listed | Percentage of assets, Hourly |
| Max McGrail | MMM Capital Ventures | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Michael Souza | KOA Wealth Management | Encinitas | Not listed | Percentage of assets, Hourly |
| Mitchell Kitayama | Winslow Drake | Cathedral City | Not listed | Flat fee or retainer |
| Nan Cheng | ValueTech Private Advisors | Diamond Bar | Not listed | Percentage of assets, Hourly |
| Nicholas Thanaet | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Nicolas Benit | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Nolan Gouveia | Ark Wealth Advisors | Riverside | Not listed | Percentage of assets, Hourly |
| Paul Feinstein | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Paul Hewitt | Optimus Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Peter Johnson | PWJohnson Wealth and Legacy | Los Altos | Not listed | Ongoing planning fee |
| Rajesh Bijlani | BRsquared | Danville | Not listed | Percentage of assets, Hourly |
| Richard Nerad | Nerad + Deppe Wealth Management | La Jolla | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Ades | Ades Investment Counsel | Los Angeles | Not listed | Percentage of assets, Hourly |
| Robert Keith | Laguna Capital Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Samantha Hawley | Winslow Drake | Cathedral City | Not listed | Flat fee or retainer |
| Shantnu Chandel | InverseWealth | San Ramon | Not listed | Percentage of assets, Fixed fees |
| Sri Palasamudram | DisruptiveSecularGrowth | Moutian View | Not listed | Percentage of assets |
| Steve Rumsey | Optimus Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Steven Deppe | Nerad + Deppe Wealth Management | La Jolla | Not listed | Percentage of assets, Ongoing planning fee |
| Steven Toomey | Wholeness Financial | Richmond | Not listed | Percentage of assets, Hourly |
| Sumeet Ganju | InverseWealth | San Ramon | Not listed | Percentage of assets, Fixed fees |
| Theodore Kay | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Thomas Brenner | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Thomas Rizzo | Plectrum Advisers | Altadena | Not listed | Percentage of assets, Hourly |
| Travis Henry | Factory | Los Angeles | Not listed | Percentage of assets, Hourly |
| Trenton Bryde | Factory | Los Angeles | Not listed | Percentage of assets, Hourly |
| Zenia Delgado | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Aaron Munoz | Cerda Munoz Advisors | Whittier | CFP | Percentage of assets, Hourly |
| Aaron Schwartz | Mcfarland Associates | Monterey | CFP | Percentage of assets, Hourly |
| Adam Salas | Quantum Financial Advisors | Santa Monica | CFP, CFA | Percentage of assets, Hourly |
| Adam Scott | Wellacre Global Wealth Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Aileen Danley | Oak Street Advisory Group | Nevada City | CFP | Percentage of assets, Hourly |