| Aimee Calderon | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Alana Hall | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Alexander Black | Integris Wealth Management | Monterey | CFP | Percentage of assets, Hourly |
| Alison Van Dyke | First and Main Financial | Piedmont | CFP | Percentage of assets, Hourly |
| Allan Leung | Planvision | Millbrae | CFP | Fixed fees |
| Amanda Bearden | Financial ZEN | San Francisco | CFP | Percentage of assets, Fixed fees |
| Amber Shrosbree | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Amy Marietta | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Anabel Diaz-Garcia | Natural Bridges Financial Advisors | Santa Cruz | CFP | Fixed fees |
| Andrea Hilderbrand | ST. Clair Financial | Roseville | CFP | Percentage of assets, Hourly |
| Andrew Hoffarth | Financial Alternatives | La Jolla | CFP | Percentage of assets, Hourly |
| Andrew James Flores | Portfolio Advisors | Fresno | CFP | Percentage of assets, Hourly |
| Andrew McVay | Avalon Financial Advisors | Laguna Hills | CFP | Hourly, Fixed fees |
| Angel Mendez | RAI Wealth Management | Placentia | CFP | Percentage of assets, Hourly |
| Anita Singh | Meridian Investment Counsel | Lafayette | CFP | Percentage of assets, Hourly |
| Ann Fleming | Fleming Financial Advising | Walnut Creek | CFP | Percentage of assets, Hourly |
| Annamalai Rajendran | Family CFO | Los Altos | CFP | Percentage of assets, Hourly |
| Anthony Calderon | Peak Financial Planning | Canoga Park | CFP | Percentage of assets, Fixed fees |
| Anthony Schliesser | The Pacific Center for Financial Services | Danville | CFP | Percentage of assets, Hourly |
| Anton Madsen | Stone Steps Financial | Encinitas | CFP | Percentage of assets, Hourly |
| Antonio Andrade | Antonio Andrade, CFP | Ukiah | CFP | Percentage of assets, Hourly |
| Arpi Vardanyan | Jones Wealth Advisors | Pasadena | CFP | Percentage of assets, Hourly |
| Ashley Stroud | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Autumn Vaughn | Satori Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Barbara Gault | Barbara S. Gault | Sausalito | CFP | Percentage of assets, Hourly |
| Barbara Steinmetz | Steinmetz Financial Planning | Redwood City | CFP | Percentage of assets, Hourly |
| Benjamin Pettigrew | Redwood Park Advisors | Redwood City | CFP | Percentage of assets, Hourly |
| Benjamin Simonds | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Blair Aihara | Aihara Wealth Management | Torrance | CFP | Percentage of assets, Hourly |
| Bradley Hammerman | Beverly Hills Private Wealth | Beverly Hills | CFP | Percentage of assets, Hourly |
| Bradley Stephenson | Stephenson and Company | San Clemente | CFP | Percentage of assets, Hourly |
| Brandon Sussman | Traction Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Bret Schultz | Martin & Company | Valencia | CFP | Percentage of assets, Hourly |
| Brett Lathrup | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Brett Nussen | Willow Creek Financial | San Diego | CFP | Percentage of assets, Hourly |
| Brian Matter | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Carl Lachman | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Carol Gosho | Gosho Financial Group | San Mateo | CFP | Percentage of assets, Hourly |
| Carol O'Boyle | O'boyle Wealth Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| Cayden Norton | Tempus Wealth Planning | Irvine | CFP | Percentage of assets, Hourly |
| Charles Schwab | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Cheryl Gross | Raub Brock Capital Management | Larkspur | CFP | Percentage of assets, Hourly |
| Christina Kramlich | Cantata Wealth Management | Petaluma | CFP | Percentage of assets, Fixed fees |
| Christopher Girbes-Pierce | Five Oceans Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Christopher Jaccard | Financial Alternatives | La Jolla | CFP, CFA | Percentage of assets, Hourly |
| Christopher Mastro | Impact Fiduciary | Pasadena | CFP | Percentage of assets, Fixed fees |
| Christopher Rylander | Rylander Richter | El Segundo | CFP | Percentage of assets, Fixed fees |
| Christopher Tyler | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Christopher Wentzien | Natural Bridges Financial Advisors | Santa Cruz | CFP | Fixed fees |
| Clarissa Hartono | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |