| Eric Papa | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Eric Rodriguez | Wealthbuilders | Carlsbad | CFP | Percentage of assets, Hourly |
| Eric Schmid | TED Buchan & Company | San Diego | CFP | Percentage of assets, Fixed fees |
| Eric Yeager | Gradient Capital Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Eric Zurbrugg | IFC Advisors | Los Angeles | CFP | Percentage of assets, Fixed fees |
| Erik Wolfers | First and Main Financial | Piedmont | CFP | Percentage of assets, Hourly |
| Erin Nelsen | Asset Planning | Los Alamitos | CFP | Percentage of assets, Hourly |
| Evan Loomis | Level Financial Advisors | Hemet | CFP | Percentage of assets, Hourly |
| Evan Shorten | Paragon Financial Partners | Woodland Hills | CFP | Percentage of assets, Hourly |
| Frances Harkins | Wheels UP Wealth | Vallejo | CFP | Percentage of assets, Hourly |
| Frank Gavidia | Globe & Anchor Wealth Management & Financial Planning | Walnut Creek | CFP | Percentage of assets, Hourly |
| Frank Szymanek | North Pier Fiduciary Management | Marina Del Rey | CFP | Percentage of assets, Fixed fees |
| Frederick Brooks | Blankinship & Foster | Solana Beach | CFP, CFA | Percentage of assets, Hourly |
| Fredric Fisher | Trinity Capital Management | Santa Barbara | CFP | Percentage of assets, Hourly |
| Galen Herbst de Cortina | Buff Your Finances | Newbury Park | CFP | Percentage of assets, Hourly |
| Garrett Jones | Crossroads Planning | Orange | CFP | Percentage of assets, Hourly |
| Gary Cohen | Archer Pointe Wealth Management | Davis | CFP | Hourly, Fixed fees |
| Gary Thomas | Turner Financial Group | San Rafael | CFP | Percentage of assets, Hourly |
| George Salter | Blossom Wealth Management | San Ramon | CFP | Percentage of assets, Hourly |
| Gerardo Garcia | Confianza Wealth Management | Vista | CFP | Percentage of assets, Fixed fees |
| Gloria Rodriguez | Golden Wealth Capital | Sacramento | CFP | Percentage of assets, Hourly |
| Grant Ter-Avanesyan | Grant Private Wealth Management | Pleasanton | CFP | Percentage of assets, Hourly |
| Gregory Steele | G.C. Steele & Company | Solvang | CFP | Percentage of assets, Hourly |
| Griffin Graves | Filigree Wealth Advisors | Irvine | CFP | Percentage of assets, Hourly |
| Guo Liu | Stone Steps Financial | Alhambra | CFP | Percentage of assets, Hourly |
| Heather Belli | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Helen Perez | Wang Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| Henk Pieters | Investus Financial | Costa Mesa | CFP | Percentage of assets, Hourly |
| Hilberto Cerda | Cerda Munoz Advisors | Whittier | CFP | Percentage of assets, Hourly |
| Hoby Pearce | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Huy Trieu | Key Focus Wealth | San Ramon | CFP | Percentage of assets, Hourly |
| Ian McLeod | Sustainable Advisors Alliance | San Francisco | CFP | Percentage of assets, Hourly |
| Jacob Rothman | Rothman Investment Management | Atascadero | CFP, CFA | Percentage of assets, Hourly |
| Jacob Weber | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Jacqueline Lewis | Brooklyn FI | San Marcos | CFP | Percentage of assets, Hourly |
| James Paulsen | Taxable Wealth | San Diego | CFP | Percentage of assets, Hourly |
| James Ripley | RAI Wealth Management | Placentia | CFP | Percentage of assets, Hourly |
| James West | Platt Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| James White | Tempus Wealth Planning | Irvine | CFP | Percentage of assets, Hourly |
| James Whiting | Cheviot Value Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| Jamie Lovin | Village Wealth Advisors | Westlake Village | CFP | Percentage of assets, Hourly |
| Janet Gerlings | Mana Financial Life Design | Glendale | CFP | Percentage of assets, Hourly |
| Jarrett Suddarth | Panoramic Financial | Fresno | CFP | Percentage of assets, Hourly |
| Jason Gittins | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Jeff Fang | Aqua Capital Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Jeffrey Kaylor | Noble Wealth Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Jeffrey Sims | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Jeffry Cole | Team Wealth & Tax Advisors | Temecula | CFP | Percentage of assets, Fixed fees |
| Jerome Greene | JG Wealth Management | Aliso Viejo | CFP | Percentage of assets, Fixed fees |
| Jesse Hindson | Assembly Wealth | Mill Valley | CFP | Percentage of assets, Hourly |