| Andrew Redlick | Investment Growth Management | Clayton | CFP | Percentage of assets, Hourly |
| Annie Klopstock | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Anthony Borba Jr | Breen Wealth Management | Petaluma | Not listed | Percentage of assets |
| Anthony McLean | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Anthony Wright | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Arthur Swalley | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Austin Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Benjamin Cohen | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Benjamin Peters | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Brad Duerks | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Brian Beckman | Hermosa Wealth Management | Torrance | Not listed | Percentage of assets, Hourly |
| Brittany Anderson | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Bryan Foronjy | Foronjy Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| Cagatay Koc | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Charles Manih | Xpand Investment | Chula Vista | CFA | Percentage of assets, Hourly |
| Charles McAteer | ARIA Wealth Management | Saratoga | Not listed | Percentage of assets, Hourly |
| Charles Tran | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Charlotte Anten | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Christopher Leary | Argos Wealth Advisors | Saint Helena | CFP | Percentage of assets, Hourly |
| Christopher Missirlian | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Christopher Reyes | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Clifford Kolson | Family Wealth Leadership | Irvine | Not listed | Percentage of assets, Hourly |
| Constance Mitchell | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Daniel Nakahara | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| David Lin | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Debra Ellisen | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Denisse Arebalo | Pacific Canyon Investments | Lemon Grove | Not listed | Percentage of assets, Hourly |
| Domenica Stokes | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| Dominick Anton | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Donald Hejna | Stantum | Los Altos | CFA | Percentage of assets, Hourly |
| Donald Ramirez | Peak Divorce Advisors | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Edwin Ryu | Legacy Wealth Advisors | San Jose | PFS | Percentage of assets, Hourly |
| Emily Goodman | Foronjy Financial | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Emmanuel Afolayan | Lindsey & Lindsey Wealth Management | San Jose | Not listed | Percentage of assets, Hourly |
| Erik Bagley | Kotys Wealth Professionals | Folsom | Not listed | Percentage of assets, Hourly |
| Eugene Binunsky | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Frank Alvarez | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Frank Greene | Private Wealth Partners | Mill Valley | CFA | Percentage of assets, Hourly |
| Gage Houser | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Geoffrey Hakim | MCM Wealth | Greenbrae | CFP | Percentage of assets, Hourly |
| Gerwin de Haan | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Guillermo Amoretty | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Helen Sipsas | Peak Divorce Advisors | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Henry Winship | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Ian Goldey | GoTo Financial | Westlake Village | Not listed | Percentage of assets, Hourly |
| Jagdish (Jay) Sitlani | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| James Curran | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| Jared Redfield | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Jeff Poole | Wealth Analytics | San Clemente | Not listed | Percentage of assets, Hourly |
| Jeffrey Harwood | Ventura Advisors | Woodland Hills | CFP, CFA | Percentage of assets, Hourly |