| Robyn Cohen | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Rodrigo Nevado | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Roger Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Romy Brown | Beta Wealth Group | San Diego | Not listed | Percentage of assets |
| Rosana Ralya | Values Added | San Francisco | CFP | Percentage of assets, Hourly |
| Ryan Kolstad | AP Investment Management | Mountain View | Not listed | Percentage of assets, Flat fee or retainer |
| Samantha Keeler | WESTHILL Financial Advisors | San Rafael | CFP | Percentage of assets, Hourly |
| Samaya Patel | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Sarah Smith | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Sean Mullaney | Mullaney Financial & Tax | Woodland Hills | Not listed | Flat fee or retainer, One-time planning fee |
| Seongsoo Lee | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Stephanie Nehmens | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Stephen Islander | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Steven Campeas | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Steven Wilkes | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Sunandan Clerk | Dhamma Capital | Walnut Creek | CFP, CFA | Percentage of assets, Hourly |
| Sydney Kovacs | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Tyler Scott | Wealth Architects | Mountain View | CFP, CFA | Percentage of assets, Hourly |
| Tyler Trahan | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Aaron Morris | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Aaron Ritter | Abundant Wealth Partners | Santa Barbara | CFP | Hourly, Ongoing planning fee |
| Abigail Chao | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Adam Brown | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Alan Goodstein | Goodstein Wealth Management LLC | Encino | CFP | Percentage of assets, Hourly |
| Alfred Cheung | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Alychandra McFarlane | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Alyssa Crews | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Amanda Rocca | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Amar Shah | Client First Capital | San Diego | CFA, CFP | Percentage of assets, Hourly |
| Amir Monsefi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Amy McGinnis | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Andre Luiz Paiva | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Andrew Wong | FinCop Financial Planning | Dublin | Not listed | Hourly, Flat fee or retainer |
| Anthony Ortale | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Anthony Reed | Millennium Investment Services | Van Nuys | CFP | Percentage of assets |
| Ariel Hartounian | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Arley Gonzalez | KOA Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Asaph Elan | Equilibrium Wealth | San Carlos | Not listed | Percentage of assets, Hourly |
| Austin Mangold | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Balfoure Brenes | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Ben Emons | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Benjamin Satterfield | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Blake Anderson | WealthGuard Advisors | Placerville | CFP | Percentage of assets, Hourly |
| Boonseon Gudmundsen | Beacon Financial Management | Carlsbad | CFP | Hourly |
| Bradley Hartman | Hartman Financial Planning | Santa Clarita | Not listed | Hourly, Ongoing planning fee |
| Bradley Nelson | Point Loma Advisors | San Diego | CFP, MSEE | Percentage of assets, Hourly |
| Brandon Lew | Kera Capital | Los Angeles | Not listed | Percentage of assets, Hourly |
| Brandon Silvia | Silvia McColl Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Brendon Yi | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |