| Brenton Devore | DeVore Financial Advisors | Escondido | ChFC | Percentage of assets, Flat fee or retainer |
| Brian Grimditch | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Brian Lowder | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Brian Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Cady North | North Financial Advisors LLC | San Diego | CFP, MBA | Percentage of assets, Hourly |
| Cary Allison | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Cassidy Fisher | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Chad Seegers | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Charles Gehring | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Charles Gillespie | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Charles Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Cheryl Morhauser | Cheryl Morhauser & Associates | Nevada City | CFP | Percentage of assets, Hourly |
| Christopher Packard | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Clark Evans | Highline Wealth Partners | Solana Beach | Not listed | Percentage of assets, Hourly |
| Cristina Livadary | Mana Financial Life Design, LLC | South Pasadena | CFP, RLP | Percentage of assets, Hourly |
| Dan Herron | Elemental Wealth Advisors | San Luis Obispo | CFP, CPA | Percentage of assets, Hourly |
| Daniel Ebert | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Daniel Johnson | Windfall Advisors | Santa Monica | Not listed | Percentage of assets, Hourly |
| Daniel Mauser | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Daniel Shainberg | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| David Rae | DRM Wealth Management LLC | Los Angeles | CFP | Percentage of assets, Hourly |
| David Yoshioka | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Derek Finch | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Derrick Smith | Privatus Wealth | Roseville | Not listed | Percentage of assets, Hourly |
| Dominika Watson Umali | MyFi FInancial LLC | Pasadena | CFA, CFP, MBA, MS | Hourly, Fixed fees |
| Douglas De Groote | De Groote Financial Group | Thousand Oaks | CFP | Percentage of assets, Hourly |
| Douglas Taylor | Taylor Wealth Management | Torrance | CFP, CPA/PFS | Hourly, Fixed fees |
| Drew Kunde | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Eden Morimoto | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Ellen Himmel | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Eric Cortez | Verus Capital Partners | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Eric Ziegler | Hutchinson & Ziegler Financial Advisors | Novato | CFP | Percentage of assets, Hourly |
| Erika Jenkins | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Eugene Hsu | Archer Pointe Wealth Management | Sacramento | CFP | Hourly, Fixed fees |
| Faith Counio | Chrysadia Financial, LLC. | Newark | CFP, MBA | Percentage of assets, Hourly |
| G-Woon Choe | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| George Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Gloria Jones | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Graciano Rubio | Infinity Financial Planning | Gustine | CFP | Percentage of assets, Hourly |
| Grant Nabell | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Hal Schweiger | BlueWater Wealth Management, LLC | San Diego | CFP | Percentage of assets, Hourly |
| Hardik Patel | Trusted Path Wealth Management | Santa Rosa | Not listed | Percentage of assets, Flat fee or retainer |
| Heather Hutchinson | Hutchinson & Ziegler Financial Advisors | Novato | CFP | Percentage of assets, Hourly |
| Heather Liston | Clarity Financial | San Francisco | CFP | One-time planning fee |
| Helena Sandoval | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Henry Hien Phan | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Hugh Meyer | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| J Christopher Kerckhoff | Plancorp, LLC | San Francisco | AIF, CFP, BBA, CFA | Percentage of assets, Hourly |
| James Moore | Eclectic Associates, Inc. | Fullerton | CFP, CFA, BS, BA | Percentage of assets, Hourly |
| James Naify | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |