| Shivani Patel | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Shufan Cao | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Simone Liu | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Spencer Kelly | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Spencer Rhode | Corvus Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets |
| Stephanie Kemp | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Stephen Chen | Boldin | Mill Valley | Not listed | Flat fee or retainer, Ongoing planning fee |
| Stephen Miles | Sutro Advisors | San Francisco | Not listed | Ongoing planning fee, Percentage of assets |
| Suzanne Herman | Roberts Wealth Advisors | Menlo Park | CFP | Percentage of assets, Hourly |
| Syeda Iqbal | Nasira Financial | San Francisco | CFP | Hourly, Fixed fees |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Theodore Palfini | Cavalot Capital | Redding | Not listed | Percentage of assets, Hourly |
| Thomas Anderson | Havaplan Financial | Newport Beach | CFP | Percentage of assets, Hourly |
| Thomas Carroll | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Thomas Neja | Capital CS Group | Corona | Not listed | Percentage of assets, Hourly |
| Thomas Stout | Stout Capital Management | Encinitas | CFP | One-time planning fee |
| Tim Kenney | Seawise Financial, Inc. | Cardiff | CFP | Percentage of assets, Hourly |
| Todd Carbone | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Travis Domingues | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Trish Johnson | Raise Financial Advisors LLC | Oakland | CFP, MBA | Percentage of assets, Hourly |
| Vincci Ma | Kera Capital | Daly City | Not listed | Percentage of assets, Hourly |
| Virginia Leon | Pathway Advisor | Fallbrook | Not listed | Percentage of assets, Hourly |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| William Catton | Catton Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| William Kan | Candent Capital, LLC | San Francisco | CFA, CFP, MBA | Percentage of assets, Hourly |
| William Kirk | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| William McColl | Silvia McColl Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Zaineb Sohail | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Adam Mackall | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Adele Canetti | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Alexandra Ong | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Anthony Hunt | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Athena Stone | Attentive Investments | Stockton | Not listed | Percentage of assets, Hourly |
| Billy Yeh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Charles Coleman | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Dana Grigg | Divorce Analysis | San Francisco | Not listed | Percentage of assets, Hourly |
| Darrell Warner | Qmulate Capital | Simi Valley | Not listed | Percentage of assets, Hourly |
| David Hall | Stride Financial Planning | Madera | Not listed | Flat fee or retainer, Ongoing planning fee |
| David Kim | Vision Capital Investment Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Dennis Blodgett | Blodgett Wealth Advisors | Brentwood | Not listed | Percentage of assets, Hourly |
| Elena Hawk | Hawk Advisory | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Elizabeth Flores | Legacy Wealth Advisors | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Elliott Hollingsworth | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Eric LaNier | Higher Impact Financial | Riverside | Not listed | Percentage of assets, Hourly |
| Gabriel Uruburo | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Gabriel Wisdom | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Gabriella Stamps | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |