| David White | Zermatt Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Donald Dempster | DLK Investment Management | Solana Beach | CFA | Percentage of assets, Hourly |
| Donna Chaney | Chaney Financial Services | Pasadena | PFS | One-time planning fee, Ongoing planning fee |
| Eric Johanson | Scope Wealth Management | Santa Monica | CFA | Percentage of assets, Hourly |
| Forrest Bell | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Gabriel Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Garrett Peterson | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Greg Welborn | First Financial Consulting | Pasadena | MBA | Percentage of assets, Hourly |
| Gregory Wilson | GL Trust | Whittier | Not listed | Flat fee or retainer |
| Heidi Crawford | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Ian Fraley | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Isai Juarez | Journey Equity Wealth Management | Downey | Not listed | Percentage of assets, Hourly |
| Jackson Vickers | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| James Cowan | Cowan Capital Advisors | Foster City | Not listed | Percentage of assets, Hourly |
| James Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Jason Clardy | My Portfolio Guide | Seal Beach | Not listed | Percentage of assets |
| Jerene Meissert | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Joel Edstrom | WESCAP Group | Glendale | CFA | Percentage of assets, Hourly |
| John Collet | Simple Life Financial | Vacaville | Not listed | Percentage of assets, Hourly |
| Joseph Garcia | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Kara Buss | HN Buss Investing | Thousand Oaks | Not listed | Percentage of assets |
| Kristopher Schnell | Cogent Independent Advisors, Inc. | Camarillo | CRPC | Percentage of assets, Hourly |
| Laura Devore | DeVore Financial Advisors | Escondido | Not listed | Percentage of assets, Flat fee or retainer |
| Laurent Harrison | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Lawrence Hing | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Lorena Moudi | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Mark Gleason | WESCAP Group | Glendale | CFA | Percentage of assets, Hourly |
| Mark Swoboda | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Matthew Pederson | MP3 Finance | Cameron Park | Not listed | Hourly, Subscription |
| Michael Mills | Mills Financial Group | Browns Valley | Not listed | Hourly, One-time planning fee |
| Nate Miles | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Nathan Williamson | Waystone Advisors | Stockton | Not listed | Percentage of assets, Hourly |
| Parker Johnson | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Raymond Mayer | Cypress Path Capital | Carmel | CFA | Percentage of assets, Hourly |
| Richard Mordesovich | Sonoma Private Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Ryan Curtis | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ryan Kelly | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ryan Walsh | Roberts Wealth Advisors | Menlo Park | CFA | Percentage of assets, Hourly |
| Sapphira Santibanez | Del Mar Wealth Management | Del Mar | Not listed | Percentage of assets, Hourly |
| Sarah Leimenstoll | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Shane Fernandez | Abundance Pathways | San Diego | Not listed | One-time planning fee, Ongoing planning fee |
| Shane Hiller | Sonoma Private Wealth | San Juan Capistrano | Not listed | Percentage of assets, Hourly |
| Stephen Catton | Catton Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Stephen Seo | L&S Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Stewart Darrell | Darrell Capital Management | Rolling Hills Estates | CFA | Percentage of assets, Hourly |
| Thomas Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Thomas Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Tiffany Blaho | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Tiffany Hong | Ades Investment Counsel | Los Angeles | CFA | Percentage of assets, Hourly |
| Tony Jung | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |