| Ty Neubauer | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Vladimir Pixa | My Portfolio Guide | Seal Beach | Not listed | Percentage of assets |
| Yen Trac | Northern California Fiduciary Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Yu-Chi Peng-Lee | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Yuliana Mendez | MYeCFO | La Jolla | Not listed | Percentage of assets, Hourly |
| Alexis Marriott | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Austin Neddenriep | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Benjamin Ebert | Ebert Capital Management | Eureka | Not listed | Percentage of assets, Hourly |
| Brian Montanez | Multnomah Group | Orinda | Not listed | Percentage of assets, Hourly |
| Bryan Gould | Ultra Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Casey Marks | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Catherine Henning | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Christopher Goodmacher | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| Daniel Brown | Miles Brown Asset Management | San Rafael | Not listed | Percentage of assets, Hourly |
| Daniel Catone | Arimathea Investing | Fort Bragg | Not listed | Percentage of assets, Hourly |
| Daniel Downey | Determined Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Darrach Mc Carthy | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| David Feinman | Silverlake Portfolio Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Diane McCracken | WESTHILL Financial Advisors | San Rafael | Not listed | Percentage of assets, Hourly |
| George Henning | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Ian Tongol | Investment Growth Management | Concord | Not listed | Percentage of assets, Hourly |
| Iris Nguyen | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Jenny Jones | The Jones Stewardship Group | Elk Grove | Not listed | Percentage of assets, Hourly |
| Jessica Chen | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| John Chavez | Multnomah Group | Carlsbad | Not listed | Percentage of assets, Hourly |
| Jonathan Treussard | Treussard Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Julie Ford | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Kian Nobari | Integrous | San Rafael | Not listed | Percentage of assets, Hourly |
| Kirk Loury | MCM Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Kristin Hull | moneydoula | Piedmont | Not listed | Percentage of assets, Hourly |
| Larry Fernandez | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Lauren Trumbull | Krane Financial Solutions | Calabasas | Not listed | Percentage of assets, Hourly |
| Lawrence Russell | Lawrence Russell and Company | Pasadena | Not listed | Hourly, Flat fee or retainer |
| Lianna Kzirian | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Lillian Swenson | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Mark Johnsen | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Mary Kusnic | Victus Capital Wealth | Santa Monica | Not listed | Percentage of assets, Hourly |
| Mathew Duvall | Duvall Wealth Management | Fontana | Not listed | Percentage of assets, Hourly |
| Matthew Catone | Arimathea Investing | Fort Bragg | Not listed | Percentage of assets, Hourly |
| Meghan Hyland | WESTHILL Financial Advisors | San Rafael | Not listed | Percentage of assets, Hourly |
| Michael Redlick | Investment Growth Management | Clayton | Not listed | Percentage of assets, Hourly |
| Michael Russo | Argos Wealth Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Nathaniel Lane | ClearPath Capital Partners | Menlo Park | Not listed | Percentage of assets, Hourly |
| Nuthira Neal | NNInvestmentAdvisory | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Paul Kramer | Miles Brown Asset Management | Santa Rosa | Not listed | Percentage of assets, Hourly |
| Robert Jones | Victus Capital Wealth | Santa Monica | Not listed | Percentage of assets, Hourly |
| Ryan Mason | Argos Wealth Advisors | Sacramento | Not listed | Percentage of assets, Hourly |
| Sampurna Khasnabis | moneydoula | Berkeley | Not listed | Percentage of assets, Hourly |
| Samuel Mitsui-Reyes | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Scott Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |