| Tan Khoa Ngo | Mentor Financial Advisory Group | San Diego | Not listed | Percentage of assets, Hourly |
| Wesley Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| William Fung | CA Investment Advisers | Cupertino | Not listed | Percentage of assets |
| Adam Anderson | WealthGuard Advisors | Placerville | Not listed | Percentage of assets, Hourly |
| Ahsoo Ahn | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Alexandra Markulis | The Wealth Collaborative | Santa Monica | Not listed | Percentage of assets, Hourly |
| Andrew Edstrom | WESCAP Group | Glendale | Not listed | Percentage of assets, Hourly |
| Angela Gomez Guerrero | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Annmarie Rizzo | Plectrum Advisers | Altadena | Not listed | Percentage of assets, Hourly |
| Antoine Souma | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Ara Gasparian | WESCAP Group | Glendale | Not listed | Percentage of assets, Hourly |
| Azelia Betancourt | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Benjamin Anderson | WealthGuard Advisors | Placerville | Not listed | Percentage of assets, Hourly |
| Benjamin Johnson | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Boris Suvorov | Three Main Points | Los Gatos | Not listed | Percentage of assets, Hourly |
| Brendon Kempin | Cynosure Portfolio Advisors | Sunnyvale | Not listed | Percentage of assets, Hourly |
| Brent Wilsey | Wilsey Asset Management | San Diego | Not listed | Percentage of assets |
| Brian Belcastro | The $ Coach | El Dorado Hills | Not listed | Percentage of assets, Hourly |
| Brian Johnson | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Bruce Lacey | De Groote Financial Group | Thousand Oaks | Not listed | Percentage of assets, Hourly |
| Carmel York | CLYM Wealth | Marina | Not listed | Percentage of assets, Hourly |
| Chase Wilsey | Wilsey Asset Management | San Diego | Not listed | Percentage of assets |
| Christen Sando | Columbia Asset Management | San Jose | Not listed | Percentage of assets |
| Christopher Morgan | Ark Wealth Advisors | Yorba Linda | Not listed | Percentage of assets, Hourly |
| Christopher Mraz | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Claire Cheng | ValueTech Private Advisors | Pomona | Not listed | Percentage of assets, Hourly |
| Clara Basile | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Craig Weston | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| David Mraz | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Deidre Mraz | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Eddie Larios Gonzalez | Fiduciary Experts | Murrieta | Not listed | Percentage of assets, Hourly |
| Edlyn Ruiz | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Emmy Larios | Fiduciary Experts | Murrieta | Not listed | Percentage of assets, Hourly |
| Eric Weinlein | WESCAP Group | Glendale | Not listed | Percentage of assets, Hourly |
| Gary Stout | Stout Capital Management | Encinitas | Not listed | One-time planning fee |
| Guillaume Decalf | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Henry Reed | PWJohnson Wealth and Legacy | Los Altos | Not listed | Ongoing planning fee |
| Herman Chang | Cornerstone Asset Advisors | Solana Beach | Not listed | Percentage of assets, Hourly |
| Howard Given | Cypress Path Capital | Carmel | Not listed | Percentage of assets, Hourly |
| Ian Manongdo | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jason Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Joshua Iversen | Syzygy Financial | Irvine | Not listed | Percentage of assets, Hourly |
| Joshua Keith | Laguna Capital Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Keli Cole | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Kelly Doyle | Wealthrise Financial Planning | Carlsbad | Not listed | Hourly |
| Kevin Martin | Ark Wealth Advisors | Yorba Linda | Not listed | Percentage of assets, Hourly |
| Kevin Ward | Ward & Associates | San Diego | Not listed | Percentage of assets, Hourly |
| Khanh Nguyen | Ayla Capital | Los Angeles | Not listed | Percentage of assets, Hourly |
| Kristen Ritter | Abundant Wealth Partners | Santa Barbara | Not listed | Hourly, Ongoing planning fee |
| Leanne Sindell | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |