| Lin-Chun Liu | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Maribel Thomas | Fiduciary Experts | Murrieta | Not listed | Percentage of assets, Hourly |
| Matthew White | Endurance Investment Strategies | Fresno | Not listed | Percentage of assets, Hourly |
| Max McGrail | MMM Capital Ventures | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Michael Souza | KOA Wealth Management | Encinitas | Not listed | Percentage of assets, Hourly |
| Nan Cheng | ValueTech Private Advisors | Diamond Bar | Not listed | Percentage of assets, Hourly |
| Nicolas Benit | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Nolan Gouveia | Ark Wealth Advisors | Riverside | Not listed | Percentage of assets, Hourly |
| Ofer Ben-Menahem | L&S Advisors | Irvine | Not listed | Percentage of assets, Hourly |
| Paul Hewitt | Optimus Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Peter Johnson | PWJohnson Wealth and Legacy | Los Altos | Not listed | Ongoing planning fee |
| Rajesh Bijlani | BRsquared | Danville | Not listed | Percentage of assets, Hourly |
| Ralph Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Richard Nerad | Nerad + Deppe Wealth Management | La Jolla | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Ades | Ades Investment Counsel | Los Angeles | Not listed | Percentage of assets, Hourly |
| Robert Keith | Laguna Capital Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ross Revenaugh | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Ryan Brouillette | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sri Palasamudram | DisruptiveSecularGrowth | Moutian View | Not listed | Percentage of assets |
| Steve Rumsey | Optimus Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Steven Deppe | Nerad + Deppe Wealth Management | La Jolla | Not listed | Percentage of assets, Ongoing planning fee |
| Steven Toomey | Wholeness Financial | Richmond | Not listed | Percentage of assets, Hourly |
| Sy Lippman | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Theodore Kay | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Thomas Brenner | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Thomas Rizzo | Plectrum Advisers | Altadena | Not listed | Percentage of assets, Hourly |
| Travis Henry | Factory | Los Angeles | Not listed | Percentage of assets, Hourly |
| Trenton Bryde | Factory | Los Angeles | Not listed | Percentage of assets, Hourly |
| We-Yu Chou | New Asset Investment Advisor | Milpitas | Not listed | Hourly, Percentage of assets |
| William Ward | Ward & Associates | San Diego | Not listed | Percentage of assets, Hourly |
| Zenia Delgado | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Aaron Clark | Monarch Wealth Strategies | Los Angeles | CFP | Percentage of assets, Hourly |
| Aaron Kaplan | Telos Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Aaron Munoz | Cerda Munoz Advisors | Whittier | CFP | Percentage of assets, Hourly |
| Aaron Schwartz | Mcfarland Associates | Monterey | CFP | Percentage of assets, Hourly |
| Adam Salas | Quantum Financial Advisors | Santa Monica | CFP, CFA | Percentage of assets, Hourly |
| Aileen Danley | Oak Street Advisory Group | Nevada City | CFP | Percentage of assets, Hourly |
| Aimee Calderon | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Alana Hall | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Alexander Black | Integris Wealth Management | Monterey | CFP | Percentage of assets, Hourly |
| Alison Van Dyke | First and Main Financial | Piedmont | CFP | Percentage of assets, Hourly |
| Amber Shrosbree | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Amy Marietta | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Andrea Hilderbrand | ST. Clair Financial | Roseville | CFP | Percentage of assets, Hourly |
| Andrew Hoffarth | Financial Alternatives | La Jolla | CFP | Percentage of assets, Hourly |
| Andrew James Flores | Portfolio Advisors | Fresno | CFP | Percentage of assets, Hourly |
| Andrew McVay | Avalon Financial Advisors | Laguna Hills | CFP | Hourly, Fixed fees |
| Angel Mendez | RAI Wealth Management | Placentia | CFP | Percentage of assets, Hourly |
| Angelica Kangas | Certified Planners | San Ramon | CFP | Percentage of assets, Hourly |
| Anita Singh | Meridian Investment Counsel | Lafayette | CFP | Percentage of assets, Hourly |