| David Horvitz | Cheviot Value Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| David Jones | Yosemite Capital Management | Newport Beach | CFP | Percentage of assets, Hourly |
| David Lawrence | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| David Little | Eclectic Associates | Fullerton | CFP, CFA | Percentage of assets, Hourly |
| David Macleod | Eclectic Associates | Fullerton | CFP, CFA | Percentage of assets, Hourly |
| David Tassone | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| David Wagner | Tidecrest Wealth Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Dawn Pedicord | Pedicord Wealth Management | Rocklin | CFP | Percentage of assets, Hourly |
| Dean Kernus | Willow Creek Financial | San Diego | CFP, PFS | Percentage of assets, Hourly |
| Declan Lynch | Assembly Wealth | Mill Valley | CFP | Percentage of assets, Hourly |
| Donald Hance | Glenmore Financial, INC, Lifesighted | Hermosa Beach | CFP | Percentage of assets, Hourly |
| Donald Hance | Glenmore Financial, INC, Lifesighted | Hermosa Beach | CFP | Percentage of assets, Hourly |
| Donald St. Clair | ST. Clair Financial | Roseville | CFP | Percentage of assets, Hourly |
| Douglas Michie | Ventura Coast Wealth Management | Ventura | CFP | Percentage of assets, Hourly |
| Dustin Smith | Pathways Advisory Group | Fresno | CFP | Percentage of assets, Hourly |
| Eleonora Tomasello | Corinthian Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Elizabeth Greulich | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Elizabeth Prindle | SAS Financial Advisors, LLC. | San Francisco | CFP | Percentage of assets, Hourly |
| Emily Swan | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Enrique Figueroa | Veritas Wealth Partners | San Mateo | CFP | Percentage of assets, Hourly |
| Eric Keating | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Eric Lai | Archvest Wealth Advisors | Concord | CFP | Percentage of assets, Hourly |
| Eric Rodriguez | Wealthbuilders | Carlsbad | CFP | Percentage of assets, Hourly |
| Eric Yeager | Gradient Capital Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Erik Wolfers | First and Main Financial | Piedmont | CFP | Percentage of assets, Hourly |
| Erin Nelsen | Asset Planning | Los Alamitos | CFP | Percentage of assets, Hourly |
| Evan Loomis | Level Financial Advisors | Hemet | CFP | Percentage of assets, Hourly |
| Evan Nelson | Nelson Capital Management | Menlo Park | CFP | Percentage of assets, Hourly |
| Evan Shorten | Paragon Financial Partners | Woodland Hills | CFP | Percentage of assets, Hourly |
| Frances Harkins | Wheels UP Wealth | Vallejo | CFP | Percentage of assets, Hourly |
| Frank Gavidia | Globe & Anchor Wealth Management & Financial Planning | Walnut Creek | CFP | Percentage of assets, Hourly |
| Frederick Brooks | Blankinship & Foster | Solana Beach | CFP, CFA | Percentage of assets, Hourly |
| Fredric Fisher | Trinity Capital Management | Santa Barbara | CFP | Percentage of assets, Hourly |
| Galen Herbst de Cortina | Buff Your Finances | Newbury Park | CFP | Percentage of assets, Hourly |
| Garrett Jones | Crossroads Planning | Orange | CFP | Percentage of assets, Hourly |
| Gary Cohen | Archer Pointe Wealth Management | Davis | CFP | Hourly, Fixed fees |
| Gary Thomas | Turner Financial Group | San Rafael | CFP | Percentage of assets, Hourly |
| George Salter | Blossom Wealth Management | San Ramon | CFP | Percentage of assets, Hourly |
| Gloria Rodriguez | Golden Wealth Capital | Sacramento | CFP | Percentage of assets, Hourly |
| Grant Ter-Avanesyan | Grant Private Wealth Management | Pleasanton | CFP | Percentage of assets, Hourly |
| Gregory Steele | G.C. Steele & Company | Solvang | CFP | Percentage of assets, Hourly |
| Griffin Graves | Filigree Wealth Advisors | Irvine | CFP | Percentage of assets, Hourly |
| Guo Liu | Stone Steps Financial | Alhambra | CFP | Percentage of assets, Hourly |
| Heather Belli | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Helen Perez | Wang Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| Henk Pieters | Investus Financial | Costa Mesa | CFP | Percentage of assets, Hourly |
| Hilberto Cerda | Cerda Munoz Advisors | Whittier | CFP | Percentage of assets, Hourly |
| Hoby Pearce | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Huy Trieu | Key Focus Wealth | San Ramon | CFP | Percentage of assets, Hourly |
| Ian McLeod | Sustainable Advisors Alliance | San Francisco | CFP | Percentage of assets, Hourly |