| Raffaele Mari | Global Wealth Management | Corona Del Mar | CFP | Percentage of assets, Hourly |
| Randall Sanada | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Rasheed Ahmed | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Rawson Gulick | Willow Creek Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Richard Alpert | Raub Brock Capital Management | Larkspur | CFP | Percentage of assets, Hourly |
| Riley Stephenson | Stephenson and Company | San Clemente | CFP, CFA | Percentage of assets, Hourly |
| Robert Oliver | Verity Wealth Advisors | Sausalito | CFP, CFA | Percentage of assets, Hourly |
| Rodney Simms | Gradient Capital Advisors | San Diego | CFP, ChFC | Percentage of assets, Hourly |
| Ronnie Kahn | Accumulation Strategies | Woodland Hills | CFP | Percentage of assets, Hourly |
| Rory Vanderheyden | Intelligent Investing | Clayton | CFP | Percentage of assets, Hourly |
| Russell Hall | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Ryan Goldenhar | Brooklyn FI | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Ryan Humbert | Prism Advisors | Studio City | CFP | Percentage of assets, Hourly |
| Samuel Taylor | Parkshore Wealth Management | Granite Bay | CFP | Percentage of assets, Hourly |
| Sandra Bublitz | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Sandra Field | Asset Planning | Los Alamitos | CFP | Percentage of assets, Hourly |
| Sarah Huang | New Spring Financial Planning | San Ramon | CFP | Percentage of assets, Hourly |
| Scott Dauenhauer | Meridian Wealth Management | Murrieta | CFP | Percentage of assets, Hourly |
| Scott Gaynor | Navalign | Encino | CFP | Percentage of assets, Hourly |
| Scott McIntyre | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| Scott Shagrin | Beverly Hills Private Wealth | Beverly Hills | CFP | Percentage of assets, Hourly |
| Scott Swanson | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Scott Williams | Clutinger Williams & Verhoye | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Sean Kelly | Kelly Financial Group | Encinitas | CFP | Percentage of assets, Hourly |
| Sharon Bargetto | Sage Financial Advisors | Scotts Valley | CFP | Percentage of assets, Hourly |
| Shawn Tydlaska | Tessara Wealth | Burlingame | CFP | Percentage of assets, Hourly |
| Soumyalakshmi Parasuraman | Griffin Black | Redwood City | CFP | Percentage of assets, Hourly |
| Stacey Snow | Prism Advisors | Studio City | CFP | Percentage of assets, Hourly |
| Stefan Meierhofer | Telos Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Stefan Prvanov | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Stephen Doster | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Stephen Moorman | Libra Wealth | Los Gatos | CFP | Hourly, Fixed fees |
| Stephen Philpott | Nelson Capital Management | Menlo Park | CFP | Percentage of assets, Hourly |
| Stephen Price-Hughes | Excelsus Capital Management | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Stephen Rischall | Navalign | Encino | CFP | Percentage of assets, Hourly |
| Stephen Schliesser | The Pacific Center for Financial Services | Danville | CFP | Percentage of assets, Hourly |
| Steven Bell | The Wealth Conservatory | Plymouth | CFP | Percentage of assets, Hourly |
| Steven Karkenny | Kanan Advisors | Malibu | CFP | Percentage of assets, Hourly |
| Susan Gavrich | Seasonal Strategy | Alameda | CFP | Percentage of assets, Hourly |
| Susan Marki | Marki Financial Services | La Canada Flintridge | CFP, CFA | Percentage of assets, Hourly |
| Taylor Snider | Kanan Advisors | Malibu | CFP | Percentage of assets, Hourly |
| Teresa Kakadelas | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Terrence Palazzolo | Griffin Black | Redwood City | CFP | Percentage of assets, Hourly |
| Terri McGray | Longevity Capital Management | Thousand Oaks | CFP | Percentage of assets, Hourly |
| Theresa Pablos | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Thomas Murphy | T.M. Murphy Investment Management | San Diego | CFP | Percentage of assets, Hourly |
| Timothy Drake | Telos Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Timothy Lourenco | The Foundation Wealth Management | Fresno | CFP | Percentage of assets, Hourly |
| Timothy Sagawa | Gradient Capital Advisors | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Tina Vieregg | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |