| Andrew Russell | Dean Roland Russell Family Wealth Management | San Diego | CFP | Percentage of assets |
| Angel Brown | asendo wealth | San Diego | CFP | Percentage of assets, Hourly |
| Anthony Leonti | Corvus Wealth Advisors | Templeton | CFP | Percentage of assets |
| Ara Oghoorian | ACap Advisors & Accountants | La Verne | CFP, CFA | Percentage of assets, Hourly |
| Barbara Norman | Sage Path Solutions | San Diego | CFP | Percentage of assets, Hourly |
| Barry Taylor | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Brian Stormont | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Brianna Black | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Bryan Buchert | Kera Capital | Sacramento | CFP | Percentage of assets, Hourly |
| Brynne Speizer | Corvus Wealth Advisors | San Luis Obispo | CFP | Percentage of assets |
| Caroline Curts | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Carolyn Herzog | Corvus Wealth Advisors | San Luis Obispo | CFP, CFA | Percentage of assets |
| Chad Wauschek | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Charles Angle | Rssic | San Francisco | CFP | Percentage of assets, Hourly |
| Chaz Fahrner | Sierra Wealth Strategies | San Diego | CFP | Percentage of assets, Hourly |
| Cherie Putman | Women's Wellness and Wealth | Torrance | CFP | Percentage of assets, Hourly |
| Chloe Barnett | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Claudia Fitch | Fitch Financial Advisors | San Francisco | CFP | One-time planning fee |
| Cody Beaumont | HFG Trust | Gilroy | CFP | Percentage of assets, Hourly |
| Cynthia Miller | Greykasell Wealth Strategies | Danville | CFP | Percentage of assets, Hourly |
| Dale Woodward | DW Financial | Anaheim | CFP | Percentage of assets, Hourly |
| David Andrews | Heritage Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| David Chapman | DFS Capital Management | Brea | CFP | Percentage of assets, Hourly |
| David Chong | Oaktree Wealth Group | Brea | CFP, CFA | Percentage of assets, One-time planning fee |
| David Eisenhauer | Greykasell Wealth Strategies | Danville | CFP | Percentage of assets, Hourly |
| David Meucci | Phase Change Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| Edward Williams | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Elizabeth Cody | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives | LourdMurray | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Iftikhar Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| Janet Hoffmann | Sand Hill Global Advisors | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| Jefferson Rotherham | Sierra Wealth Strategies | Coronado | CFP | Percentage of assets, Hourly |
| Jeffrey Abadie | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Jeffrey Pih | Pih Investments | South Pasadena | CFP | Percentage of assets |
| Jeffrey Wiyninger | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Jessie Hale | Vita Wealth Advisors | Manhattan Beach | CFP | Percentage of assets, Hourly |
| John Kamola | JW Financial Advisors | Santa Rosa | CFP | Flat fee or retainer, Hourly |
| John McCormick | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Jordan Gibbs | Heritage Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Joseph Sweeney | Sweeney & Michel | Chico | CFP | Percentage of assets, Hourly |
| Justin Mayo | Sierra Wealth Strategies | El Cajon | CFP | Percentage of assets, Hourly |
| Kevin Campbell | McIlrath | Eck | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Kimberleigh Williams | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Kristin Short | Confide | Thousand Oaks | CFP | Percentage of assets, One-time planning fee |
| Lyndon Lorenz | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Marc Roland | Dean Roland Russell Family Wealth Management | San Diego | CFP, PFS | Percentage of assets |
| Mark Hill | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Matthew Crisafulli | ACap Advisors & Accountants | Studio City | CFP | Percentage of assets, Hourly |
| Michael Dunlap | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |