| Millu Ramirez | Highline Wealth Partners | Sherman Oaks | CFP | Percentage of assets, Hourly |
| Miriam Santiago | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Neil Unger | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Nicholas Ozer | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Paul Dedora | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Rand Borresen | Ascend Financial Advisers | Irvine | CFP | Percentage of assets, Hourly |
| Robert Agorastos | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Robert Garcia | Corvus Wealth Advisors | Templeton | CFP | Percentage of assets |
| Robert Shopes | Favrile Financial | Del Mar | CFP | Flat fee or retainer, Ongoing planning fee |
| Russell Mohberg | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Ryan Brizendine | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Ryan Gibbs | Heritage Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Ryan McGuire | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Saadia Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| Sharon Khan | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Sharon Nassirzadeh | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Shawn Hsieh | Highline Wealth Partners | Sherman Oaks | CFP, CFA | Percentage of assets, Hourly |
| Shonty Spatola | Pacific Oak Financial Planning | Woodland Hills | CFP | Flat fee or retainer, Ongoing planning fee |
| Stephen Peterson | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Tara Manista | Sachi Financial Planning | Newport Beach | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Thomas Kelly | Kelly Investment Management | Carlsbad | CFP | One-time planning fee |
| Thomas Schulte | Napier Financial | Santa Clarita | CFP | Percentage of assets, Hourly |
| Thomas Smith | Vita Wealth Advisors | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Timothy Raftis | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Todd Wiersum | Encompass Financial Services | San Diego | CFP | Percentage of assets, Hourly |
| Tyler Stearns | Castle Coast Wealth | La Jolla | CFP | Percentage of assets, Hourly |
| 5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. | 5T Wealth Management | Napa | CFA | Percentage of assets |
| Allen Trim | Blue Summit Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Anna Hong | New Insight Wealth Advisors | San Ramon | ChFC | Percentage of assets, Hourly |
| Ava Pompay | Prosperity Wealth Planning | Irvine | CFP | Percentage of assets, Flat fee or retainer |
| Bijan Golkar | FPC Wealth | Petaluma | CFP | Percentage of assets |
| Brent Woolsey | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Bryan Molinar | Atlas Legacy Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Carolanne Chavanne | Prosperity Wealth Planning | Long Beach | CFP | Percentage of assets, Flat fee or retainer |
| Chengkuo Chen | Redwood Money | San Jose | Not listed | Percentage of assets, Ongoing planning fee |
| Christopher D'Arcy | D'Arcy Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Christopher Thomas | Align WMGMT | San Jose | CFP | Percentage of assets, Hourly |
| Coco Lorenzo | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Craig Farkas | Harold Davidson & Associates | Los Angeles | CFP | Percentage of assets, Hourly |
| Cristi Tanner | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Dajin Yang | New Insight Wealth Advisors | San Ramon | CFA | Percentage of assets, Hourly |
| Daniel Vistica | Vistica Wealth Advisors | Carlsbad | Not listed | Percentage of assets, Flat fee or retainer |
| Danielle Miura | Spark Financials | Elk Grove | CFP | Percentage of assets, Ongoing planning fee |
| David Hamer | Integrity Asset Management | Hawthorne | CFP, CFA | Ongoing planning fee |
| Devin Blodgett | Blodgett Wealth Advisors | Brentwood | CFP | Percentage of assets, Hourly |
| Emily Bushong | Kaizen Financial Advisors | Canyon Lake | CFP | Percentage of assets, Hourly |
| Eric Sigdestad | SimpliFi | San Diego | CFP | Hourly |
| Garth Williams | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Gavin Distasi | Topel & DiStasi Wealth Management | Berkeley | Not listed | Percentage of assets, Flat fee or retainer |