| Genecar Vivo | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| George Hasbun | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Glenn Tom | Personal Best Financial | Oakland | CFP | Ongoing planning fee |
| Glenn Young | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Gregg Clarke | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Gregory Meyer | New Wave Financial Services | Hermosa Beach | CFP | Percentage of assets, Hourly |
| Hollyn Sekiguchi | Pasadena Private Wealth | Pasadena | CFP | Percentage of assets, Hourly |
| Jacqueline Remar | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| James Sutton | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Qiu | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jeanni Harrison | Divorce financial consulting | Rancho Santa Fe | CFP | Hourly, One-time planning fee |
| Jeffrey Wu | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Jennifer Bahi | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Joseph Eschleman | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Kaitlin Hewell | Hewell Financial Group | Atascadero | CFP | Percentage of assets, Hourly |
| Kameron Barzegar | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Kathleen Gilmore | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Kathleen Hentges | Applied Advisor | San Francisco | CFP | Hourly |
| Kayla Fernandez | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Kenneth Gott | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Kenneth Kneale | Arcadian Financial Services | San Diego | CFP | Hourly, One-time planning fee |
| Kevin Apolinar Financial planner for Christians | Behavior Shift | Murrieta | Not listed | One-time planning fee, Subscription |
| Lance Pieper | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Madeline Williams | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Malek Hage Hassan | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Manuel Apolonio | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Maria Quintana-Pilling | North Berkeley Wealth Management | Berkeley | CFA | Percentage of assets |
| Mark Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| Mark Pitre | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Marnie Baird | Divorce financial consulting | Rancho Santa Fe | CFP | Hourly, One-time planning fee |
| Mary Van Nostrand | Van Nostrand Wealth Management | San Diego | CFP | Flat fee or retainer |
| Matthew Fulton | Atlas Legacy Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Matthew Haefner | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Matthew Kalabokes | FPC Wealth | Petaluma | CFP | Percentage of assets |
| Matthew Page | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Megan Miller | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Melanie Perry | Sustainable Wealth Advisory Group | Los Angeles | CFP | Percentage of assets, Hourly |
| Michael Lynch | Michael P. Lynch Wealth Management | Stockton | CFP, PFS | Percentage of assets, Hourly |
| Michael Maloon | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Michael Power | Power Investing | Danville | CFP | Percentage of assets, Hourly |
| Miguel Irazabal | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Milo Hanke | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Minka Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| Nathan Billigmeier | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Nathan Cultice | Castle Wealth Planning | Santa Barbara | CFP | Percentage of assets, Hourly |
| Nicholas Simonian | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Peter Burton | Burton Enright Welch | Walnut Creek | ChFC | Percentage of assets |
| Rachael Burns | True Worth Financial Planning | Granite Bay | CFP | Percentage of assets, One-time planning fee |
| Raymond Torres | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |