| Ryan Melnyk | Manzanita Wealth Management | West Sacramento | Not listed | Flat fee or retainer, Ongoing planning fee |
| Susan Landry | Wynn Capital Management | Santa Cruz | CFP | Percentage of assets, Hourly |
| Benjamin Lupu | Kensington A.M.I. | Burbank | CFP | Percentage of assets |
| Brandon Grundy | Ridgeview Financial Planning | Santa Rosa | CFP | Percentage of assets, Hourly |
| Brooke Salvini | Salvini Financial Planning | San Luis Obispo | CFP, PFS | Hourly, Fixed fees |
| Gary Rennie | Rennie and Associates | Irvine | CFP | Flat fee or retainer |
| Kristian Blom | Blom Levy & Co | Santa Barbara | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Sevak Khachatoorian | Up&Up Capital | Glendale | Not listed | Percentage of assets |
| Srdjan Nastasic | Augustus Wealth | Long Beach | Not listed | Hourly, Ongoing planning fee |
| William Reynolds | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Adam Meyers | GoTo Financial | Ventura | Not listed | Percentage of assets, Hourly |
| Alex Soderberg | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Annie Klopstock | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Benjamin Peters | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Eugene Binunsky | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Gerwin de Haan | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Ian Goldey | GoTo Financial | Westlake Village | Not listed | Percentage of assets, Hourly |
| John Dunham | Focused Capital Investment | Irvine | Not listed | Percentage of assets, Fixed fees |
| Sydney Kovacs | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Adam Bederov | Geometric Advisors | Oxnard | Not listed | Percentage of assets |
| Bradley Hartman | Hartman Financial Planning | Santa Clarita | Not listed | Hourly, Ongoing planning fee |
| Ryan Fujioka | Fire Capital Management | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Scott Arwin | Ring Mountain Capital | Tiburon | CFA | Percentage of assets |
| David Hall | Stride Financial Planning | Madera | Not listed | Flat fee or retainer, Ongoing planning fee |
| Robert Teel | Kingdom Capital Management | Carmichael | Not listed | Flat fee or retainer, Percentage of assets |
| Thomas Wynn | Wynn Capital Management | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Troy White | Hoodoo Financial | Oakland | Not listed | Percentage of assets, Fixed fees |
| Harris Willner | TTP Investments | San Jose | Not listed | Percentage of assets |
| Harrison Willner | TTP Investments | San Jose | Not listed | Percentage of assets |
| Peter Ta | TTP Investments | San Jose | Not listed | Percentage of assets |
| Shane Fernandez | Abundance Pathways | San Diego | Not listed | One-time planning fee, Ongoing planning fee |