| Andrew Wong | FinCop Financial Planning | Dublin | Not listed | Hourly, Flat fee or retainer |
| Ariel Hartounian | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Hardik Patel | Trusted Path Wealth Management | Santa Rosa | Not listed | Percentage of assets, Flat fee or retainer |
| Heather Liston | Clarity Financial | San Francisco | CFP | One-time planning fee |
| Jason McCoy | Lodestar Asset Management | Alamo | CFA | Percentage of assets, Hourly |
| Jennifer Ramaswamy | Sonoma Mountain Financial | Petaluma | Not listed | Flat fee or retainer, Ongoing planning fee |
| Joel Meyer | Meyer Financial Advisors | Los Altos | CFA | One-time planning fee |
| Louiza Smith | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Russell Maltes | Simplified FP | Clovis | CFP | Percentage of assets, One-time planning fee |
| Sarah Behr | Simplify Financial Planning | San Francisco | Not listed | Flat fee or retainer, One-time planning fee |
| Scott Bell | Gross Domestic Product | Playa Del Rey | Not listed | Percentage of assets, One-time planning fee |
| Thomas Stout | Stout Capital Management | Encinitas | CFP | One-time planning fee |
| Adarsh Shyamsundar | Polaris Capital Management | El Dorado Hills | Not listed | Percentage of assets, Ongoing planning fee |
| Adele Canetti | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Caren Ober | Balancing Life Financial Planning | Orange | Not listed | Ongoing planning fee, One-time planning fee |
| Darrell Warner | Qmulate Capital | Simi Valley | Not listed | Percentage of assets, Hourly |
| Edward Ober | Balancing Life Financial Planning | Orange | Not listed | Ongoing planning fee, One-time planning fee |
| Elena Hawk | Hawk Advisory | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Gabriel Wisdom | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Glenn Busch | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Jeffrey Tilson | JST Investment Consulting | Seal Beach | Not listed | Percentage of assets, One-time planning fee |
| Mark Myers | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Mark Zaifman | Spiritus Financial Planning | Windsor | Not listed | Percentage of assets, Flat fee or retainer |
| Michael Moore | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Rana Davidson | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Robert Russell | Qmulate Capital | Ojai | Not listed | Percentage of assets, Hourly |
| Robert Teel | Kingdom Capital Management | Carmichael | Not listed | Flat fee or retainer, Percentage of assets |
| Shay Tahar | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Steven Singer | Retirement Solutions | Los Angeles | Not listed | Percentage of assets, One-time planning fee |
| Thomas McAuliffe | Divorce financial consulting | San Rafael | Not listed | Hourly, One-time planning fee |
| Tiffani Clarke | Meritas Wealth Management | San Rafael | Not listed | Percentage of assets, One-time planning fee |
| Vincent Siewit | Small Victories Wealth | San Jose | Not listed | Flat fee or retainer, Ongoing planning fee |
| Bryan Ellis | Second Mountain Financial | Redondo Beach | Not listed | Flat fee or retainer, Ongoing planning fee |
| Daniel Claffey | EdMD | San Ramon | Not listed | One-time planning fee |
| Donna Chaney | Chaney Financial Services | Pasadena | PFS | One-time planning fee, Ongoing planning fee |
| Michael Lynch | Lynch Financial Advisors | Roseville | Not listed | One-time planning fee |
| Michael Mills | Mills Financial Group | Browns Valley | Not listed | Hourly, One-time planning fee |
| Shane Fernandez | Abundance Pathways | San Diego | Not listed | One-time planning fee, Ongoing planning fee |
| Lawrence Russell | Lawrence Russell and Company | Pasadena | Not listed | Hourly, Flat fee or retainer |
| Gary Stout | Stout Capital Management | Encinitas | Not listed | One-time planning fee |
| We-Yu Chou | New Asset Investment Advisor | Milpitas | Not listed | Hourly, Percentage of assets |