| Cody Columna | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| 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 |
| Geovanni James | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Jason Cohen | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |
| Jeffrey Wu | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| John Harrington | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Kathleen Hentges | Applied Advisor | San Francisco | CFP | Hourly |
| Manuel Apolonio | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Manuel Ortiz Aquino | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Mary Van Nostrand | Van Nostrand Wealth Management | San Diego | CFP | Flat fee or retainer |
| Matthew Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Melanie Perry | Sustainable Wealth Advisory Group | Los Angeles | CFP | Percentage of assets, Hourly |
| Milo Hanke | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Nathan Walsh | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Peter Burton | Burton Enright Welch | Walnut Creek | ChFC | Percentage of assets |
| Ryan Melnyk | Manzanita Wealth Management | West Sacramento | Not listed | Flat fee or retainer, Ongoing planning fee |
| Scott Hampton | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |
| Taylor Bell | Aequitas Financial | Santa Ana | Not listed | Percentage of assets, Ongoing planning fee |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| Lawrence Lane | L Squared Wealth Management | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, 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 |
| 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 |
| Bryan Foronjy | Foronjy Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| Charles Manih | Xpand Investment | Chula Vista | CFA | Percentage of assets, Hourly |
| Dezaree Seeds | Sierra Ocean | Ripon | CFP | Percentage of assets, Fixed fees |
| Domenica Stokes | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| Emily Goodman | Foronjy Financial | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Erik Bagley | Kotys Wealth Professionals | Folsom | Not listed | Percentage of assets, Hourly |
| 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 |
| James Curran | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| Jeffrey Burrow | Sierra Ocean | Ripon | CFP | 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 |
| Ashley Gardiner | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Benjamin Fookes | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Blake Anderson | WealthGuard Advisors | Placerville | CFP | Percentage of assets, Hourly |
| Christopher Moore | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Frank Montes | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| George Chang | Pillar Point Wealth Management | San Francisco | Not listed | Percentage of assets, Ongoing planning fee |
| Hardik Patel | Trusted Path Wealth Management | Santa Rosa | Not listed | Percentage of assets, Flat fee or retainer |
| Jacqueline Rowe | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Jerome Ledzinski, II | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Karly Bokosky | Sachi Financial Planning | Newport Beach | Not listed | Percentage of assets, Ongoing planning fee |