| Michael Rosendahl | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Ramy Hindiyeh | Finmentum | Elk Grove | Not listed | Percentage of assets |
| Ryan Fujioka | Fire Capital Management | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Shayne Cooper | Fiduciary Financial Group | Rohnert Park | Not listed | Percentage of assets, Fixed fees |
| Sherry Karlsson | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Suzanne Herman | Roberts Wealth Advisors | Menlo Park | CFP | Percentage of assets, Hourly |
| Theodore Palfini | Cavalot Capital | Redding | Not listed | Percentage of assets, Hourly |
| Thomas Vogelheim | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Brandon Hagerla | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| David Hall | Stride Financial Planning | Madera | Not listed | Flat fee or retainer, Ongoing planning fee |
| Garrett Van Nostrand | Van Nostrand Wealth Management | San Diego | Not listed | Flat fee or retainer |
| Mark Zaifman | Spiritus Financial Planning | Windsor | Not listed | Percentage of assets, Flat fee or retainer |
| Patrick Hitchcock | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Brian Roberts | Roberts Wealth Advisors | Menlo Park | CFA | Percentage of assets, Hourly |
| Jay Liao | Mandala Wealth Management | San Diego | CFA | Percentage of assets |
| Michael Mills | Mills Financial Group | Browns Valley | Not listed | Hourly, One-time planning fee |
| Pat Wang | Shearwater Capital | Redondo Beach | Not listed | Percentage of assets |
| Ryan Walsh | Roberts Wealth Advisors | Menlo Park | CFA | Percentage of assets, Hourly |
| Austin Neddenriep | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Casey Marks | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Mayra Meza | Sierra Ocean | Ripon | Not listed | Percentage of assets, Fixed fees |
| Adam Anderson | WealthGuard Advisors | Placerville | Not listed | Percentage of assets, Hourly |
| Benjamin Anderson | WealthGuard Advisors | Placerville | Not listed | Percentage of assets, Hourly |
| Paul Hewitt | Optimus Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Steve Rumsey | Optimus Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |