| Marc Roland | Dean Roland Russell Family Wealth Management | San Diego | CFP, PFS | Percentage of assets |
| Philip Maravilla | PracticeCFO | San Diego | CFP | Percentage of assets, Fixed fees |
| Ryan Gibbs | Heritage Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Todd Wiersum | Encompass Financial Services | San Diego | CFP | Percentage of assets, Hourly |
| Wesley Read | PracticeCFO | San Diego | CFP | Percentage of assets, Fixed fees |
| Allen Trim | Blue Summit Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Benjamin Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Bradley Johnston | Fiduciary Benefits Group | San Diego | CFP, ChFC | Flat fee or retainer |
| Christopher D'Arcy | D'Arcy Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Eric Sigdestad | SimpliFi | San Diego | CFP | Hourly |
| Jackson Miller | Fiduciary Benefits Group | San Diego | CFP | Flat fee or retainer |
| Kameron Barzegar | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Kenneth Kneale | Arcadian Financial Services | San Diego | CFP | Hourly, One-time planning fee |
| Malek Hage Hassan | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Mark Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| 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 |
| Minka Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| Brandon Hobson | PracticeCFO | San Diego | CFA | Percentage of assets, Fixed fees |
| Brian Krause | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| Christopher Russell | Tempus Pecunia | San Diego | CFP | Percentage of assets, Fixed fees |
| Darien Horton | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| Lauren Gabele | Cascade Financial Partners | San Diego | CFP, ChFC | Percentage of assets |
| Lawrence Lane | L Squared Wealth Management | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Natalie Dewindt | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| Olivian Pitis | CSJ Wealth Management | San Diego | CFP, CFA | Percentage of assets |
| Peter Shenas | Ariston Services Group | San Diego | CFP | Percentage of assets |
| Sheldon Goldman | Goldman Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Tyler Rowe | Stolper & Company | San Diego | CFP, CFA | Percentage of assets, Fixed fees |
| Alexander Okugawa | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Anastasia Melbrod | Melbrod Wealth Management | San Diego | CFP | Ongoing planning fee |
| Anders Norrman | Spreckels | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Anthony McLean | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Anthony Saffer | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Brad Duerks | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Brittany Anderson | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Christopher Reyes | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Constance Mitchell | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Frank Alvarez | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Henry Winship | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Jagdish (Jay) Sitlani | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| James Thomason | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Janice Thompson | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Jared Redfield | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Joshua Stipcich | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Karl Kohne | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Mari Fries | ProsperiTea Planning | San Diego | CFP | One-time planning fee |
| Matthew Calcagno | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Matthew Vallebo | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Megan Sperry | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |