| Michael Kasianko | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Philip Reuer | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Robyn Cohen | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Romy Brown | Beta Wealth Group | San Diego | Not listed | Percentage of assets |
| Scott Bramwell | Eiger Wealth Management | San Diego | PFS | Percentage of assets, Fixed fees |
| Stephen Islander | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Amar Shah | Client First Capital | San Diego | CFA, CFP | Percentage of assets, Hourly |
| Arley Gonzalez | KOA Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Bradley Nelson | Point Loma Advisors | San Diego | CFP, MSEE | Percentage of assets, Hourly |
| Brandon Silvia | Silvia McColl Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Brian Lowder | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Cady North | North Financial Advisors LLC | San Diego | CFP, MBA | Percentage of assets, Hourly |
| Cameron Smith | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Daniel Shainberg | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Drew Phillips | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Eduardo Ciuffo | Ariston Services Group | San Diego | CFA | Percentage of assets |
| Frank Montes | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Hal Schweiger | BlueWater Wealth Management, LLC | San Diego | CFP | Percentage of assets, Hourly |
| Jeffrey Platt | Platt Wealth Management | San Diego | CFA, CFP, JD, LLM | Percentage of assets, Hourly |
| Juliana Guerra | Dean Roland Russell Family Wealth Management | San Diego | Not listed | Percentage of assets |
| Justin Read | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Matt Ryan | Focused Mission Financial | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Michael Kinnear | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Michael Rosendahl | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Michelle Hams | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Paul Lipcius | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Rebecca Dodge | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Ryan Beckham | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| William Kirk | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| William McColl | Silvia McColl Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Ali Alsari | AWM Global Advisors | San Diego | Not listed | Percentage of assets |
| Damian Dufour | Fiduciary Benefits Group | San Diego | Not listed | Flat fee or retainer |
| Fabian Waldner | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Garrett Van Nostrand | Van Nostrand Wealth Management | San Diego | Not listed | Flat fee or retainer |
| Jaime Boyer | Kachkovsky & Fisher | San Diego | Not listed | Percentage of assets, Hourly |
| Jason Shaya | Mission Hills Financial | San Diego | Not listed | Percentage of assets, Hourly |
| John Weinstein | Decision Investments | San Diego | Not listed | Percentage of assets |
| Kyle Spiewak | Pacific Point | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Malvin | Decision Investments | San Diego | Not listed | Percentage of assets |
| N Alexander Alard | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Parker Hann | SimpliFi | San Diego | Not listed | Hourly |
| Robert Seid | Blue Summit Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Alex Zubak | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Andrew Jensen | Zermatt Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Bradley Gilbert | Thrive Portfolios | San Diego | Not listed | Percentage of assets |
| Caroline Mason | Cascade Financial Partners | San Diego | Not listed | Percentage of assets |
| David White | Zermatt Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Jay Liao | Mandala Wealth Management | San Diego | CFA | Percentage of assets |
| Jeffrey McCulloch | Cascade Financial Partners | San Diego | Not listed | Percentage of assets |
| Jesse Sikorski | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |