| Kyle Kiser | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Shane Fernandez | Abundance Pathways | San Diego | Not listed | One-time planning fee, Ongoing planning fee |
| Simon Perna | Cascade Financial Partners | San Diego | Not listed | Percentage of assets |
| Daniel Downey | Determined Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Richard Levenson | Western Financial | San Diego | Not listed | Percentage of assets |
| Scott Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Tan Khoa Ngo | Mentor Financial Advisory Group | San Diego | Not listed | Percentage of assets, Hourly |
| Wesley Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Brent Wilsey | Wilsey Asset Management | San Diego | Not listed | Percentage of assets |
| Chase Wilsey | Wilsey Asset Management | San Diego | Not listed | Percentage of assets |
| Kevin Ward | Ward & Associates | San Diego | Not listed | Percentage of assets, Hourly |
| William Ward | Ward & Associates | San Diego | Not listed | Percentage of assets, Hourly |
| Aaron Kaplan | Telos Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Alana Hall | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Ashley Stroud | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Autumn Vaughn | Satori Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Brandon Sussman | Traction Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Brandon Thorsten | Merrithew & Thorsten | San Diego | CFP | Percentage of assets |
| Brett Nussen | Willow Creek Financial | San Diego | CFP | Percentage of assets, Hourly |
| Brian Matter | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Charles Schwab | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Darren Bloom | Wealthetic | San Diego | CFP | Percentage of assets, Hourly |
| Dean Kernus | Willow Creek Financial | San Diego | CFP, PFS | Percentage of assets, Hourly |
| Edward Buchan | TED Buchan & Company | San Diego | CFP | Percentage of assets, Fixed fees |
| Eric Schmid | TED Buchan & Company | San Diego | CFP | Percentage of assets, Fixed fees |
| Eric Yeager | Gradient Capital Advisors | San Diego | CFP | Percentage of assets, Hourly |
| James Paulsen | Taxable Wealth | San Diego | CFP | Percentage of assets, Hourly |
| James West | Platt Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Joshua Rendler | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Juan Aguilar | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Kimberly Benson | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Lorenzo Sanchez Lopez | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Mariani Hummel | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Marten Mullins | Black Horse Wealth Management | San Diego | CFP | Percentage of assets |
| Michael Young | Clearview Financial | San Diego | CFP | Percentage of assets, Fixed fees |
| Omar Almaraz | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Orin Green | Willow Creek Financial | San Diego | CFP | Percentage of assets, Hourly |
| Patricia Patterson | Premier Financial Planning | San Diego | CFP | Percentage of assets, Hourly |
| Rodney Simms | Gradient Capital Advisors | San Diego | CFP, ChFC | Percentage of assets, Hourly |
| Ryan Goldenhar | Brooklyn FI | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Scott Williams | Clutinger Williams & Verhoye | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Stefan Meierhofer | Telos Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Stephen Doster | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Thomas Murphy | T.M. Murphy Investment Management | San Diego | CFP | Percentage of assets, Hourly |
| Timothy Drake | Telos Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Timothy Sagawa | Gradient Capital Advisors | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Tina Vieregg | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Trevor Shaw | Gradient Capital Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Tyler Aubrey | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Warren Binstock | Telos Capital Management | San Diego | CFP | Percentage of assets, Hourly |