| George Chang | Pillar Point Wealth Management | San Francisco | Not listed | Percentage of assets, Ongoing planning fee |
| George Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Grant Nabell | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Helena Sandoval | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Henry Hien Phan | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Jacqueline Rowe | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Spagnola | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Jennifer Ramaswamy | Sonoma Mountain Financial | Petaluma | Not listed | Flat fee or retainer, Ongoing planning fee |
| Jerome Ledzinski, II | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Jessica McConnell | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| John Stachnick | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Jonathan Lederer | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Joshua Miller | Regatta Capital Group | Studio City | Not listed | Percentage of assets, Hourly |
| Karly Bokosky | Sachi Financial Planning | Newport Beach | Not listed | Percentage of assets, Ongoing planning fee |
| Kian Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Kimberly Pham | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kristin Sun | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Lindsey Diranian | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lisa Margulies | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Mark Strahs | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Mark Vicencio | Lowery Thomas | Pebble Beach | Not listed | Percentage of assets |
| Martin Curiel | MYeCFO | La Jolla | CFA | Percentage of assets, Hourly |
| Megan Breslin | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Meghan Daters | Sand Hill Global Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Michael Munson | MYeCFO | La Jolla | CFA | Percentage of assets, Hourly |
| Preston Mayo | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Sara Craven | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Sarah Behr | Simplify Financial Planning | San Francisco | Not listed | Flat fee or retainer, One-time planning fee |
| Saul Greene | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Scott Allison | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Scott Bell | Gross Domestic Product | Playa Del Rey | Not listed | Percentage of assets, One-time planning fee |
| Sean Planchard | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Shayne Cooper | Fiduciary Financial Group | Rohnert Park | Not listed | Percentage of assets, Fixed fees |
| Shivani Patel | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Spencer Kelly | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Thomas Neja | Capital CS Group | Corona | Not listed | Percentage of assets, Hourly |
| Thomas Vogelheim | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Todd Carbone | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Vincci Ma | Kera Capital | Daly City | Not listed | Percentage of assets, Hourly |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Zaineb Sohail | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Adarsh Shyamsundar | Polaris Capital Management | El Dorado Hills | Not listed | Percentage of assets, Ongoing planning fee |
| David Hall | Stride Financial Planning | Madera | Not listed | Flat fee or retainer, Ongoing planning fee |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Elena Hawk | Hawk Advisory | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Robert McDonald | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Shaun Mutch | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |