| Michael Ryan | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Neil Unger | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Noa Hoffman | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Paul Dedora | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Philip Kirshman | Manchester Capital Management | Montecito | CFP, CFA | Percentage of assets, Fixed fees |
| Portia White | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Rand Borresen | Ascend Financial Advisers | Irvine | CFP | Percentage of assets, Hourly |
| Richard Davey | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Richard Hewitt | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Robert Agorastos | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Robert Garcia | Corvus Wealth Advisors | Templeton | CFP | Percentage of assets |
| Ryan Brizendine | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Ryan Gibbs | Heritage Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Ryan McGuire | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Saadia Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| Sharon Khan | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Sharon Nassirzadeh | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Stephen Detweiler | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Sylvia Kwan | Ellevest | San Francisco | CFA | Percentage of assets, Flat fee or retainer |
| Taylor Whelan | Whelan Financial | Fresno | CFP, CFA | Percentage of assets, Fixed fees |
| Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. | Manetta Wealth Management | San Ramon | Not listed | Percentage of assets |
| Thomas Schulte | Napier Financial | Santa Clarita | CFP | Percentage of assets, Hourly |
| Thomas Smith | Vita Wealth Advisors | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Timothy Raftis | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Todd Wiersum | Encompass Financial Services | San Diego | CFP | Percentage of assets, Hourly |
| Trevor Scotto | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Vincent Whelan | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Aiden Cox | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Alexis Olian | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Allen Trim | Blue Summit Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Andrea Taylor | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Andrew Cattano | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Andrew Hempeck | Creekside Partners | Petaluma | CFP | Percentage of assets, Fixed fees |
| Anna Hong | New Insight Wealth Advisors | San Ramon | ChFC | Percentage of assets, Hourly |
| Aubrey Brown | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Babak Gahvari | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| 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 |
| Brenton Armstrong | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Brianna Ferguson | Cerro Pacific Wealth Advisors | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Brooke Kelly | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Bryan Molinar | Atlas Legacy Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Chase Hayhurst | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Chengkuo Chen | Redwood Money | San Jose | Not listed | Percentage of assets, Ongoing planning fee |
| Christina Gamache | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Christina Hammann | Carter Financial | La Jolla | CFP | Percentage of assets, Fixed fees |
| Christopher D'Arcy | D'Arcy Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Christopher Thomas | Align WMGMT | San Jose | CFP | Percentage of assets, Hourly |
| Coco Lorenzo | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Cody Columna | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |