| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Craig Farkas | Harold Davidson & Associates | Los Angeles | CFP | Percentage of assets, Hourly |
| Dajin Yang | New Insight Wealth Advisors | San Ramon | CFA | Percentage of assets, Hourly |
| Daniel Vistica | Vistica Wealth Advisors | Carlsbad | Not listed | Percentage of assets, Flat fee or retainer |
| Diane Bourdo | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Don Eidam | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Garth Williams | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Gary Roof | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Gavin Distasi | Topel & DiStasi Wealth Management | Berkeley | Not listed | Percentage of assets, Flat fee or retainer |
| Genecar Vivo | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| George Hasbun | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Geovanni James | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Glenn Young | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Heather Quintero | Carter Financial | La Jolla | CFP | Percentage of assets, Fixed fees |
| Jackson Miller | Fiduciary Benefits Group | San Diego | CFP | Flat fee or retainer |
| James Mellon | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| James Sutton | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Cohen | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |
| Jason Qiu | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| John Harrington | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Joseph Eschleman | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Joseph Kalmanovitz | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Juan Carlos Peralta | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Kaitlin Hewell | Hewell Financial Group | Atascadero | CFP | Percentage of assets, Hourly |
| Kameron Barzegar | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Kathleen Gilmore | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Kayle Larsen | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| Kelli Burger | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Lance Pieper | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Li-Wei Chang | 7Summit Advisors | Los Angeles | CFP | Percentage of assets |
| Malek Hage Hassan | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Manuel Ortiz Aquino | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Maria Quintana-Pilling | North Berkeley Wealth Management | Berkeley | CFA | Percentage of assets |
| 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 Fulton | Atlas Legacy Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Matthew Haefner | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Matthew Page | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Matthew Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Megan Miller | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Michael Canzone | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Michael Haskins | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| Michael Lynch | Michael P. Lynch Wealth Management | Stockton | CFP, PFS | Percentage of assets, Hourly |
| Michael Power | Power Investing | Danville | CFP | Percentage of assets, Hourly |
| Miguel Irazabal | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Minka Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| Nathan Billigmeier | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Nathan Walsh | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Nicholas Simonian | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |