| Jackson Miller | Fiduciary Benefits Group | San Diego | CFP | Flat fee or retainer |
| Kameron Barzegar | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Malek Hage Hassan | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| 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 Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Minka Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| Brian Krause | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| Darien Horton | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| Lauren Gabele | Cascade Financial Partners | San Diego | CFP, ChFC | Percentage of assets |
| Natalie Dewindt | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| Olivian Pitis | CSJ Wealth Management | San Diego | CFP, CFA | Percentage of assets |
| Anthony McLean | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Brad Duerks | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Brittany Anderson | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Christopher Reyes | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Constance Mitchell | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Frank Alvarez | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Henry Winship | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Jagdish (Jay) Sitlani | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Jared Redfield | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Joshua Stipcich | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Matthew Vallebo | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Megan Sperry | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Kasianko | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| 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 |
| Daniel Shainberg | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Juliana Guerra | Dean Roland Russell Family Wealth Management | San Diego | Not listed | Percentage of assets |
| Michelle Hams | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| William Kirk | Heritage Wealth Management | San Diego | Not listed | 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 |
| Kyle Spiewak | Pacific Point | San Diego | Not listed | Percentage of assets, Hourly |
| N Alexander Alard | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| Jeffrey McCulloch | Cascade Financial Partners | San Diego | Not listed | Percentage of assets |
| Jesse Sikorski | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Kyle Kiser | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Simon Perna | Cascade Financial Partners | San Diego | Not listed | Percentage of assets |