| David Epps | Integral Wealth Management | Modesto | CFP | Percentage of assets, Fixed fees |
| David Garelick | Global Business Management | Valencia | CFP | Percentage of assets, Hourly |
| David Sylvester | CAVU Wealth Advisors | Walnut Creek | CFP, CFA | Percentage of assets, Fixed fees |
| Donald Debernardi | Sierra Asset Management | Oakhurst | CFP | Percentage of assets, Hourly |
| Earl Jordan Yaokasin | WealthArch Investment Services | Pasadena | CFA | Hourly |
| Erica Arroyo | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Harish Prabandham | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Heidi Morshead | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| Jacob Levy | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| Janet Larsen | Step Financial | Seal Beach | CFP | Percentage of assets, Hourly |
| Jared La Blue | DiversiFi Capital | Los Altos | Not listed | Ongoing planning fee, Percentage of assets |
| Jesse Nix | Nix Wealth Management | Sacramento | CFP | Percentage of assets |
| Jessica Serrano | Equal Voices Wealth | Castaic | CFP | Ongoing planning fee |
| Jodi Karambela | Integral Wealth Management | Turlock | CFP | Percentage of assets, Fixed fees |
| John Lacey | Pacific Point Wealth Management | Carlsbad | CFP | Percentage of assets |
| Joseph Nix | Nix Wealth Management | Sacramento | CFP | Percentage of assets |
| Joshua Hayes | Curtis Advisory Group | Santa Barbara | CFP | Percentage of assets, Hourly |
| Juerg Ciceri | JC Financial Planning & Investments | Long Beach | CFP | Percentage of assets, Ongoing planning fee |
| Katherine Simmonds | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| Keith Hays | Creative Capitalists | Glendale | Not listed | Hourly, Flat fee or retainer |
| Kyle Sabdo | Stillwater Capital Management | Carmel-By-The-Sea | CFP | Percentage of assets |
| Laurence Menna | WealthTarget Investment Advisors | Bakersfield | CFP | Percentage of assets, Hourly |
| Lisa Sharp | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Mallory Sise | Integral Wealth Management | Turlock | CFP | Percentage of assets, Fixed fees |
| Martin Miller | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Michael Bernard | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Michael Ottman | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Nancy Howard | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Nicholas Butler | Butler Financial Services | Westlake Village | Not listed | Flat fee or retainer, One-time planning fee |
| Nihal Muzumdar | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Nino Pavan | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Noah Damsky | Marina Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Peter Garelick | Global Business Management | Valencia | CFP | Percentage of assets, Hourly |
| Peter Landini | RBP Investment Advisors | Alamo | CFP | Percentage of assets, Hourly |
| Peter Shenas | Ariston Services Group | San Diego | CFP | Percentage of assets |
| Peter Thoms | Sierra Wealth Strategies | Coronado | CFA | Percentage of assets, Hourly |
| Rachael Johnson | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Rainier Trinidad | Parabolic Asset Management | Coronado | CFA | Percentage of assets, Hourly |
| Richard Connett | Integrity Wealth Partners | Walnut Creek | CFP | Percentage of assets, Hourly |
| Ryan McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Sarah Green | Farm Girl Capital | Albany | CFP | Percentage of assets, Hourly |
| Sasha Childers | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Sevak Khachatoorian | Up&Up Capital | Glendale | Not listed | Percentage of assets |
| Sheldon Goldman | Goldman Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Stephen McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Stoyan Panayotov | Babylon Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| Sunni Allen | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Troy Wirth | InGen Strategies | Irvine | CFP | Percentage of assets, Hourly |