| Gage Houser | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Gerwin de Haan | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Gregory Legorreta | Loam Advisory | Los Angeles | Not listed | One-time planning fee, Flat fee or retainer |
| Honna Li | KCM Investment Advisors | Greenbrae | CFP | Percentage of assets |
| Jack Johnson | Sierra Financial Planning & Asset Management | Roseville | CFP | Flat fee or retainer, Ongoing planning fee |
| Jacob Parsons | Statherós Financial Solutions | El Dorado Hills | CFP, ChFC | Percentage of assets |
| James Curran | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| James Thomason | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Janice Thompson | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Jared Redfield | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Jeff Poole | Wealth Analytics | San Clemente | Not listed | Percentage of assets, Hourly |
| Jeffrey Harwood | Ventura Advisors | Woodland Hills | CFP, CFA | Percentage of assets, Hourly |
| Jeffrey St. Claire | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| John Bell | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Cooke | Cooke Wealth Management | Irvine | CFP | Percentage of assets, Hourly |
| John Cordano | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| John Dunham | Focused Capital Investment | Irvine | Not listed | Percentage of assets, Fixed fees |
| John Lorenz | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Joshua Stipcich | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Juliette Cooke | Cooke Wealth Management | Irvine | CFP | Percentage of assets, Hourly |
| Justin Krane | Krane Financial Solutions | Calabasas | CFP | Percentage of assets, Hourly |
| Karl Kohne | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Kenneth Gillespie | Hermosa Wealth Management | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Kim Berger | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Kimberly Overby | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Kristin Rasmussen | KMR Wealth Advisory | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Lauren Simpson | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Lee Jones | Tangent Retirement | Irvine | Not listed | Percentage of assets, Flat fee or retainer |
| Lelamarie Kelly | Life UnLocked Partners | Venice | Not listed | Percentage of assets |
| Linda Yu | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Lisa Harwood | Ventura Advisors | Woodland Hills | CFP | Percentage of assets, Hourly |
| Lloyd Wong | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Marc Bacsafra | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Marc Roth | Elmwood Wealth Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Maria Ojeda Partida | Shah Wealth Advisors | Chino Hills | Not listed | Percentage of assets, Fixed fees |
| Mark Tennenbaum | Life UnLocked Partners | Venice | Not listed | Percentage of assets |
| Martin Standish | Towneley Capital Management | Laguna Hills | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Calcagno | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Matthew Heller | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Matthew Sassani | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Matthew Vallebo | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Maxwell Pray | Clifford Swan | Pasadena | CFA | 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 |
| Michael Ye | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Mitchell Tuchman | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Murcy Huang | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Nihar Shah | Shah Wealth Advisors | Chino Hills | Not listed | Percentage of assets, Fixed fees |
| Paula Durrant | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |