| Christopher Packard | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Daniel Ebert | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Daniel Mauser | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Daniel Shainberg | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Daniel Sinton | Rational Investment Management | Mill Valley | Not listed | Percentage of assets |
| David Lowery | Lowery Thomas | Walnut Creek | Not listed | Percentage of assets |
| David Swift | Second 50 Financial | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| David Trejo | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| David Tsikman | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Dawnalizabeth Henke | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Derek Finch | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Derrick Smith | Privatus Wealth | Roseville | Not listed | Percentage of assets, Hourly |
| Drew Phillips | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Eduardo Ciuffo | Ariston Services Group | San Diego | CFA | Percentage of assets |
| Eric Cortez | Verus Capital Partners | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Frank Montes | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Gloria Jones | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Hardik Patel | Trusted Path Wealth Management | Santa Rosa | Not listed | Percentage of assets, Flat fee or retainer |
| Ian Burkhard | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Ivan Tokarev | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jacob Ferry | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jacob Schwartz | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| James Naify | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| James Smith | StratiCo | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Jason Dow | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Jeremy Keating | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Jeremy Tate | Tate Capital Group | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Jerome Ledzinski, II | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Jessica McConnell | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Joel Kocen | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Joel Meyer | Meyer Financial Advisors | Los Altos | CFA | One-time planning fee |
| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| John Hayman | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| John Stachnick | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| John Wills | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Joseph Migdol | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Joshua Oder | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Juliana Guerra | Dean Roland Russell Family Wealth Management | San Diego | Not listed | Percentage of assets |
| Justin Read | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Kade Kretzschmar | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Katelin Mahoney | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Katie Junk | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Keith Crenshaw | Crenshaw Capital Management | Los Angeles | Not listed | Percentage of assets |
| Keith Gray | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Keith Gunther | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Lily Mossayi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Louiza Smith | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Lucas Franco | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Mark Vicencio | Lowery Thomas | Pebble Beach | Not listed | Percentage of assets |