| Maryam Khoshreza | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Michael Abram | Integral Wealth Management | Turlock | CFA | Percentage of assets, Fixed fees |
| Michael Rosendahl | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Michael Stock | Boltwood Capital Management | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Michele Holton | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Michelle Hams | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Mitchel Needelman | Spectrum Asset Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Mitra Shahi | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Nathan Mescobi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Nicholas Giannakopoulos | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Pasha Shemirani | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Paul Lipcius | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Penny Houseman | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Philip Fessler | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Preston Mayo | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Ramy Hindiyeh | Finmentum | Elk Grove | Not listed | Percentage of assets |
| Renee Michel | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Rob Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Robert Robinson | Cosmos Wealth | El Segundo | Not listed | Percentage of assets, Hourly |
| Rosario Scappaticci | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Ryan Ahrens | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Ryan Kelley | Bell Investment Advisors | Orinda | CFA | Percentage of assets, Hourly |
| Samah Naguib | Pleasanton Wealth | Pleasanton | CFA | Percentage of assets |
| Saul Greene | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Scott Holder | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Scott Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Selma Hackett | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Sherry Karlsson | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Simone Liu | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Spencer Rhode | Corvus Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets |
| Stephanie Kemp | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Stephen Chen | Boldin | Mill Valley | Not listed | Flat fee or retainer, Ongoing planning fee |
| Stephen Miles | Sutro Advisors | San Francisco | Not listed | Ongoing planning fee, Percentage of assets |
| Steven Zorn | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Theodore Palfini | Cavalot Capital | Redding | Not listed | Percentage of assets, Hourly |
| Thomas Carroll | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Thomas Neja | Capital CS Group | Corona | Not listed | Percentage of assets, Hourly |
| Todd Carbone | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Travis Domingues | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Virginia Leon | Pathway Advisor | Fallbrook | Not listed | Percentage of assets, Hourly |
| William Catton | Catton Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| William Kirk | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Y Shih | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Zachary Wolf | Boltwood Capital Management | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Zaineb Sohail | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Ali Alsari | AWM Global Advisors | San Diego | Not listed | Percentage of assets |
| Andrew Canter | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Andrew Skinner | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Athena Stone | Attentive Investments | Stockton | Not listed | Percentage of assets, Hourly |
| Ben Sedillo | Sonoma Allocations | Santa Rosa | Not listed | Percentage of assets, Fixed fees |