| Billy Yeh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Caren Ober | Balancing Life Financial Planning | Orange | Not listed | Ongoing planning fee, One-time planning fee |
| Christopher Ruane | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Damian Dufour | Fiduciary Benefits Group | San Diego | Not listed | Flat fee or retainer |
| Daniel Speirs | Cerro Pacific Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Darrell Warner | Qmulate Capital | Simi Valley | Not listed | Percentage of assets, Hourly |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Dennis Blodgett | Blodgett Wealth Advisors | Brentwood | Not listed | Percentage of assets, Hourly |
| Edward Ober | Balancing Life Financial Planning | Orange | Not listed | Ongoing planning fee, One-time planning fee |
| Elena Hawk | Hawk Advisory | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Elizabeth Flores | Legacy Wealth Advisors | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Elliott Hollingsworth | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Fabian Waldner | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Gabriel Uruburo | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Gabriella Stamps | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Garrett Van Nostrand | Van Nostrand Wealth Management | San Diego | Not listed | Flat fee or retainer |
| Gary Allen | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Harold Davidson | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Isabella Tam | Beyond Wealth Advisory | South San Francisco | Not listed | Percentage of assets, Hourly |
| Jack Tsai | Tsai Wealth Management | Pasadena | PFS | Percentage of assets, Hourly |
| Jaime Boyer | Kachkovsky & Fisher | San Diego | Not listed | Percentage of assets, Hourly |
| Jake Popoff | Hutchinson Capital Management | San Rafael | Not listed | Percentage of assets, Hourly |
| Jason Shaya | Mission Hills Financial | San Diego | Not listed | Percentage of assets, Hourly |
| Jeffrey Coontz | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Jeffrey Tilson | JST Investment Consulting | Seal Beach | Not listed | Percentage of assets, One-time planning fee |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Jivko Velev | Velev Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jonathan Becker | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Kenneth Haren | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Kevin Cavanaugh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Kevin Morrow | Sonoma Allocations | Santa Rosa | Not listed | Percentage of assets, Fixed fees |
| Kwadwo Osei | Atwima Wealth | Sacramento | CFA | Percentage of assets, Fixed fees |
| Kyle Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Lance Parker | Lance Parker Wealth Management | San Luis Obispo | Not listed | Percentage of assets |
| Landon Blodgett | Blodgett Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Leslie Ann Gutierrez | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Luke Podbury | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Lyle Meek | Cerro Pacific Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Mark Zaifman | Spiritus Financial Planning | Windsor | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Murawski | Murawski Wealth Management | Los Angeles | Not listed | Percentage of assets |
| Michelle Higgins | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| N Alexander Alard | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Nicholas Powers | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Rugh | Rugh Financial | Menlo Park | Not listed | Percentage of assets |
| Nicholas Venezia | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Omid Eftekhari | Towneley Capital Management | Laguna Hills | CFA | Percentage of assets, Fixed fees |
| Paola Quintero Salazar | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |