| David Chenet | Presidio Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| David Espineira | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| David Hutchison | Triad Investment Management | Newport Beach | CFA | Percentage of assets |
| David Wolfensperger | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Dianne Duva | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Emily Hermeno | Prosperity Road | Santa Ana | CFP | Percentage of assets, Hourly |
| Emin Nabiyev | TriFlame Capital | Roseville | CFP, ChFC | Percentage of assets, One-time planning fee |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Giovanna Leyva | Tidemark Financial Partners | San Diego | CFP | Flat fee or retainer, Percentage of assets |
| Gregory Syrios | Syrios Wealth Management Group | La Jolla | CFP | Percentage of assets, Fixed fees |
| Heidi Phan | Rebalance | Palo Alto | CFP | Percentage of assets |
| Jared Barnecut | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Jennifer Regan | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Jennifer Strong | Kate Capital Group | Westlake Village | CFP | Percentage of assets, Hourly |
| Jeremy Kovacevich | Kaiyo Wealth | San Diego | CFP | Percentage of assets |
| Jeremy Welch | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Jodi Vleck | Beta Wealth Group | San Diego | CFP | Percentage of assets |
| John Heldman | Triad Investment Management | Laguna Niguel | CFA | Percentage of assets |
| Joseph Weiland | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Juliana Moravy | Elmwood Wealth Management | Berkeley | CFP | Percentage of assets, Hourly |
| Katherine King | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Kelly Randall | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Kevin Kolson | Family Wealth Leadership | Irvine | CFP | Percentage of assets, Hourly |
| Kyle Jones | Lindsey & Lindsey Wealth Management | Culver City | CFP | Percentage of assets, Hourly |
| Louis Dagen | Auspicious Financial Planning | San Ramon | CFP, ChFC | Percentage of assets |
| Mary Storjohann | Allora Wealth | Chula Vista | CFP | Percentage of assets, Hourly |
| Matthew Cobas | Kaiyo Wealth | San Diego | CFP | Percentage of assets |
| Matthew Gatt | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Matthew Jude | Rebalance | Sacramento | CFP | Percentage of assets |
| Michael Yang | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Nicholas Bzovi | Ducere Wealth Management | Newport Beach | CFA | Percentage of assets |
| Rielle Sanidad | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Robert Enright | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Samuel Wood-Bednarz | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Scott Pearring | Seek First | Campbell | CFP | Percentage of assets, Fixed fees |
| Shannon Lemon | Elmwood Wealth Management | Berkeley | CFP | Percentage of assets, Hourly |
| Shawn Landis | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Sonja Breeding | Rebalance | Palo Alto | CFP | Percentage of assets |
| Stacey Panenhanouvong | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stone Churby | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Stuart Schiffman | Compound Wealth Advisors | San Diego | CFP, ChFC | One-time planning fee |
| Tanya Steinhofer | Redwood Grove Wealth Management | San Rafael | CFP, CFA | One-time planning fee |
| Taylor Heininger | Cloud Capital Management | El Segundo | CFA | Percentage of assets |
| Troy Daum | Wealth Analytics | Poway | CFP | Percentage of assets, Hourly |
| Tyler Abney | Tidemark Financial Partners | San Diego | CFP | Flat fee or retainer, Percentage of assets |
| Aaron Karas | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Adam Wilkins | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Adrienne Stark | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Alexander Boeri | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Alexander Goldberg | McIlrath | Eck | Anaheim | CFP | Percentage of assets, Hourly |