| Christopher Thomas | Align WMGMT | San Jose | CFP | Percentage of assets, Hourly |
| Cody Columna | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Craig Farkas | Harold Davidson & Associates | Los Angeles | CFP | Percentage of assets, Hourly |
| Cristi Tanner | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Dajin Yang | New Insight Wealth Advisors | San Ramon | CFA | Percentage of assets, Hourly |
| Daniel Miladinovich | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| Daniel Vistica | Vistica Wealth Advisors | Carlsbad | Not listed | Percentage of assets, Flat fee or retainer |
| Danielle Miura | Spark Financials | Elk Grove | CFP | Percentage of assets, Ongoing planning fee |
| Devin Blodgett | Blodgett Wealth Advisors | Brentwood | CFP | Percentage of assets, Hourly |
| Diane Bourdo | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Don Eidam | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Emily Bushong | Kaizen Financial Advisors | Canyon Lake | CFP | Percentage of assets, Hourly |
| Eric Sigdestad | SimpliFi | San Diego | CFP | Hourly |
| Garth Williams | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Gary Roof | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Gavin Distasi | Topel & DiStasi Wealth Management | Berkeley | Not listed | Percentage of assets, Flat fee or retainer |
| Genecar Vivo | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| George Hasbun | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Geovanni James | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Gregg Clarke | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Heather Quintero | Carter Financial | La Jolla | CFP | Percentage of assets, Fixed fees |
| Jackson Miller | Fiduciary Benefits Group | San Diego | CFP | Flat fee or retainer |
| Jacqueline Remar | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| James Mellon | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| James Sutton | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Qiu | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jeffrey Dorman | Navigate Financial | Laguna Niguel | CFP | Percentage of assets |
| Jeffrey Wu | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Jennifer Bahi | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| John Harrington | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Joseph Eschleman | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Joseph Kalmanovitz | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Juan Carlos Peralta | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Kaitlin Hewell | Hewell Financial Group | Atascadero | CFP | Percentage of assets, Hourly |
| Kameron Barzegar | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Kathleen Gilmore | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Kathleen Hentges | Applied Advisor | San Francisco | CFP | Hourly |
| Kayla Fernandez | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Kayle Larsen | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| Kenneth Gott | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Kenneth Kneale | Arcadian Financial Services | San Diego | CFP | Hourly, One-time planning fee |
| Kevin Apolinar Financial planner for Christians | Behavior Shift | Murrieta | Not listed | One-time planning fee, Subscription |
| Li-Wei Chang | 7Summit Advisors | Los Angeles | CFP | Percentage of assets |
| Madeline Williams | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Malek Hage Hassan | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Manuel Apolonio | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Manuel Ortiz Aquino | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Maria Quintana-Pilling | North Berkeley Wealth Management | Berkeley | CFA | Percentage of assets |