| David Kim | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Faruk Jaffer | Index Gurus | Concord | CFP, ChFC | Percentage of assets, One-time planning fee |
| Jeffrey Clark | Redwood Money | San Jose | CFP | Percentage of assets, Ongoing planning fee |
| Jeffrey Vistica | Vistica Wealth Advisors | Carlsbad | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Jessica Lanning | Lanning Financial | San Francisco | CFP | Percentage of assets, One-time planning fee |
| John Kenny | Illumination Wealth Management | Berkeley | CFP | Flat fee or retainer, Ongoing planning fee |
| Jon Henderson | Echo45 Advisors | Walnut Creek | CFP | Percentage of assets |
| Nathaniel Sarkar | Redwood Money | Sunnyvale | CFP | Percentage of assets, Ongoing planning fee |
| Norman Mangina | Illumination Wealth Management | Palm Springs | CFP | Flat fee or retainer, Ongoing planning fee |
| Ronald Bernstein | Prism Planning Partners | Rancho Mirage | CFP, PFS | One-time planning fee |
| Sara Gawick | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Tammy Trenta | Family Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Victor Gersten | Cross Border Wealth Advisors | San Diego | CFP | Percentage of assets, Ongoing planning fee |
| Zachary Benton | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Alicia Ivancovich | Financially Healthy | Oakland | CFP | Percentage of assets, One-time planning fee |
| Bryan Ward | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Daniel Cadena | Cadena Financial Planning & Tax Services | San Diego | CFP | Hourly, One-time planning fee |
| Keythe Ward-Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Mark Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Nicole Peterkin | Peterkin Financial | Encinitas | CFP | Flat fee or retainer, Ongoing planning fee |
| Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. | Gerber Kawasaki Wealth & Investment Management | Santa Monica | CFP | Percentage of assets, Hourly |
| Alexander Collins | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Allison Meier | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Andrew Drennan | D'Arcy Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Arpy Raval | Shah Wealth Advisors | Chino Hills | CFP | Percentage of assets, Fixed fees |
| Cody Makela | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| 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 |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Gregory Syrios | Syrios Wealth Management Group | La Jolla | CFP | Percentage of assets, Fixed fees |
| Jared Barnecut | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Jennifer Strong | Kate Capital Group | Westlake Village | CFP | Percentage of assets, Hourly |
| Joseph Weiland | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Joshua Coniglio | Pacific Capital | Corona | CFP | Percentage of assets, Fixed fees |
| Joshua Simpson | Illumination Wealth Management | San Diego | ChFC | Flat fee or retainer, Ongoing planning fee |
| Kevin Kolson | Family Wealth Leadership | Irvine | CFP | Percentage of assets, Hourly |
| Krysta Kelly | D'Arcy Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Kyle Jones | Lindsey & Lindsey Wealth Management | Culver City | CFP | Percentage of assets, Hourly |
| Mary Storjohann | Allora Wealth | Chula Vista | CFP | Percentage of assets, Hourly |
| Michael Yang | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Morgan Fippinger | Pacific Capital | Corona | CFP, CFA | Percentage of assets, Fixed fees |
| Randall Francis | Pacific Capital | Corona | CFP | Percentage of assets, Fixed fees |
| Shawn Landis | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stacey Panenhanouvong | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Taylor Heininger | Cloud Capital Management | El Segundo | CFA | Percentage of assets |
| Tyrone Ross The right now adviser for the next-gen investor. | 401 Financial | San Diego | CFP | Hourly, Subscription |
| Andrew Nelson | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Ara Oghoorian | ACap Advisors & Accountants | La Verne | CFP, CFA | Percentage of assets, Hourly |