| Brandon Berman | Total Wealth Services | Westlake Village | CFP | Percentage of assets |
| Cassidy Murphy | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Chad Wauschek | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Cherie Putman | Women's Wellness and Wealth | Torrance | CFP | Percentage of assets, Hourly |
| Chloe Barnett | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Cody Beaumont | HFG Trust | Gilroy | CFP | Percentage of assets, Hourly |
| Cynthia Miller | Greykasell Wealth Strategies | Danville | CFP | Percentage of assets, Hourly |
| David Chapman | DFS Capital Management | Brea | CFP | Percentage of assets, Hourly |
| David Chong | Oaktree Wealth Group | Brea | CFP, CFA | Percentage of assets, One-time planning fee |
| David Eisenhauer | Greykasell Wealth Strategies | Danville | CFP | Percentage of assets, Hourly |
| Evan Davies | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives | LourdMurray | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Jeffrey Pih | Pih Investments | South Pasadena | CFP | Percentage of assets |
| Jeffrey Wiyninger | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| John Kamola | JW Financial Advisors | Santa Rosa | CFP | Flat fee or retainer, Hourly |
| John McCormick | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Joseph Clark | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Louis Guajardo | Moonshot Planning | Montclair | CFP | Ongoing planning fee |
| Mark Hill | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Matthew Crisafulli | ACap Advisors & Accountants | Studio City | CFP | Percentage of assets, Hourly |
| Maxwell Gallagher | 24Acres Wealth Management | Redondo Beach | CFP | Percentage of assets, Fixed fees |
| Michael Dunlap | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |
| Millu Ramirez | Highline Wealth Partners | Sherman Oaks | CFP | Percentage of assets, Hourly |
| Nicholas Ozer | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Paul Dedora | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Philip Maravilla | PracticeCFO | San Diego | CFP | Percentage of assets, Fixed fees |
| Rand Borresen | Ascend Financial Advisers | Irvine | CFP | Percentage of assets, Hourly |
| Richard Davey | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Richard Hewitt | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. | Daniel M Kavanaugh CPA Inc | Pleasanton | CPA | Percentage of assets, Flat fee or retainer |
| Russell Mohberg | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Ryan Brizendine | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Ryan McGuire | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Sharon Khan | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Shawn Hsieh | Highline Wealth Partners | Sherman Oaks | CFP, CFA | Percentage of assets, Hourly |
| Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. | Manetta Wealth Management | San Ramon | Not listed | Percentage of assets |
| Thomas Schulte | Napier Financial | Santa Clarita | CFP | Percentage of assets, Hourly |
| Trevor Scotto | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Wesley Read | PracticeCFO | San Diego | CFP | Percentage of assets, Fixed fees |
| 5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. | 5T Wealth Management | Napa | CFA | Percentage of assets |
| Andrea Taylor | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Aubrey Brown | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Benjamin Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Brent Woolsey | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Brenton Armstrong | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Brooke Kelly | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Chase Hayhurst | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Chengkuo Chen | Redwood Money | San Jose | Not listed | Percentage of assets, Ongoing planning fee |
| Christina Gamache | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |