| Christopher D'Arcy | D'Arcy Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Daniel Vistica | Vistica Wealth Advisors | Carlsbad | Not listed | Percentage of assets, Flat fee or retainer |
| Devin Blodgett | Blodgett Wealth Advisors | Brentwood | CFP | Percentage of assets, Hourly |
| Emily Bushong | Kaizen Financial Advisors | Canyon Lake | CFP | Percentage of assets, Hourly |
| Genecar Vivo | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Glenn Tom | Personal Best Financial | Oakland | CFP | Ongoing planning fee |
| Hollyn Sekiguchi | Pasadena Private Wealth | Pasadena | CFP | Percentage of assets, Hourly |
| James Sutton | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Qiu | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jeffrey Wu | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Kelli Burger | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Matthew Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Melanie Perry | Sustainable Wealth Advisory Group | Los Angeles | CFP | Percentage of assets, Hourly |
| Michael Power | Power Investing | Danville | CFP | Percentage of assets, Hourly |
| Nathan Cultice | Castle Wealth Planning | Santa Barbara | CFP | Percentage of assets, Hourly |
| Randa Hoffman | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Ryan Richardson | Weatherly Asset Management | Del Mar | CFP, ChFC | Percentage of assets, Fixed fees |
| Sean O'Brien | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Steven Cliadakis | Altum Wealth Advisors | Chico | CFP | Percentage of assets, Fixed fees |
| Andy Chong | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Anjali Jayakumar | FIT Advisors | Redondo Beach | CFP | Percentage of assets, Hourly |
| Brandon Hobson | PracticeCFO | San Diego | CFA | Percentage of assets, Fixed fees |
| Britt Joyce | Regatta Capital Group | El Segundo | CFA | Percentage of assets, Hourly |
| Christopher Russell | Tempus Pecunia | San Diego | CFP | Percentage of assets, Fixed fees |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Edi Alvarez | Aikapa Wealth Planning & Management | Corte Madera | CFP | Flat fee or retainer |
| Janet Larsen | Step Financial | Seal Beach | CFP | Percentage of assets, Hourly |
| Jonathan Rugg | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Joshua Hayes | Curtis Advisory Group | Santa Barbara | CFP | Percentage of assets, Hourly |
| Juerg Ciceri | JC Financial Planning & Investments | Long Beach | CFP | Percentage of assets, Ongoing planning fee |
| Keith Hays | Creative Capitalists | Glendale | Not listed | Hourly, Flat fee or retainer |
| Lamberto Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Mark Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Matthew Davis | Financial Planning for Generations | Encino | CFP | Hourly |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Noah Damsky | Marina Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Richard Barnett | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Richard Connett | Integrity Wealth Partners | Walnut Creek | CFP | Percentage of assets, Hourly |
| Sevag Ossipian | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Sevak Khachatoorian | Up&Up Capital | Glendale | Not listed | Percentage of assets |
| Sheldon Goldman | Goldman Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Adam Meyers | GoTo Financial | Ventura | Not listed | Percentage of assets, Hourly |
| Anders Norrman | Spreckels | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Arek Puzia | PathWise | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Arthur Swalley | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Benjamin Stewart | Stewart Wealth Management | San Rafael | Not listed | Percentage of assets |
| Beverly Patton | Syrios Wealth Management Group | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Brian Beckman | Hermosa Wealth Management | Torrance | Not listed | Percentage of assets, Hourly |