| Bruno Krenn | Pacific Capital | Corona | Not listed | Percentage of assets, Fixed fees |
| Chad Willardson | Pacific Capital | Corona | Not listed | Percentage of assets, Fixed fees |
| Charles McAteer | ARIA Wealth Management | Saratoga | Not listed | Percentage of assets, Hourly |
| Clayton Earle | Elevate Wealth Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Clifford Kolson | Family Wealth Leadership | Irvine | Not listed | Percentage of assets, Hourly |
| Dezaree Seeds | Sierra Ocean | Ripon | CFP | Percentage of assets, Fixed fees |
| Emmanuel Afolayan | Lindsey & Lindsey Wealth Management | San Jose | Not listed | Percentage of assets, Hourly |
| Eric Bergquist | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Erik Bagley | Kotys Wealth Professionals | Folsom | Not listed | Percentage of assets, Hourly |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Gladys Limones | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Guillermo Amoretty | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Henry Ford | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Ian Goldey | GoTo Financial | Westlake Village | Not listed | Percentage of assets, Hourly |
| Jeffrey Burrow | Sierra Ocean | Ripon | CFP | Percentage of assets, Fixed fees |
| John Bell | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Lorenz | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Jorden Bastien | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Kenneth Gillespie | Hermosa Wealth Management | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Kimberly Overby | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Lee Jones | Tangent Retirement | Irvine | Not listed | Percentage of assets, Flat fee or retainer |
| Linda Yu | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| M'Lissa Brillhart | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Malique Micenheimer | WIN Private Wealth | Elk Grove | Not listed | Percentage of assets, Flat fee or retainer |
| Maria Ojeda Partida | Shah Wealth Advisors | Chino Hills | Not listed | Percentage of assets, Fixed fees |
| Martin Rascon | Weatherly Asset Management | Del Mar | CFA | Percentage of assets, Fixed fees |
| Marylynn Ford | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Matthew Heller | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Matthew Sassani | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Megan Rouse | Megan Rouse Financial Planning | Dublin | CFP | Hourly |
| Nihar Shah | Shah Wealth Advisors | Chino Hills | Not listed | Percentage of assets, Fixed fees |
| Richard Hughes | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Robert Cardenas | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Rodrigo Nevado | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Steven Campeas | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Tyler Trahan | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Aaron Morris | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Amanda Rocca | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Amy McGinnis | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Ariel Hartounian | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Ashley Gardiner | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Ben Emons | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Benjamin Fookes | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Benjamin Satterfield | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Bradley Hartman | Hartman Financial Planning | Santa Clarita | Not listed | Hourly, Ongoing planning fee |
| Brian Grimditch | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Brian Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Cameron Smith | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Christopher Moore | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |