| Derek Campbell | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Derek Finch | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Derrick Smith | Privatus Wealth | Roseville | Not listed | Percentage of assets, Hourly |
| Donald Campbell | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Drew Phillips | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Ellen Himmel | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Eric Cortez | Verus Capital Partners | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Erika Jenkins | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Frank Montes | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Gloria Jones | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Grant Nabell | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Hardik Patel | Trusted Path Wealth Management | Santa Rosa | Not listed | Percentage of assets, Flat fee or retainer |
| Ivan Tokarev | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jacob Ferry | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jacob Schwartz | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Jacqueline Rowe | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| James Naify | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Jason Dow | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Jeremy Keating | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Jeremy Tate | Tate Capital Group | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Joel Kocen | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| John Stachnick | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| John Wills | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Joseph Migdol | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Joshua Miller | Regatta Capital Group | Studio City | Not listed | Percentage of assets, Hourly |
| Joshua Oder | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Justin Read | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Kade Kretzschmar | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Karly Bokosky | Sachi Financial Planning | Newport Beach | Not listed | Percentage of assets, Ongoing planning fee |
| Katie Junk | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Keith Gray | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Keith Gunther | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Kevin Davidson | DW Financial | Anaheim | Not listed | Percentage of assets, Hourly |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Lily Mossayi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Lindsey Diranian | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lisa Margulies | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lucas Franco | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Mark Kriss | Macroclimate | Sausalito | Not listed | Percentage of assets, Flat fee or retainer |
| Mark Vicencio | Lowery Thomas | Pebble Beach | Not listed | Percentage of assets |
| Martin Curiel | MYeCFO | La Jolla | CFA | Percentage of assets, Hourly |
| Maryam Khoshreza | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Michael Munson | MYeCFO | La Jolla | CFA | Percentage of assets, Hourly |
| Michael Rosendahl | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Michele Holton | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Michelle Hams | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Mitchel Needelman | Spectrum Asset Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Nathan Mescobi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Nicholas Giannakopoulos | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |