| Christopher Hughes | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Daniel Huffman | Cornerstone Financial Planning | Other | ChFC | Flat fee or retainer, Ongoing planning fee |
| Daniel McCurdy | McCurdy Financial Solutions | Rocklin | CFP, ChFC, CFA | Percentage of assets, Hourly |
| David Chenet | Presidio Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| David Espineira | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| David Hutchison | Triad Investment Management | Newport Beach | CFA | Percentage of assets |
| David Wolfensperger | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Emily Hermeno | Prosperity Road | Santa Ana | CFP | Percentage of assets, Hourly |
| Emin Nabiyev | TriFlame Capital | Roseville | CFP, ChFC | Percentage of assets, One-time planning fee |
| 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 |
| Heidi Phan | Rebalance | Palo Alto | CFP | Percentage of assets |
| Jared Barnecut | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Jennifer Strong | Kate Capital Group | Westlake Village | CFP | Percentage of assets, Hourly |
| Jeremy Kovacevich | Kaiyo Wealth | San Diego | CFP | Percentage of assets |
| Jeremy Welch | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Jodi Vleck | Beta Wealth Group | San Diego | CFP | Percentage of assets |
| John Heldman | Triad Investment Management | Laguna Niguel | CFA | Percentage of assets |
| 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 |
| Juliana Moravy | Elmwood Wealth Management | Berkeley | CFP | Percentage of assets, Hourly |
| Kelly Randall | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Kyle Jones | Lindsey & Lindsey Wealth Management | Culver City | CFP | Percentage of assets, Hourly |
| Mary Storjohann | Allora Wealth | Chula Vista | CFP | Percentage of assets, Hourly |
| Matthew Cobas | Kaiyo Wealth | San Diego | CFP | Percentage of assets |
| Matthew Jude | Rebalance | Sacramento | CFP | Percentage of assets |
| Morgan Fippinger | Pacific Capital | Corona | CFP, CFA | Percentage of assets, Fixed fees |
| Nicholas Bzovi | Ducere Wealth Management | Newport Beach | CFA | Percentage of assets |
| Randall Francis | Pacific Capital | Corona | CFP | Percentage of assets, Fixed fees |
| Rielle Sanidad | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Robert Enright | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Scott Pearring | Seek First | Campbell | CFP | Percentage of assets, Fixed fees |
| Shannon Lemon | Elmwood Wealth Management | Berkeley | CFP | Percentage of assets, Hourly |
| Shawn Landis | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Sonja Breeding | Rebalance | Palo Alto | CFP | Percentage of assets |
| Stacey Panenhanouvong | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stone Churby | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Stuart Schiffman | Compound Wealth Advisors | San Diego | CFP, ChFC | One-time planning fee |
| Taylor Heininger | Cloud Capital Management | El Segundo | CFA | Percentage of assets |
| Troy Daum | Wealth Analytics | Poway | CFP | Percentage of assets, Hourly |
| Aaron Karas | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Alexander Boeri | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Angel Brown | asendo wealth | San Diego | CFP | Percentage of assets, Hourly |
| Benjamin Sampson | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Brandon Berman | Total Wealth Services | Westlake Village | CFP | Percentage of assets |
| Brenda Friedlander | Spectrum Financial Management | San Rafael | CFP | Percentage of assets |
| Brian Proses | Rational Investment Management | Mill Valley | CFP | Percentage of assets |
| Brian Stormont | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Cassidy Murphy | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Chad Valchar | R.I.T. Wealth Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |