| Chad Wauschek | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Charles Angle | Rssic | San Francisco | CFP | Percentage of assets, Hourly |
| Chaz Fahrner | Sierra Wealth Strategies | San Diego | CFP | Percentage of assets, Hourly |
| Chloe Barnett | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Claudia Fitch | Fitch Financial Advisors | San Francisco | CFP | One-time planning fee |
| Cody Beaumont | HFG Trust | Gilroy | CFP | Percentage of assets, Hourly |
| Cynthia Miller | Greykasell Wealth Strategies | Danville | CFP | Percentage of assets, Hourly |
| Dale Woodward | DW Financial | Anaheim | CFP | Percentage of assets, Hourly |
| David Andrews | Heritage Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| David Chapman | DFS Capital Management | Brea | CFP | Percentage of assets, Hourly |
| David Eisenhauer | Greykasell Wealth Strategies | Danville | CFP | Percentage of assets, Hourly |
| Derek Thomsen | RED Seven Wealth Management | La Palma | CFP | Percentage of assets, Fixed fees |
| Don Hilario | Hilpan Moxie Wealth Management | Irvine | CFP | Percentage of assets, Flat fee or retainer |
| Eric Strong | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Erik Helmstetter | Oder Investment Management | Los Angeles | CFP | Percentage of assets |
| Iftikhar Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| Jefferson Rotherham | Sierra Wealth Strategies | Coronado | CFP | Percentage of assets, Hourly |
| Jeffrey Pih | Pih Investments | South Pasadena | CFP | Percentage of assets |
| Jeffrey Wiyninger | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Jerod Fenton | RED Seven Wealth Management | Escondido | CFP | Percentage of assets, Fixed fees |
| Jessie Hale | Vita Wealth Advisors | Manhattan Beach | CFP | Percentage of assets, Hourly |
| John McCormick | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| John McNertney | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| John Richardson | RED Seven Wealth Management | Escondido | CFP | Percentage of assets, Fixed fees |
| Jordan Gibbs | Heritage Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Joseph Hendrickson | PCM Encore | Folsom | CFP | Percentage of assets, Fixed fees |
| Joseph Sweeney | Sweeney & Michel | Chico | CFP | Percentage of assets, Hourly |
| Justin Mayo | Sierra Wealth Strategies | El Cajon | CFP | Percentage of assets, Hourly |
| Kathleen Adams | Second 50 Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Kenneth Cala | Lowery Thomas | Alameda | CFP | Percentage of assets |
| Kristin Short | Confide | Thousand Oaks | CFP | Percentage of assets, One-time planning fee |
| Lauren Friedlander | Spectrum Financial Management | San Rafael | CFP | Percentage of assets |
| Lori Ong | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Louis Guajardo | Moonshot Planning | Montclair | CFP | Ongoing planning fee |
| Mark Moberg | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Maxwell Gallagher | 24Acres Wealth Management | Redondo Beach | CFP | Percentage of assets, Fixed fees |
| Michael Dunlap | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Michael Manjarrez | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Michael Ryan | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |
| Neil Unger | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Nicholas Ozer | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Noa Hoffman | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Philip Kirshman | Manchester Capital Management | Montecito | CFP, CFA | Percentage of assets, Fixed fees |
| Philip Maravilla | PracticeCFO | San Diego | CFP | Percentage of assets, Fixed fees |
| Portia White | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Richard Davey | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Risley Sams | RHS Financial | San Francisco | CFP | Percentage of assets |
| Robert Agorastos | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Russell Mohberg | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |