| Nancy Congdon | Blue Water Wealth | Portland | CFP | Percentage of assets, Fixed fees |
| Scott Abrahamson | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Scott Sanders | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Zachary Guffy | Blue Anchor Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Alix Demartino | Defined Wealth Management | Beaverton | CFP | Ongoing planning fee, One-time planning fee |
| Andrea Easterling | Fruitful | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Brenda Stein | Pacific Crest Wealth Management | Grant Pass | CFP | Percentage of assets, Hourly |
| Casie Dunning | Rain or Shine Planning | Portland | CFP | Percentage of assets, Hourly |
| Chet Baxter | Axia Wealth Management | Bend | CFP | Percentage of assets, Hourly |
| Christopher Hatfield | Defined Wealth Management | Beaverton | CFP | Ongoing planning fee, One-time planning fee |
| Douglas Richards | Crest Financial | Elmira | CFP, ChFC | Flat fee or retainer, Hourly |
| Hugo Sanchez | Koenig Investment Advisory | Ashland | CFP | Percentage of assets |
| Jacob Becker | Portland Private Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Jan Schalkwijk | JPS Global Investments | West Linn | CFA | Hourly, One-time planning fee |
| Jeffrey McCullough | Koenig Investment Advisory | Ashland | CFP | Percentage of assets |
| John Burnside | Burnside and Company | Oregon City | CFP | Flat fee or retainer |
| Lorrie Anne Miller | Koenig Investment Advisory | Ashland | CFP | Percentage of assets |
| William Lewis | W.H. Lewis Financial | Eugene | CFP | Percentage of assets, Hourly |
| Alexander Bowers | Pinestar Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Amanda Sletmoe | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Dirk Conradie | Wealth Advisors Northwest | Portland | PFS | Percentage of assets, Fixed fees |
| Edgar Heissler | Heissler Financial | Gresham | CFP, ChFC | Percentage of assets |
| Geoffrey Dougall | Wealth Advisors Northwest | Portland | PFS | Percentage of assets, Fixed fees |
| Goran Ognjenovic | Independent Investment Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Jonathan Nagy | Alpine Road Financial | Bend | Not listed | Percentage of assets, Flat fee or retainer |
| Kaleen Anderson | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Lance Johnson | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Megan Buchanan | Horizons Sustainable Financial Services | Milwaukie | CFP | Percentage of assets, Hourly |
| Nathan Reagan | Handy & Company Financial Advisors | Lake Oswego | PFS | Percentage of assets, Hourly |
| Trevor Bruno | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Valerie Tucker | Summa Global Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Alejandra Peña | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Andrew Jamison | Main Avenue Financial Services, LLC | Beaverton | CFP | Percentage of assets, Hourly |
| Bernard Tan | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Casey Cleveland | Horst & Graben Wealth Management | Portland | CFP, ChFC | Percentage of assets, Hourly |
| Christopher Jones | JGP Wealth Management | Bend | CFP | Percentage of assets, Hourly |
| James Conrads | Capstone Wealth Management Group | Bend | CFP | Hourly |
| Jefferson Withnell | JGP Wealth Management | Bend | CFP | Percentage of assets, Hourly |
| Jeffrey Strode | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Jeremy Watson | Davidson & Watson Financial | Lake Oswego | CFP | Percentage of assets, Fixed fees |
| Jerry Davis | Rain or Shine Planning | Portland | PFS | Percentage of assets, Hourly |
| Katie Martin Hewitt | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Kay Dee Cole | Clarity Wealth Development | Corvallis | CeFT, CFP, RLP, PhD | Percentage of assets, Hourly |
| Kelly McDermott | Serene Point Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Kim Hall | Clarity Wealth Development | Corvallis | CFP | Percentage of assets, Hourly |
| Loren Gard | Capstone Wealth Management Group | Bend | CFP | Hourly |
| Marc Eppinger | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Michael Keeton | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Mitchel Ludtke | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Philip Bagdade | Blue River Capital Management | Portland | CFA | Percentage of assets |