| Noah Schwab | Stewardship Concepts Financial Services, LLC | Spokane | CFP | Percentage of assets, Hourly |
| Preston Eder | HFG Trust | Kennewick | Not listed | Percentage of assets, Hourly |
| Quinn Vicars | Financial Plan | Bellingham | Not listed | Percentage of assets, Ongoing planning fee |
| Randy Lundy | PracticeCFO | Seattle | Not listed | Percentage of assets, Fixed fees |
| Reid Kitagawa | Kanso Capital | Kirkland | CFP, MBA | Percentage of assets, Hourly |
| Robert Keilin | Signal Financial Planning, LLC | Issaquah | CFP | Percentage of assets, Hourly |
| Scott Caufield | Sophos Wealth Management | Woodinville | Not listed | Percentage of assets |
| Sean Gross | Telos Wealth Management | Wenatchee | CFP | Hourly |
| Shalina Martos | Martos Wealth Management LLC | Bellevue | CDFA, CFP, Chartered SRI Counselor, CIMA | Percentage of assets, Fixed fees |
| Steve McConnell | Rain Dog Financial | Bellevue | CFP, ChFC | Percentage of assets, Fixed fees |
| Timothy Mosier | Cairn Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Tyson Farmer | Vega Financial | Mercer Island | Not listed | Percentage of assets, Hourly |
| Adam Laibson | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Adam Van Ness | Northwest Straits Financial Services | Bellingham | Not listed | Percentage of assets, Hourly |
| Adam Zimmerman | Columbia River Advisors | Bellevue | ChFC | Percentage of assets, Hourly |
| Adrian Fernandez | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Alan Kepfer | Aspen Financial Management | Cheney | Not listed | Percentage of assets, Hourly |
| Andrew McDirmid | Lodestone Wealth Management | Spokane | Not listed | Percentage of assets, Fixed fees |
| Bao Ly | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Benjamin Lies | Delphi Advisers | Vancouver | Not listed | Percentage of assets, One-time planning fee |
| Bruce Herbert | Newground Social Investment | Seattle | Not listed | Percentage of assets, Hourly |
| Christina Hua | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Christopher Cubbage | Opportunus Wealth Management | Gig Harbor | Not listed | Percentage of assets, Hourly |
| Christopher Niemela | Foresee Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| David Ream | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| David Young | Summit Family Office Services | Woodinville | CFA | Percentage of assets, Hourly |
| Dipit Gupta | Finomenon | Kirkland | Not listed | Percentage of assets, Hourly |
| Dirk Bernd | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Dustin Allbery | Northwest Planning Advisors | Spokane | Not listed | Percentage of assets, Hourly |
| Ellie Buntin | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Felicia Fly | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Gunnar Harrison | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Harry Lawrence | UpFront Financial Planning | Spokane | Not listed | Ongoing planning fee |
| James Hallett | Hallett Advisors | Port Angeles | Not listed | Percentage of assets, Hourly |
| James Hua | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Jason Wilson | Hallett Advisors | Port Angeles | Not listed | Percentage of assets, Hourly |
| Jeffrey Martin | Capital Investment Management | Edmonds | ChFC | Percentage of assets |
| Joshua Moore | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Justin Young | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Konner DeLeon | DeLeon Wealth | Kennewick | Not listed | Percentage of assets, Fixed fees |
| Lettie Sihota | Capstone RIA | Sumas | Not listed | Percentage of assets |
| Martin Link | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| Matthew Hargreaves | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Michael Brown | Foresee Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Quentin Rickey | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Robin Lin | Lin Global Advisors | Kirkland | Not listed | Percentage of assets |
| Shabrish Menon | Finomenon | Kirkland | Not listed | Percentage of assets, Hourly |
| Stephen Allen | Blackburn Financial | Cashmere | Not listed | Percentage of assets, Hourly |
| Susan Van Tress | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Tonye Wokoma | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |