| Erica Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Jacqueline Thompson | Allium Financial Advisors | Lake Oswego | CFP | Percentage of assets, Hourly |
| Jesse Coffee | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Marc Kadomatsu | Human Investing | Lake Oswego | CFP, ChFC | Percentage of assets |
| Mark Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Matthew Mathiesen | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Nancy Congdon | Blue Water Wealth | Portland | CFP | Percentage of assets, Fixed fees |
| Pradeep Tempalli | Allium Financial Advisors | Lake Oswego | CFP, CFA | Percentage of assets, Hourly |
| Scott Abrahamson | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Scott Sanders | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Steven Jamison | Jamison Hanson | Salem | CFP | Percentage of assets, Hourly |
| William Kellar | Human Investing | Lake Oswego | CFP | Percentage of assets |
| 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 |
| David Case | Planful Finance | Lake Oswego | CFP | Percentage of assets, One-time planning fee |
| Douglas Richards | Crest Financial | Elmira | CFP, ChFC | Flat fee or retainer, Hourly |
| Frederick Payne | Swiftwater Capital | Lake Oswego | CFP | Percentage of assets, Hourly |
| Jan Schalkwijk | JPS Global Investments | West Linn | CFA | Hourly, One-time planning fee |
| John Burnside | Burnside and Company | Oregon City | CFP | Flat fee or retainer |
| Ryan Genor | CLS Financial Advisors | Portland | PFS | Percentage of assets, Ongoing planning fee |
| Sarah Lane | CLS Financial Advisors | Portland | PFS | Percentage of assets, Ongoing planning fee |
| Scott Frey | Planful Finance | Lake Oswego | CFP | Percentage of assets, One-time planning fee |
| 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 |
| Andrew Gladhill | Human Investing | Lake Oswego | CFA | Percentage of assets |
| Cameron Tonning | 2260 West | Bend | CFP | Hourly |
| Craig Olson | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| David Walters | Palisades Hudson Financial Group | Hillsboro | CFP | Percentage of assets, Fixed fees |
| Dirk Conradie | Wealth Advisors Northwest | Portland | PFS | Percentage of assets, Fixed fees |
| Emily Zinn | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Geoffrey Dougall | Wealth Advisors Northwest | Portland | PFS | Percentage of assets, Fixed fees |
| Goran Ognjenovic | Independent Investment Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Jake Larson | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Jonathan Nagy | Alpine Road Financial | Bend | Not listed | Percentage of assets, Flat fee or retainer |
| Jordan Fee | Allium Financial Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Kaleen Anderson | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Keegan Denn | FIDELIS iM | Medford | CFP | Percentage of assets, Fixed fees |
| Kyle Dover | 2260 West | Bend | CFP | Hourly |
| Lance Johnson | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Matthew Vance | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Megan Buchanan | Horizons Sustainable Financial Services | Milwaukie | CFP | Percentage of assets, Hourly |
| Melinda Agosta | Farnam Financial | Molalla | Not listed | Percentage of assets |
| Nathan Reagan | Handy & Company Financial Advisors | Lake Oswego | PFS | Percentage of assets, Hourly |
| Nelson Rutherford | Multnomah Group | Portland | CFP, PFS | Percentage of assets, Hourly |
| Nicholas Blankl | Consilium Wealth Advisory | West Linn | CFA | Percentage of assets, Fixed fees |
| Paige Clausen | 2260 West | Bend | CFP | Hourly |