| Randy Lundy | PracticeCFO | Seattle | Not listed | Percentage of assets, Fixed fees |
| Rey Santodomingo | Garde Capital | Seattle | CFP, CFA | Percentage of assets, Hourly |
| Richard Severs | Garde Capital | Seattle | CFP, CFA | Percentage of assets, Hourly |
| Robert Keilin | Signal Financial Planning, LLC | Issaquah | CFP | Percentage of assets, Hourly |
| Roy Hamrick | Hamrick Investment Counsel | Seattle | CFA | 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 |
| Steven Kleyn | Aletheian Wealth Advisors | Bellevue | CFA | Percentage of assets, Fixed fees |
| Terry Bradford-Crane | BradfordCrane Company LLC | South Colby | CFP, MBA | Hourly, Fixed fees |
| Timothy Mosier | Cairn Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Adam Laibson | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Andrew McDirmid | Lodestone Wealth Management | Spokane | Not listed | Percentage of assets, Fixed 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 |
| 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 |
| Cody Gunn | Arrowstone Wealth | Malaga | Not listed | Percentage of assets |
| David Ream | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| David Williams | Multnomah Group | Port Orchard | CFA | Percentage of assets, Hourly |
| 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 |
| Don Morgan | Colmina | Spokane Valley | Not listed | Percentage of assets, Hourly |
| Dustin Allbery | Northwest Planning Advisors | Spokane | Not listed | Percentage of assets, Hourly |
| Edward Riley | Colmina | Seattle | 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 |
| Jack Dolan | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Jamie Langlow | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Joshua Moore | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Konner DeLeon | DeLeon Wealth | Kennewick | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Matthew Pickett | Colmina | Seattle | Not listed | Percentage of assets, Hourly |
| Michael Brown | Foresee Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Nathan Dively | Colmina | Seattle | Not listed | Percentage of assets, Hourly |
| Nathan Mumford | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Patrick Severson | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Quentin Rickey | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Ryan Halleran | GenSphere Private Wealth | Sammamish | Not listed | Percentage of assets, One-time planning fee |
| Samuel Wisneski | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Ward Williams | Better Tomorrow Financial | Seattle | Not listed | Flat fee or retainer |
| William Hicks | Sapling Wealth Management | Seattle | Not listed | One-time planning fee |