| Gregory Barker | Barker Wealth Management | Camas | CFP | Percentage of assets, Hourly |
| Henry Wurst | Garde Capital | Seattle | CFP | Percentage of assets, Hourly |
| Jason Preti | Unleashed Financial LLC | Kirkland | CFP | Percentage of assets, Hourly |
| Jeffrey Ross | The Planner's Edge | Mercer Island | CFP | Percentage of assets, Ongoing planning fee |
| Jon Zetlmaier | Zetlmaier Wealth Management LLC | Seattle | AIF, CFP | Percentage of assets, Hourly |
| Kurt Heineman | Vision Casting Financial Planning, LLC | Spokane | CFP | Percentage of assets, Hourly |
| Levi Westra | Financial Plan | Bellingham | Not listed | Percentage of assets, Ongoing planning fee |
| Lydia Lok | Financial Plan | Bellingham | Not listed | Percentage of assets, Ongoing planning fee |
| Mailinh Vu | Financial Plan | Bellingham | Not listed | Percentage of assets, Ongoing planning fee |
| Mohammed Khalid | Nabata Investment Group | Mountlake Terrace | Not listed | Percentage of assets, Hourly |
| Nick Reilly | One Day Wealth | Seattle | CFP | Percentage of assets, Hourly |
| 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 |
| Rachel Jennison | Paysse Jennison | Mercer Island | CFP | Hourly, Flat fee or retainer |
| Reid Kitagawa | Kanso Capital | Kirkland | CFP, MBA | Percentage of assets, Hourly |
| 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 |
| Ruchi Sengar | Better Financial Services | Federal Way | Not listed | Percentage of assets, Hourly |
| Scott Caufield | Sophos Wealth Management | Woodinville | Not listed | Percentage of assets |
| Sean Gross | Telos Wealth Management | Wenatchee | CFP | Hourly |
| Shaina Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Susan Schreiner | Schreiner Financial Solutions | Aberdeen | CFP, EA | Hourly |
| 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 |
| Tyson Farmer | Vega Financial | Mercer Island | Not listed | Percentage of assets, Hourly |
| 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 |
| Alan Kepfer | Aspen Financial Management | Cheney | Not listed | Percentage of assets, Hourly |
| 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 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 |
| 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 Ridgeway | Leeward Financial Partners | Bellevue | Not listed | Percentage of assets, Hourly |
| Jason Wilson | Hallett Advisors | Port Angeles | Not listed | Percentage of assets, Hourly |
| Matthew Hargreaves | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |