| Wendiguiata Ouedraogo | McIlrath | Eck | Arlington | ChFC | Percentage of assets, Hourly |
| Thomas Bailey | Broadview Wealth Management | Kirkland | Not listed | Percentage of assets, One-time planning fee |
| Thomas Fletcher | GenSphere Private Wealth | Gig Harbor | CFA | Percentage of assets, One-time planning fee |
| Jeffrey Ross | The Planner's Edge | Mercer Island | CFP | Percentage of assets, Ongoing planning fee |
| Adam Van Ness | Northwest Straits Financial Services | Bellingham | Not listed | Percentage of assets, Hourly |
| Benjamin Lies | Delphi Advisers | Vancouver | Not listed | Percentage of assets, One-time planning fee |
| Dirk Bernd | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, 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 |
| Matthew Hargreaves | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| 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 |
| Susan Van Tress | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| William Hicks | Sapling Wealth Management | Seattle | Not listed | One-time planning fee |
| Charles Cutter | Briarwood Financial | Gig Harbor | Not listed | Ongoing planning fee, One-time planning fee |
| Deanna Nowadnick | The Planner's Edge | Mercer Island | Not listed | Percentage of assets, Ongoing planning fee |
| Lydja Williams | Williams 360 Financial Advisory | Bellevue | Not listed | One-time planning fee, Ongoing planning fee |
| Ryan Rourke | The Planner's Edge | Mercer Island | Not listed | Percentage of assets, Ongoing planning fee |