| Steven Jamison | Jamison Hanson | Salem | CFP | Percentage of assets, Hourly |
| Alix Demartino | Defined Wealth Management | Beaverton | CFP | Ongoing planning fee, One-time planning fee |
| Brenda Stein | Pacific Crest Wealth Management | Grant Pass | 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 |
| Douglas Richards | Crest Financial | Elmira | CFP, ChFC | Flat fee or retainer, Hourly |
| Jacob Becker | Portland Private Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| William Lewis | W.H. Lewis Financial | Eugene | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Geoffrey Dougall | Wealth Advisors Northwest | Portland | PFS | Percentage of assets, Fixed fees |
| Goran Ognjenovic | Independent Investment Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| 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 |
| Lance Johnson | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Melinda Agosta | Farnam Financial | Molalla | Not listed | Percentage of assets |
| Nicholas Blankl | Consilium Wealth Advisory | West Linn | CFA | Percentage of assets, Fixed fees |
| Trevor Bruno | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Valerie Tucker | Summa Global Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Alejandra Peña | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Bernard Tan | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Brandon Trank | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Christian D'Urso | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| James Spangler | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Jeffrey Strode | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Katie Martin Hewitt | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Marc Eppinger | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Michael Keeton | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Michael McCabe | Kera Capital | Bend | Not listed | Percentage of assets, Hourly |
| Mitchel Ludtke | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Robert Warmkessel | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Selene Sullivan | Pacific Crest Wealth Management | Eugene | PFS | Percentage of assets, Hourly |
| Soojin Hwang | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Autumn Armbruster | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Benjamin Newell | Miller Financial Group | Portland | Not listed | Percentage of assets |
| Carrie Jorgensen | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Daniel Evans | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| Drake Dunlap | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Dustin Fadenrecht | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Eli Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | Not listed | Percentage of assets, Hourly |
| Elizabeth Kombrink | Willamette Wealth Partners | Eugene | Not listed | Percentage of assets |
| Gerrin Degroot | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Grant Finter | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Ian Skurdal | RiskBridge Advisors | Eugene | Not listed | Percentage of assets, Hourly |
| Jada Fouch | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Jadyn Kerns-Funk | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Jared Pearson | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| Jennifer Paterson | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |