| Christina Hua | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| 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 |
| Don Morgan | Colmina | Spokane Valley | Not listed | Percentage of assets, Hourly |
| Edward Riley | Colmina | Seattle | Not listed | Percentage of assets, Hourly |
| Eric Linger | Sherwood Investments | Redmond | Not listed | Percentage of assets |
| Felicia Fly | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| James Hua | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| James Ridgeway | Leeward Financial Partners | Bellevue | Not listed | Percentage of assets, Hourly |
| 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 |
| Justin Young | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| 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 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 |
| Patrick Severson | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Petr Burunov | Ambassador Wealth Management | Vancouver | Not listed | Percentage of assets, 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 |
| Stephen Allen | Blackburn Financial | Cashmere | Not listed | Percentage of assets, Hourly |
| Tonye Wokoma | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Ward Williams | Better Tomorrow Financial | Seattle | Not listed | Flat fee or retainer |
| Wayne Best | Tamalpais Asset Management | La Conner | Not listed | Percentage of assets |
| Cathie Arthurs | Wayfinding Financial | Lynnwood | Not listed | Percentage of assets, Hourly |
| Joseph Fondahn | Fondahn CPA | Walla Walla | Not listed | Percentage of assets, Hourly |
| Michael Smith | Emerald Advisors | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Sylvia Gilmore | Aletheian Wealth Advisors | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Timothy Rhee | Rainier Family Wealth | Tacoma | Not listed | Percentage of assets |
| Trent O'Neal | Wayfinding Financial | Lynnwood | Not listed | Percentage of assets, Hourly |
| Chase Matriotti | Chaney Capital Management | Lynnwood | Not listed | Percentage of assets |
| Hannah Hein | Chaney Capital Management | Lynnwood | Not listed | Percentage of assets |
| Jacob O'Connell | Chaney Capital Management | Lynnwood | Not listed | Percentage of assets |
| Kelli Denney | Armour Wealth Advisors | Tumwater | Not listed | Percentage of assets |
| Kevin Massey | Chaney Capital Management | Lynnwood | Not listed | Percentage of assets |
| Lynda Bartsch | Chaney Capital Management | Lynnwood | Not listed | Percentage of assets |
| Samuel Khalil | Wide Eye Capital | Vancouver | Not listed | Ongoing planning fee |
| Stephen Chaney | Chaney Capital Management | Lynnwood | Not listed | Percentage of assets |