| Mohammed Khalid | Nabata Investment Group | Mountlake Terrace | Not listed | Percentage of assets, Hourly |
| Quinn Vicars | Financial Plan | Bellingham | Not listed | Percentage of assets, Ongoing planning fee |
| Randy Lundy | PracticeCFO | Seattle | Not listed | Percentage of assets, Fixed fees |
| Ruchi Sengar | Better Financial Services | Federal Way | Not listed | Percentage of assets, Hourly |
| Scott Caufield | Sophos Wealth Management | Woodinville | Not listed | Percentage of assets |
| Shaina Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| 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 Laibson | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Adam Van Ness | Northwest Straits Financial Services | Bellingham | Not listed | Percentage of assets, Hourly |
| Adrian Fernandez | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Alan Kepfer | Aspen Financial Management | Cheney | Not listed | Percentage of assets, Hourly |
| Andrew McDirmid | Lodestone Wealth Management | Spokane | Not listed | Percentage of assets, Fixed fees |
| Andrew Strong | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Bao Ly | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Benjamin Lies | Delphi Advisers | Vancouver | Not listed | Percentage of assets, One-time planning fee |
| Bruce Petrie | Petrie Capital Management | Seattle | Not listed | Percentage of assets, Performance-based fees |
| Christina Hua | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| 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 |
| Devin Jackson | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| 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 |
| Eric Linger | Sherwood Investments | Redmond | Not listed | Percentage of assets |
| 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 |
| James Hallett | Hallett Advisors | Port Angeles | Not listed | Percentage of assets, Hourly |
| James Hua | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Jamie Langlow | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Jason Wilson | Hallett Advisors | Port Angeles | Not listed | Percentage of assets, Hourly |
| Jeffrey Martin | Capital Investment Management | Edmonds | ChFC | Percentage of assets |
| Joshua Moore | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Julie Scott | Martel Wealth Advisors | Sequim | Not listed | Percentage of assets |
| 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 |
| Lettie Sihota | Capstone RIA | Sumas | Not listed | Percentage of assets |
| Lloyd Caudle | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| 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 |
| Michele Madasz | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| 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 |