| Michael Elfers | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Michael Handy | Handy & Company Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Michelle Wanless | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Mitchell Chilcott | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Nicole Lindblom | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Patrick Haley | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Pieter Conradie | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Rebecca Rohleder | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Robin Donovan | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Scott Thompson | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Sheree Arntson | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Ted Taplett | Strategic Finance | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Teresa Hughes | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Terrence Scroggin | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Timothy Wood | Foster & Wood | Lake Oswego | Not listed | Percentage of assets, Fixed fees |
| Toby Wolfe | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Todd Newell | Miller Financial Group | Portland | Not listed | Percentage of assets |
| Tyler Johnson | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Joseph Opsahl | Defined Wealth Management | Beaverton | Not listed | Ongoing planning fee, One-time planning fee |