| Matthew Knuth | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Michel Swanson | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Noel Bennett | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Olivia Stordahl | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Peter Hedberg | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Sophia Berglund | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Terry Robinette | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| William Stordahl | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Abigail Kovach | Kovach Financial Planning, LLC. | Lafayette | CFP | Ongoing planning fee, One-time planning fee |
| Jacob Phelps | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Mitchell Moore | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| William Snider | ONE Advisory Partners | Highlands Ranch | Not listed | Ongoing planning fee, Percentage of assets |
| Ethan Braid | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Maia Babbs | Lariat Wealth Management | Denver | CFA | Percentage of assets |
| Michael Olafsson | IWR Advisors | Denver | Not listed | Percentage of assets |
| Stelianos Elenis | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Suzue Sato | MoneyCafe Advisors | Denver | Not listed | Hourly, Fixed fees |
| Chad Young | Young Financial Planning | Lafayette | Not listed | Flat fee or retainer, Percentage of assets |
| Craig Johnston | Fiduciary Counsel | Englewood | Not listed | Percentage of assets, Hourly |
| Gregory Lessard | Aspen Leaf Wealth Management | Golden | Not listed | Percentage of assets |
| Kyle DeMers | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Michelle Francis | Life Story Financial | Arvada | Not listed | Flat fee or retainer, Percentage of assets |
| Nicholas Coleman | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Sarah Price | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Caspian Campaigne | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| John Fitzgerald | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Jordan Ney | Blue Water Wealth | Denver | Not listed | Percentage of assets, Fixed fees |
| Lauren Procknow | Stordahl Capital Management | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Linda Gardner | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Noah Krier | Stordahl Capital Management | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Zachary Roberts | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Gregory Johnson | Multnomah Group | Centennial | Not listed | Percentage of assets, Hourly |
| Meghan Lynch | Lynch Financial Group | Denver | Not listed | Percentage of assets, Fixed fees |