| Anthony McEahern | Gilpin Wealth Management | Golden | CFP | Percentage of assets, Hourly |
| Benjamin Weaver | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Brian Lichtenheld | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Christian West | Rigden Capital Strategies | Englewood | CFP | Percentage of assets, Hourly |
| Craig Morgan | Colmina | Colorado Springs | CFP | Percentage of assets, Hourly |
| David Ybarra | Aspired Wealth | Loveland | CFP | Flat fee or retainer, One-time planning fee |
| Donald Dority | Narrow Path Financial | Fort Collins | CFP, PFS | Percentage of assets |
| Emily Dyer-Wolfe | Rigden Capital Strategies | Englewood | CFP | Percentage of assets, Hourly |
| Jason Taylor | Taylor's Financial | Fort Collins | CFP | Percentage of assets, Fixed fees |
| Joel Cavaliere | Blue Heron Capital | Englewood | CFP | Percentage of assets, Hourly |
| John Glasman | Gilpin Wealth Management | Golden | CFP, CFA | Percentage of assets, Hourly |
| Jonathan Fecko | Elevate Wealth Management | Littleton | CFP | Percentage of assets, Hourly |
| Jonathan Zeschin | Essential Investment Partners | Englewood | CFP | Percentage of assets |
| Joshua Rigden | Rigden Capital Strategies | Englewood | CFP | Percentage of assets, Hourly |
| Julie Martinez | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Justin Soucie | G&S Capital | Denver | CFP | Percentage of assets, Hourly |
| Kathrin Biscornet | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lily Beitel-Horton | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lindy Yoshida | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lisa Isaacson | Canyon Creek Investment Advisors | Montrose | CFP, PFS | Percentage of assets, Hourly |
| Logan Richard | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Louis Harris | G&S Capital | Denver | CFP | Percentage of assets, Hourly |
| Lynda Gregory | Boulder Canyon Financial | Lafayette | CFP | Percentage of assets |
| Matthew Knuth | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Michel Swanson | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Olivia Stordahl | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Raliegh Riddoch | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Ryan Williams | G&S Capital | Denver | CFP | Percentage of assets, Hourly |
| Samuel Tenney | Fidelis Wealth Advisors | Castle Rock | CFP | Percentage of assets, Fixed fees |
| Steven Szafranski | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Tami Carroll | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Timothy Wojtalik | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| William Shriver | Gilpin Wealth Management | Golden | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| Andrea Searle | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Andrew Dodds | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Brennan Pate | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Brian Kinney | Financial Life Journeys | Peyton | CFP | Percentage of assets, Ongoing planning fee |
| Brian Sells | Peak Financial Advisors | Denver | CFP | Percentage of assets, Fixed fees |
| Charles Dunn | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Charles Tobler | Star Financial Services | Denver | CFP | Hourly, Flat fee or retainer |
| Debbie Freeman | Peak Financial Advisors | Denver | CFP | Percentage of assets, Fixed fees |
| Derek Wolff | Wolff Financial Advisors | Broomfield | CFP | Percentage of assets, Hourly |
| Emily Lucero | Colorado Capital Management | Boulder | CFP | Percentage of assets |
| Emmanuel Eliason | Eliason Wealth Management | Centennial | CFP | Percentage of assets, Fixed fees |
| Emmett Fehlau-Barton | TrueInsights CFO | Erie | CFP | Ongoing planning fee, One-time planning fee |
| Gavin Forrest | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Geoffrey Schaefer | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Gregory Anderson | GRAnderson Wealth Management Group | Denver | CFP | Percentage of assets, Hourly |