| Henry Schaefer | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Jason Black | Colorado Capital Management | Boulder | CFP | Percentage of assets |
| Jason Brooks | Indelible Wealth Group | Berthoud | CFP | Percentage of assets, Hourly |
| Jeffrey Schaefer | Schaefer Financial Management | Englewood | CFP | Percentage of assets, Hourly |
| John Dodds | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| John Garmhausen | First Look Capital Management | Crested Butte | CFP, CFA | Percentage of assets, Hourly |
| John Trujillo | West End Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Kirsten Hollander | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Lisa Cowan | Welch Financial Planning | Boulder | CFP | Percentage of assets, Hourly |
| Lowell Hansen | Schaefer Financial Management | Englewood | CFP | Percentage of assets, Hourly |
| Mark Perrault | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Mark Starosciak | Infinium Investment Advisors | Denver | CFP | Percentage of assets, Hourly |
| Rebecca Aardal | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Russell Adelmann | Adelmann Financial | Colorado Springs | CFP | Percentage of assets |
| Ryan Stout | Theory Financial | Fort Collins | CFP | Percentage of assets |
| Sanchi Ranyal | Fruitful | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Steven Teselle | Dorato Capital Management | Denver | CFP, CFA | Percentage of assets, Hourly |
| Thomas Braun | Theory Financial | Fort Collins | CFP, ChFC | Percentage of assets |
| Tina Watson | One Brick Planning | Colorado Springs | CFP | Percentage of assets, One-time planning fee |
| Todd Lebor | Snowball Wealth Management | Boulder | CFP | Percentage of assets, Flat fee or retainer |
| Tron Welch | Welch Financial Planning | Boulder | CFP | Percentage of assets, Hourly |
| William Adelmann | Adelmann Financial | Colorado Springs | CFP | Percentage of assets |
| Adam Joice | Aspen Grove Capital | Avon | CFP | Percentage of assets, Fixed fees |
| Ashley Vice | Solitude Financial | Denver | CFP, CFA | Percentage of assets, Hourly |
| Christian Johnson | Capital Investment Counsel | Denver | CFP | Percentage of assets |
| Coleman Shwayder | 7Two | Denver | CFP | Percentage of assets, Fixed fees |
| David Darmour | Cornerstone Investment Advisors | Boulder | CFP, CFA | Percentage of assets, Hourly |
| Declan Lane | Capital Investment Counsel | Denver | CFP | Percentage of assets |
| Dennis Channer | Cornerstone Investment Advisors | Boulder | CFP | Percentage of assets, Hourly |
| Heather Holtzinger | RoseCap Financial Advisors | Denver | CFP | Percentage of assets |
| Jake Johnson | Capital Investment Counsel | Denver | CFP | Percentage of assets |
| Jeremy Shevlin | Toro West Capital Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Kevin McNab | ACE Wealth Partners | Westminster | CFP, ChFC | Percentage of assets, Hourly |
| Nichole Graham | Regista Financial Strategies | Denver | CFP | Percentage of assets, Hourly |
| Philip Luccock | Financially Speaking | Greenwood Village | CFP | Percentage of assets, Fixed fees |
| Stephen Dreiling | Capital Investment Counsel | Denver | CFP | Percentage of assets |
| Aaron Anderson | FIT Asset Management | Centennial | CFP, ChFC | Percentage of assets, Fixed fees |
| Adrian Hovey | Clear Capital Management | Westminster | CFP | Percentage of assets, Hourly |
| Arlen Olberding | Guidepost Financial Planning | Fort Collins | CFP, MBA | Percentage of assets, Hourly |
| Betty Wang | BW Financial Planning | Denver | CFP, RICP, TPCP | Not listed |
| Brian Aberle | Aberle Investment Management | Eagle | CFP | Percentage of assets, Hourly |
| Brian Joyce | Intelligent Investing | Loveland | CFP | Percentage of assets |
| Christopher Davis | Brightwork Wealth Management | Colorado Springs | CFP | Percentage of assets |
| Corey Wiederholt | Trailpoint Financial Planning, LLC | Parker | CFP, CPA | Percentage of assets, Hourly |
| David Johanson | Scope Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| DeeDee Baze | DCG Advisory | Estes Park | CFP, EA | Percentage of assets, Hourly |
| Derrick Watson | Stonebridge Capital Advisors | Greenwood Village | CFP | Percentage of assets |
| Elizabeth Bruer | Smith Bruer | Colorado Springs | CFP, CIMA, MBA | Percentage of assets |
| Ethan Anderson | Denewiler Capital Management | Denver | CFP | Percentage of assets |
| Jason Speciner | Financial Planning Fort Collins | Fort Collins | CFP, EA | Percentage of assets, Fixed fees |