| William Coughlin | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Aaron Deitz | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Darin Snow | Denver Private Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| David Wolf | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Dmitry Popov | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Ethan Corman | RoseCap Financial Advisors | Grand Junction | CFA | Percentage of assets |
| Gregory Watson | Cedarwood Wealth | Highlands Ranch | Not listed | Percentage of assets |
| Harold Classick | Denver Private Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Jeffrey Bullock | Cedarwood Wealth | Highlands Ranch | Not listed | Percentage of assets |
| Julia Wentworth | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Katherine St Onge | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Lauren Procknow | Stordahl Capital Management | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Matthew Samek | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Michael Haines | Essential Investment Partners | Englewood | Not listed | Percentage of assets |
| Molly Devnani | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Noah Krier | Stordahl Capital Management | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Olivia Otoole | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Timothy Kulick | Denver Private Wealth Management | Centennial | Not listed | Percentage of assets, Hourly |
| Andrew Gilson | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Bart Skidmore | Bart A. Skidmore, CPA | Denver | Not listed | Hourly, Flat fee or retainer |
| Benjamin Teselle | Dorato Capital Management | Denver | Not listed | Percentage of assets, Hourly |
| Brent Lee | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Dawn Landino | Bright Advisors | Greenwood Village | ChFC | Ongoing planning fee |
| Dean Norsworthy | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Deanna Meyer | Dodds Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Eric Malden | Shearwater Capital | Denver | Not listed | Percentage of assets |
| Erica Loughrey | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Erica Mathews | Financial Counseling Associates | Aurora | Not listed | Percentage of assets |
| Geoffrey Gervasini | Wakefield Wealth Management | Englewood | Not listed | Percentage of assets, Fixed fees |
| Gregory Brittain | Wakefield Wealth Management | Englewood | Not listed | Percentage of assets, Fixed fees |
| James Owsley | Schaefer Financial Management | Centennial | Not listed | Percentage of assets, Hourly |
| Jenifer Sapel | Bright Advisors | Greenwood Village | ChFC | Ongoing planning fee |
| Jessica TeSelle | Dorato Capital Management | Denver | Not listed | Percentage of assets, Hourly |
| John Kopel | Financial Counseling Associates | Aurora | Not listed | Percentage of assets |
| Lee Strongwater | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Margaret Nugent | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Mark Butler | Butler Financial Services | Denver | Not listed | Hourly |
| Max Pulitzer | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Natalie Ford | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Nicholas Gervasini | Wakefield Wealth Management | Englewood | Not listed | Percentage of assets, Fixed fees |
| Phillip Sharp | Palisade Wealth | Broomfield | Not listed | Percentage of assets |
| Steven Ellis | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Timothy Itin | Causey Wealth | Greenwood Village | CFA | Percentage of assets, Hourly |
| Zuzana Birova | Colorado Capital Management | Durango | Not listed | Percentage of assets |
| Alexandria Adamchak | Capital Investment Counsel | Denver | Not listed | Percentage of assets |
| Chad Gordon | GreenStar Advisors | Centennial | Not listed | Percentage of assets |
| Chris Rebich | Toro West Capital Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Matthew Rosenberg | RoseCap Financial Advisors | Denver | Not listed | Percentage of assets |
| Sarah Graff | RoseCap Financial Advisors | Grand Junction | Not listed | Percentage of assets |
| Arwen Lowbridge | Bright Advisors | Greenwood Village | Not listed | Ongoing planning fee |