| Spencer Tracy | Principium Investments | Boulder | Not listed | Percentage of assets |
| 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 |
| Tron Welch | Welch Financial Planning | Boulder | CFP | Percentage of assets, Hourly |
| William Adelmann | Adelmann Financial | Colorado Springs | CFP | Percentage of assets |
| Ashley Vice | Solitude Financial | Denver | CFP, CFA | Percentage of assets, Hourly |
| Ashlie Bostick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Ben Loeffler | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Brian Fraser | Canyon Creek Investment Advisors | Fruita | CFA | Percentage of assets, Hourly |
| David Berg | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Gregory Brown | G&S Capital | Denver | CFA | Percentage of assets, Hourly |
| Jennifer McElderry | Paller Financial Services | Centennial | Not listed | Percentage of assets, Hourly |
| Jennifer Walenter | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
| Jonathan Stirling | Westwind Capital | Centennial | Not listed | Percentage of assets |
| Kevin McNab | ACE Wealth Partners | Westminster | CFP, ChFC | Percentage of assets, Hourly |
| Michael Stevenson | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
| Nichole Graham | Regista Financial Strategies | Denver | CFP | Percentage of assets, Hourly |
| Philip Luccock | Financially Speaking | Greenwood Village | CFP | Percentage of assets, Fixed fees |
| Sanay Patel | Purpose Wealth | Longmont | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sierra Merrick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Suzue Sato | MoneyCafe Advisors | Denver | Not listed | Hourly, Fixed fees |
| Vincent Hourigan | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| 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 |
| Brenda Lammers | Altus Wealth Group | Colorado Springs | Not listed | Percentage of assets, Fixed fees |
| Brian Aberle | Aberle Investment Management | Eagle | CFP | Percentage of assets, Hourly |
| Brian Joyce | Intelligent Investing | Loveland | CFP | Percentage of assets |
| Chad Young | Young Financial Planning | Lafayette | Not listed | Flat fee or retainer, Percentage of assets |
| Chris Franz | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Christopher Davis | Brightwork Wealth Management | Colorado Springs | CFP | Percentage of assets |
| Clinton Edgar | Better Pockets Financial | Fort Collins | Not listed | Percentage of assets, Ongoing planning fee |
| Corey Wiederholt | Trailpoint Financial Planning, LLC | Parker | CFP, CPA | Percentage of assets, Hourly |
| Craig Johnston | Fiduciary Counsel | Englewood | Not listed | Percentage of assets, Hourly |
| Daniel Bauer | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| David Johanson | Scope Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| DeeDee Baze | DCG Advisory | Estes Park | CFP, EA | Percentage of assets, Hourly |
| Ethan Anderson | Denewiler Capital Management | Denver | CFP | Percentage of assets |
| Gregory Lessard | Aspen Leaf Wealth Management | Golden | Not listed | Percentage of assets |
| James King | Fruitage Financial | Fort Collins | CFA | Percentage of assets, Hourly |
| Jason Speciner | Financial Planning Fort Collins | Fort Collins | CFP, EA | Percentage of assets, Fixed fees |
| Joseph Schwartz | Markle Financial | Fort Collins | Not listed | Percentage of assets, Hourly |
| Joshua Newell | Better Pockets Financial | Fort Collins | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Arnold | WashPark Capital | Denver | CFP, RICP | Percentage of assets |
| Kevin Shuller | Cedar Peak Wealth Advisors | Denver | CFP, CFA, MBA | Percentage of assets, Fixed fees |
| Kyle DeMers | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Leslie Garske | Traction Financial Partners | Littleton | Not listed | Percentage of assets, Hourly |
| Michael Lunsford | Lunsford Financial Planning | Lafayette | CFP | Percentage of assets, Hourly |
| Michelle Francis | Life Story Financial | Arvada | Not listed | Flat fee or retainer, Percentage of assets |
| Mitchell Bloom | Bloom Financial | Westminster | Not listed | Percentage of assets |