| Nicholas Coleman | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Lenssen | Bear Peak Financial | Boulder | Not listed | Percentage of assets, Hourly |
| Peter Locke | InSight Financial Planners | Boulder | CFP | Percentage of assets, Ongoing planning fee |
| Regina Neenan | FPFoCo | Fort Collins | CFP | Percentage of assets, Fixed fees |
| Robert Morrison | Downing Street Wealth Management LLC | Greenwood Village | CFP, CPA/PFS | Percentage of assets, Hourly |
| Robert Schumann | Plan & Act | Buena Vista | CFP | Ongoing planning fee |
| Ronald Stoner | Capstone Wealth Management Group | Boulder | CFP | Hourly |
| Sarah Price | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Stephanie McElheny | Aspen Wealth Strategies | Arvada | CFP, EA | Percentage of assets, Hourly |
| Stephen Heitzmann | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Stephen Martin | Purposeful Financial and Legacy Planning | Fort Collins | CFP | Percentage of assets, Hourly |
| Timothy Sample | Sample Financial Solutions | Aurora | CFP, MBA | Percentage of assets, Hourly |
| Tristan Smith | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| William Donohue | FIT Asset Management | Centennial | CFP | Percentage of assets, Fixed fees |
| Adrian Kowal | Equity Financial Management | Denver | Not listed | Percentage of assets |
| Adrien Vanpoperinghe | Lybis Investing | Broomfield | Not listed | Percentage of assets, Hourly |
| April Horace | G&S Capital | Denver | Not listed | Percentage of assets, Hourly |
| Caspian Campaigne | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Daniel Gamache | KilterHowling | Littleton | CFA | Percentage of assets |
| Hayden Hawkey | Beck Bode | Parker | Not listed | Percentage of assets, Fixed fees |
| Jason Aluague | Haynie Wealth Management | Fort Collins | Not listed | Percentage of assets |
| 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 |
| Karley Fidani | Fidelis Wealth Advisors | Castle Rock | Not listed | Percentage of assets, Fixed fees |
| Kreighton Bieger | KilterHowling | Boulder | CFA | Percentage of assets |
| Laura Schmidt | Higgins & Schmidt Wealth Strategies | Denver | Not listed | Percentage of assets |
| Linda Gardner | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Nathan Dutzmann | Round Table Investment Strategies | Littleton | Not listed | Percentage of assets, Fixed fees |
| Scott Jensen | G&S Capital | Denver | Not listed | Percentage of assets, Hourly |
| Travis Wall | Fidelis Wealth Advisors | Castle Rock | Not listed | Percentage of assets, Fixed fees |
| Trevor Schimschock | KilterHowling | Boulder | CFA | Percentage of assets |
| William Stites | KilterHowling | Boulder | CFA | Percentage of assets |
| Zachary Roberts | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Aaron Connell | One Brick Planning | Greenwood Village | Not listed | Percentage of assets, One-time planning fee |
| Benjamin Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Carshon Rodgers | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Charles Nedele | Theory Financial | Lakewood | Not listed | Percentage of assets |
| Cole Anderson | Intergy Private Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Daniel Schutte | Schutte Financial | Denver | Not listed | Percentage of assets, Ongoing planning fee |
| Darren Spreeuw | Aviator Wealth Group | Denver | Not listed | Percentage of assets, Fixed fees |
| David Baines | Pantile Investments | Boulder | Not listed | Percentage of assets, Fixed fees |
| Erik Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Fernando Guardia Virreira | Guardian Brothers | Boulder | Not listed | Flat fee or retainer, Hourly |
| Jahndavid Teschler | Western Wealth Group | Greenwood Village | Not listed | Percentage of assets |
| Jarrett Sharp | TrueInsights CFO | Erie | Not listed | Ongoing planning fee, One-time planning fee |
| Jeffrey Black | Black Capital | Cortez | Not listed | Percentage of assets, Hourly |
| John Gutierrez | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Kurt Leeney | Infinium Investment Advisors | Denver | Not listed | Percentage of assets, Hourly |
| Lawrence Gale | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Maria Shanley | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |