| Gregory Anderson | GRAnderson Wealth Management Group | Denver | CFP | Percentage of assets, Hourly |
| Henry Schaefer | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Jacob Phelps | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| 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 |
| 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 |
| Mitchell Moore | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Norman Alvis | Altus Wealth Group | Colorado Springs | CFA | Percentage of assets, Fixed fees |
| Rebecca Aardal | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Russell Adelmann | Adelmann Financial | Colorado Springs | CFP | Percentage of assets |
| Sanchi Ranyal | Fruitful | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Scott North | Clearpath Legacy Planning | Denver | Not listed | Percentage of assets |
| Spencer Tracy | Principium Investments | Boulder | Not listed | Percentage of assets |
| Steven Teselle | Dorato Capital Management | Denver | CFP, CFA | Percentage of assets, Hourly |
| Thomas Riley | Alpha Capital Family Office | Greenwood Village | CFA | Percentage of assets, Fixed fees |
| 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 |
| William Snider | ONE Advisory Partners | Highlands Ranch | Not listed | Ongoing planning fee, Percentage of assets |
| Adam Joice | Aspen Grove Capital | Avon | CFP | Percentage of assets, Fixed fees |
| Anthony Lopiccolo | Custos Family Office | Greenwood Village | 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 |
| Brian Rettig | Denver Private Wealth Management | Denver | 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 Berg | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| 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 |
| Ethan Braid | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Gary Lutes | Tillman Hartley | Denver | CFA | Percentage of assets, Fixed fees |
| Jake Johnson | Capital Investment Counsel | Denver | CFP | Percentage of assets |
| 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 |
| 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 |
| Kevin Schwall | Tillman Hartley | Denver | CFA | Percentage of assets, Fixed fees |
| Matthew Dupree | Denver Private Wealth Management | Denver | CFA | 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 |