| Sierra Merrick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Stelianos Elenis | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Stephen Dreiling | Capital Investment Counsel | Denver | CFP | Percentage of assets |
| 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 |
| Alexandra Boyles | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Ann Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Chad Young | Young Financial Planning | Lafayette | Not listed | Flat fee or retainer, Percentage of assets |
| Christopher Baxter | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Christopher Conmy | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Daric Olson | PCM Encore | Denver | Not listed | Percentage of assets, Fixed fees |
| David Johanson | Scope Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| DeeDee Baze | DCG Advisory | Estes Park | CFP, EA | Percentage of assets, Hourly |
| Gregory Lessard | Aspen Leaf Wealth Management | Golden | Not listed | Percentage of assets |
| Jacob Guinn | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| James Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| James Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Jerry McDonnell | Keen Capital | Westminster | Not listed | Percentage of assets, Fixed fees |
| John Gavin III | PCM Encore | Aspen | Not listed | 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 |
| 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 |
| Logan Stelzner | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Michael Dieschbourg | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Michael Lunsford | Lunsford Financial Planning | Lafayette | CFP | Percentage of assets, Hourly |
| Michael Paulus | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Michelle Francis | Life Story Financial | Arvada | Not listed | Flat fee or retainer, Percentage of assets |
| Mikyo Butler | Butler Financial Services | Denver | CFA | Hourly |
| Nicholas Coleman | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| 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 |
| Samuel Harnisch | Quantitative Financial Strategies | Denver | CFP, CFA | Percentage of assets, Hourly |
| Samuel Rice | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Sarah Price | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Shaun Williams | Paragon Capital Management, Ltd. | Denver | CFA, CFP | Percentage of assets, Hourly |