| Stephanie McElheny | Aspen Wealth Strategies | Arvada | CFP, EA | Percentage of assets, Hourly |
| 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 |
| William Brennan | Park Hill Financial Planning & Investment Management | Denver | CFA, CFP | Percentage of assets, Hourly |
| William Coughlin | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| William Donohue | FIT Asset Management | Centennial | CFP | Percentage of assets, Fixed fees |
| Aaron Deitz | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Adrien Vanpoperinghe | Lybis Investing | Broomfield | Not listed | Percentage of assets, Hourly |
| Benjamin Cannon | Tillman Hartley | Denver | Not listed | Percentage of assets, Fixed fees |
| Caspian Campaigne | Blue Heron Capital | Englewood | 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 |
| Elizabeth Mott | Tillman Hartley | Denver | Not listed | Percentage of assets, Fixed fees |
| Gil Berman | Gil Berman Financial Adviser | Boulder | Not listed | Hourly |
| Harold Classick | Denver Private Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Hayden Hawkey | Beck Bode | Parker | Not listed | Percentage of assets, Fixed fees |
| Jesse Poznikowich | Aspen Grove Capital | Avon | CFA | Percentage of assets, Fixed fees |
| 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 |
| Julia Wentworth | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Karley Fidani | Fidelis Wealth Advisors | Castle Rock | Not listed | Percentage of assets, Fixed fees |
| Katherine St Onge | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Leo Kraunelis | Aspen Grove Capital | Avon | CFA | Percentage of assets, Fixed fees |
| Linda Gardner | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Matthew Samek | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Molly Devnani | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Natalie Miller | Aspen Grove Capital | Denver | CFA | Percentage of assets, Fixed fees |
| Nathan Dutzmann | Round Table Investment Strategies | Littleton | Not listed | Percentage of assets, Fixed fees |
| Nicholas Rotello | 7Two | Denver | CFA | Percentage of assets, Fixed fees |
| Olivia Otoole | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Rolfe Spiegel | Three Waters Financial | Ignacio | Not listed | Percentage of assets, Flat fee or retainer |
| Timothy Kulick | Denver Private Wealth Management | Centennial | Not listed | Percentage of assets, Hourly |
| Travis Wall | Fidelis Wealth Advisors | Castle Rock | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Bart Skidmore | Bart A. Skidmore, CPA | Denver | Not listed | Hourly, Flat fee or retainer |
| Benjamin Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Benjamin Teselle | Dorato Capital Management | Denver | Not listed | Percentage of assets, Hourly |
| Braiden Miller | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Brent Lee | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Carshon Rodgers | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Cole Anderson | Intergy Private Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Courtney Mimmo | Corundum Group | 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 |
| 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 |