| 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 |
| Geoffrey Gervasini | Wakefield Wealth Management | Englewood | Not listed | Percentage of assets, Fixed fees |
| Gregory Brittain | Wakefield Wealth Management | Englewood | Not listed | Percentage of assets, Fixed fees |
| James Owsley | Schaefer Financial Management | Centennial | Not listed | Percentage of assets, Hourly |
| 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 |
| Jenifer Sapel | Bright Advisors | Greenwood Village | ChFC | Ongoing planning fee |
| Jessica TeSelle | Dorato Capital Management | Denver | Not listed | Percentage of assets, Hourly |
| Jill Johnson | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| John Gutierrez | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Justin Leveille | Corundum Group | Colorado Springs | 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 |
| Marcus Martin | Marcus Martin | Crested Butte | Not listed | Hourly |
| Maria Shanley | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Mark Butler | Butler Financial Services | Denver | Not listed | Hourly |
| Matt Smith | Opus Financial Solutions LLC | Boulder | CFA | Percentage of assets, Hourly |
| Melissa Starr | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Natalie Ford | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Nicholas Gervasini | Wakefield Wealth Management | Englewood | Not listed | Percentage of assets, Fixed fees |
| Paula Fleming | Next Chapter Financial | Denver | CFA | Percentage of assets, Hourly |
| Qiang Raleigh | Red Meadow Advisors | Littleton | CFA | Percentage of assets, Hourly |
| Ronald Johnson | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Ryley Cowan | Welch Financial Planning | Boulder | Not listed | Percentage of assets, Hourly |
| Steven Wiggins | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Timothy Itin | Causey Wealth | Greenwood Village | CFA | Percentage of assets, Hourly |
| Akram Hassan | Regista Financial Strategies | Denver | Not listed | Percentage of assets, Hourly |
| Alexandria Adamchak | Capital Investment Counsel | Denver | Not listed | Percentage of assets |
| Andrew Macken | 7Two | Denver | Not listed | Percentage of assets, Fixed fees |
| Burton Wiand | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| Chris Rebich | Toro West Capital Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Courtney Ringlein | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| Eric Benzel-Ward | Chicory Wealth | Westminster | Not listed | Percentage of assets, Fixed fees |
| Gene Bergmeier | THRIVE Financial Management | Monument | Not listed | Percentage of assets, Hourly |
| Gregory Johnson | Multnomah Group | Centennial | Not listed | Percentage of assets, Hourly |
| Jason Yeager | JD Yeager & | Parker | Not listed | Percentage of assets, Hourly |
| Jeffrey Kirwood | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| John Gunther | Measured Strategies | Denver | Not listed | Percentage of assets, Hourly |
| Kevin Starkey | FTN Capital Management | Littleton | Not listed | Percentage of assets, Hourly |
| Meghan Lynch | Lynch Financial Group | Denver | Not listed | Percentage of assets, Fixed fees |
| Michael Barondess | Aspen Grove Capital | Denver | Not listed | Percentage of assets, Fixed fees |
| Nicholas Swanson | MCM Wealth | Arvada | Not listed | Percentage of assets, Hourly |
| Ryan Ritchie | 7Two | Denver | Not listed | Percentage of assets, Fixed fees |
| Sandra Bozanic | Regista Financial Strategies | Denver | Not listed | Percentage of assets, Hourly |
| Adam Kasick | RIPL Wealth | Fort Collins | Not listed | Percentage of assets, Fixed fees |
| Angela Hemmes | Synergy Capital | Fort Collins | Not listed | Percentage of assets, Fixed fees |
| Arwen Lowbridge | Bright Advisors | Greenwood Village | Not listed | Ongoing planning fee |
| Brian Miller | FIT Asset Management | Centennial | Not listed | Percentage of assets, Fixed fees |
| Cameron Moore | Plan & Act | Buena Vista | Not listed | Ongoing planning fee |