| Abigail Kovach | Kovach Financial Planning, LLC. | Lafayette | CFP | Ongoing planning fee, One-time planning fee |
| Andrea Searle | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Andrew Dodds | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Brennan Pate | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Brian Kinney | Financial Life Journeys | Peyton | CFP | Percentage of assets, Ongoing planning fee |
| Carlie Campuzano | Millennial Wealth Management | Broomfield | Not listed | Percentage of assets, Ongoing planning fee |
| Charles Dunn | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Charles Tobler | Star Financial Services | Denver | CFP | Hourly, Flat fee or retainer |
| Daniel Meyers | Adventure Wealth | Ridgway | Not listed | Percentage of assets, Ongoing planning fee |
| Derek Wolff | Wolff Financial Advisors | Broomfield | CFP | Percentage of assets, Hourly |
| Emily Lucero | Colorado Capital Management | Boulder | CFP | Percentage of assets |
| Emmett Fehlau-Barton | TrueInsights CFO | Erie | CFP | Ongoing planning fee, One-time planning fee |
| Frederick Ravid | Chartered Financial Services | Denver | ChFC | Percentage of assets, Hourly |
| Gavin Forrest | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Geoffrey Schaefer | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Grayson Hofferber | Millennial Wealth Management | Broomfield | Not listed | Percentage of assets, Ongoing planning fee |
| Gregory Anderson | GRAnderson Wealth Management Group | Denver | CFP | Percentage of assets, Hourly |
| Henry Schaefer | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Jason Black | Colorado Capital Management | Boulder | CFP | Percentage of assets |
| 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 |
| John Garmhausen | First Look Capital Management | Crested Butte | CFP, CFA | Percentage of assets, Hourly |
| John Trujillo | West End Wealth Management | Denver | 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 |
| Rebecca Aardal | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Anthony Lopiccolo | Custos Family Office | Greenwood Village | CFA | Percentage of assets, Hourly |
| Ashley Vice | Solitude Financial | Denver | CFP, 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 |
| 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 |
| Dennis Channer | Cornerstone Investment Advisors | Boulder | CFP | Percentage of assets, Hourly |
| Ethan Braid | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Gregory Brown | G&S Capital | Denver | CFA | Percentage of assets, Hourly |
| Jennifer McElderry | Paller Financial Services | Centennial | Not listed | Percentage of assets, Hourly |
| Kevin McNab | ACE Wealth Partners | Westminster | CFP, ChFC | Percentage of assets, Hourly |
| Matthew Dupree | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |