| Michael Olafsson | IWR Advisors | Denver | Not listed | Percentage of assets |
| Nichole Graham | Regista Financial Strategies | Denver | CFP | Percentage of assets, Hourly |
| Sanay Patel | Purpose Wealth | Longmont | Not listed | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Suzue Sato | MoneyCafe Advisors | Denver | Not listed | Hourly, Fixed fees |
| Vincent Hourigan | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Adrian Hovey | Clear Capital Management | Westminster | CFP | Percentage of assets, Hourly |
| Arlen Olberding | Guidepost Financial Planning | Fort Collins | CFP, MBA | Percentage of assets, Hourly |
| 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 |
| 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 |
| David Johanson | Scope Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| DeeDee Baze | DCG Advisory | Estes Park | CFP, EA | Percentage of assets, Hourly |
| James King | Fruitage Financial | Fort Collins | CFA | Percentage of assets, Hourly |
| 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 |
| 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 |
| Michael Lunsford | Lunsford Financial Planning | Lafayette | CFP | Percentage of assets, Hourly |
| 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 |
| Nicholas Lenssen | Bear Peak Financial | Boulder | Not listed | Percentage of assets, Hourly |
| Richard Mueller | Peak Investment Advisors | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Robert Morrison | Downing Street Wealth Management LLC | Greenwood Village | CFP, CPA/PFS | Percentage of assets, Hourly |
| Ronald Stoner | Capstone Wealth Management Group | Boulder | CFP | Hourly |
| Samuel Harnisch | Quantitative Financial Strategies | Denver | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| 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 |
| Aaron Deitz | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Adrien Vanpoperinghe | Lybis Investing | Broomfield | Not listed | Percentage of assets, Hourly |
| April Horace | G&S Capital | Denver | Not listed | Percentage of assets, Hourly |
| 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 |
| Gil Berman | Gil Berman Financial Adviser | Boulder | Not listed | Hourly |
| Harold Classick | Denver Private Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| John Fitzgerald | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Julia Wentworth | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Katherine St Onge | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Lauren Procknow | Stordahl Capital Management | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Linda Gardner | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |