| Matthew Samek | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Molly Devnani | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Noah Krier | Stordahl Capital Management | Greenwood Village | Not listed | Percentage of assets, Hourly |
| 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 |
| Scott Jensen | G&S Capital | Denver | Not listed | Percentage of assets, Hourly |
| Timothy Kulick | Denver Private Wealth Management | Centennial | Not listed | Percentage of assets, Hourly |
| 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 |
| Andrew Gilson | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| 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 |
| Dean Norsworthy | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Deanna Meyer | Dodds Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Erica Loughrey | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| 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 |
| 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 |
| 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 |
| Lee Strongwater | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Marcus Martin | Marcus Martin | Crested Butte | Not listed | Hourly |
| Margaret Nugent | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Maria Shanley | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Mark Butler | Butler Financial Services | Denver | Not listed | Hourly |
| Marti Brust | West End Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Matt Smith | Opus Financial Solutions LLC | Boulder | CFA | Percentage of assets, Hourly |
| Max Pulitzer | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Melissa Starr | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Natalie Ford | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| 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 Ellis | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Steven Wiggins | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Timothy Itin | Causey Wealth | Greenwood Village | CFA | Percentage of assets, Hourly |