| Michelle Francis | Life Story Financial | Arvada | Not listed | Flat fee or retainer, Percentage of assets |
| Robert Schumann | Plan & Act | Buena Vista | CFP | Ongoing planning fee |
| Aaron Deitz | BSW Wealth Partners | Boulder | 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 |
| Jason Aluague | Haynie Wealth Management | Fort Collins | Not listed | Percentage of assets |
| 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 |
| Matthew Samek | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Molly Devnani | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Nathan Dutzmann | Round Table Investment Strategies | Littleton | Not listed | Percentage of assets, Fixed fees |
| Olivia Otoole | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Eric Malden | Shearwater Capital | Denver | Not listed | Percentage of assets |
| Warren Denewiler | Denewiler Capital Management | Denver | CFA | Percentage of assets |
| Cameron Moore | Plan & Act | Buena Vista | Not listed | Ongoing planning fee |
| Christopher Tanner | Plan & Act | Buena Vista | Not listed | Ongoing planning fee |