| Margaret Nugent | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Matt Smith | Opus Financial Solutions LLC | Boulder | CFA | Percentage of assets, Hourly |
| Max Pulitzer | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Ryley Cowan | Welch Financial Planning | Boulder | Not listed | Percentage of assets, Hourly |
| Steven Ellis | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Katelyn Palone | InSight Financial Planners | Boulder | Not listed | Percentage of assets, Ongoing planning fee |
| Kevin Taylor | InSight Financial Planners | Boulder | Not listed | Percentage of assets, Ongoing planning fee |
| Daniel Bereck | Financial Consulting Associates | Boulder | CFP | Percentage of assets, Hourly |
| David McMillan | Caledonia Wealth Management | Boulder | CFP | Percentage of assets, Hourly |
| Drew Frank | Wedmont Private Capital | Boulder | CFP | Fixed fees |
| Jennifer Quire | Wrenne Financial Planning | Boulder | CFP | Fixed fees |
| Melissa Hoyer | The Wealth Conservancy | Boulder | CFP | Percentage of assets, Fixed fees |
| Robert Zimberg | Financial Mountain | Boulder | CFP | Percentage of assets, Fixed fees |
| Tina Ottersberg | To Wealth | Boulder | CFP | Percentage of assets, Fixed fees |
| Gregory Casals | Black Swift Group | Boulder | CFA | Percentage of assets, Fixed fees |
| Timothy Shasserre | Black Swift Group | Boulder | CFA | Percentage of assets, Fixed fees |
| Adam Vrablec | Black Swift Group | Boulder | Not listed | Percentage of assets, Fixed fees |
| Ashley Papa | Black Swift Group | Boulder | Not listed | Percentage of assets, Fixed fees |
| David Halseth | Consilium | Boulder | Not listed | Percentage of assets, Fixed fees |
| Donald Byrne | Black Swift Group | Boulder | Not listed | Percentage of assets, Fixed fees |
| Gina Gentilini | Finer Wealth Management | Boulder | Not listed | Percentage of assets, Hourly |
| Harold Croley | Black Swift Group | Boulder | Not listed | Percentage of assets, Fixed fees |
| Jonathan Cooper | Joy Equity Management | Boulder | Not listed | Percentage of assets, Hourly |
| Reid McIntyre | Financial Mountain | Boulder | Not listed | Percentage of assets, Fixed fees |
| Richard Anderson | Black Swift Group | Boulder | Not listed | Percentage of assets, Fixed fees |
| Ryan Giles | Black Swift Group | Boulder | Not listed | Percentage of assets, Fixed fees |
| Steven Henningsen | The Wealth Conservancy | Boulder | Not listed | Percentage of assets, Fixed fees |
| Theodore Harris | Sachem Hill | Boulder | Not listed | Percentage of assets, Fixed fees |
| Timothy Barnett | Caledonia Wealth Management | Boulder | Not listed | Percentage of assets, Hourly |