| Henry Schaefer | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Jacob Phelps | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Jeffrey Schaefer | Schaefer Financial Management | Englewood | CFP | Percentage of assets, Hourly |
| John Dodds | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Kirsten Hollander | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Lowell Hansen | Schaefer Financial Management | Englewood | CFP | Percentage of assets, Hourly |
| Mark Starosciak | Infinium Investment Advisors | Denver | CFP | Percentage of assets, Hourly |
| Mitchell Moore | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Norman Alvis | Altus Wealth Group | Colorado Springs | CFA | Percentage of assets, Fixed fees |
| Rebecca Aardal | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Russell Adelmann | Adelmann Financial | Colorado Springs | CFP | Percentage of assets |
| Ryan Stout | Theory Financial | Fort Collins | CFP | Percentage of assets |
| Scott North | Clearpath Legacy Planning | Denver | Not listed | Percentage of assets |
| Spencer Tracy | Principium Investments | Boulder | Not listed | Percentage of assets |
| Thomas Braun | Theory Financial | Fort Collins | CFP, ChFC | Percentage of assets |
| Thomas Riley | Alpha Capital Family Office | Greenwood Village | CFA | Percentage of assets, Fixed fees |
| William Adelmann | Adelmann Financial | Colorado Springs | CFP | Percentage of assets |
| William Snider | ONE Advisory Partners | Highlands Ranch | Not listed | Ongoing planning fee, Percentage of assets |
| Anthony Lopiccolo | Custos Family Office | Greenwood Village | CFA | Percentage of assets, Hourly |
| Brian Rettig | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| Ethan Braid | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Gary Lutes | Tillman Hartley | Denver | CFA | Percentage of assets, Fixed fees |
| James Carr | Keystone Global Partners | Denver | Not listed | Percentage of assets |
| Jennifer McElderry | Paller Financial Services | Centennial | Not listed | Percentage of assets, Hourly |
| Jennifer Walenter | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
| Jonathan Stirling | Westwind Capital | Centennial | Not listed | Percentage of assets |
| Kevin Schwall | Tillman Hartley | Denver | CFA | Percentage of assets, Fixed fees |
| Maia Babbs | Lariat Wealth Management | Denver | CFA | Percentage of assets |
| Mark Schumacher | Third Day Capital | Denver | CFA | Percentage of assets |
| Matthew Dupree | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| Michael Olafsson | IWR Advisors | Denver | Not listed | Percentage of assets |
| Michael Stevenson | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
| Sanay Patel | Purpose Wealth | Longmont | Not listed | Flat fee or retainer, Ongoing planning fee |
| Stelianos Elenis | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Suzue Sato | MoneyCafe Advisors | Denver | Not listed | Hourly, Fixed fees |
| Alexandra Boyles | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Ann Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| Brenda Lammers | Altus Wealth Group | Colorado Springs | Not listed | Percentage of assets, Fixed fees |
| Chad Young | Young Financial Planning | Lafayette | Not listed | Flat fee or retainer, Percentage of assets |
| Chris Franz | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Christopher Baxter | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Christopher Conmy | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Craig Johnston | Fiduciary Counsel | Englewood | Not listed | Percentage of assets, Hourly |
| Daniel Bauer | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Daric Olson | PCM Encore | Denver | Not listed | Percentage of assets, Fixed fees |
| Jacob Guinn | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| James Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| James Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| Jerry McDonnell | Keen Capital | Westminster | Not listed | Percentage of assets, Fixed fees |
| John Gavin III | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |