| Matthew Samek | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Michael Haines | Essential Investment Partners | Englewood | Not listed | Percentage of assets |
| Molly Devnani | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Olivia Otoole | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Timothy Kulick | Denver Private Wealth Management | Centennial | Not listed | Percentage of assets, Hourly |
| Benjamin Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Cole Anderson | Intergy Private Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Erik Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Jarrett Sharp | TrueInsights CFO | Erie | Not listed | Ongoing planning fee, One-time planning fee |
| Maria Shanley | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Chris Rebich | Toro West Capital Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Nicholas Swanson | MCM Wealth | Arvada | Not listed | Percentage of assets, Hourly |
| Adam Kasick | RIPL Wealth | Fort Collins | Not listed | Percentage of assets, Fixed fees |
| Chase Bellefeuille | RIPL Wealth | Fort Collins | Not listed | Percentage of assets, Fixed fees |
| Kevin Matthews | Matthews Advisors | Colorado Springs | Not listed | Percentage of assets |