| James Osborne | Bason Asset Management | Lakewood | CFP | Flat fee or retainer, Ongoing planning fee |
| Jamison White | Paller Financial Services | Centennial | CFP | Percentage of assets, Hourly |
| Jarrod Musick | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Jeremy Busch | Keystone Financial Services | Loveland | CFP | Percentage of assets, Fixed fees |
| John McCorvie | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Joshua Nelson | Keystone Financial Services | Loveland | CFP | Percentage of assets, Fixed fees |
| Julie Pribble | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Justin Hobbs | Rivertree Wealth | Denver | CFP | Percentage of assets |
| Mark Paller | Paller Financial Services | Centennial | CFP | Percentage of assets, Hourly |
| Peter Bobolia | Destiny Capital | Denver | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Scott Bennett | IWR Advisors | Denver | CFP | Percentage of assets |
| Tara Hefty | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Timothy Burt | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Timothy Doyle | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Aaron Tice | Delphi Wealth Partners | Grand Junction | CFP | Percentage of assets, Hourly |
| Allison De Graaf | Peak Planning Group | Centennial | CFP | Percentage of assets, Hourly |
| Brian Colvert | Bonfire Financial | Colorado Springs | CFP | Percentage of assets, Ongoing planning fee |
| Brian Rudd Advice-only fiduciary planning for early- and mid-career professionals and DIY investors who want clear, unbiased guidance. | Kickstart Financial Planning LLC | Parker | Not listed | One-time planning fee, Hourly |
| Clint Thomas | Integrity Wealth Solutions | Denver | CFP | Flat fee or retainer, One-time planning fee |
| Erik Baskin | Baskin Financial Planning | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Justina Welch | Integrity Wealth Solutions | Denver | CFP | Flat fee or retainer, One-time planning fee |
| Kaleb Paddock | Ten Talents Financial Planning | Parker | CFP | Percentage of assets, Ongoing planning fee |
| Kyle Boucher | PCM Encore | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Louis Patierno | Peak Planning Group | Centennial | CFP, ChFC | Percentage of assets, Hourly |
| Madeline Barconi | Breakwater Capital Group | Denver | CFP, ChFC | Percentage of assets, Hourly |
| Peter Pittman | Aspen Leaf Wealth Management | Golden | CFP | Percentage of assets |
| Spencer Wynant | Peak Planning Group | Centennial | CFP | Percentage of assets, Hourly |
| Thomas Jennings | Keen Capital | Westminster | CFP | Percentage of assets, Fixed fees |
| Tucker Weppner | Sanderson Wealth Management | Denver | CFP | Percentage of assets |
| Andrew Kelleher | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Anthony McEahern | Gilpin Wealth Management | Golden | CFP | Percentage of assets, Hourly |
| Benjamin Weaver | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Brian Lichtenheld | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Cassidy Steck | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Christian West | Rigden Capital Strategies | Englewood | CFP | Percentage of assets, Hourly |
| Craig Morgan | Colmina | Colorado Springs | CFP | Percentage of assets, Hourly |
| David Ybarra | Aspired Wealth | Loveland | CFP | Flat fee or retainer, One-time planning fee |
| Emily Dyer-Wolfe | Rigden Capital Strategies | Englewood | CFP | Percentage of assets, Hourly |
| Jason Foster | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Jason Taylor | Taylor's Financial | Fort Collins | CFP | Percentage of assets, Fixed fees |
| Joel Cavaliere | Blue Heron Capital | Englewood | CFP | Percentage of assets, Hourly |
| John Glasman | Gilpin Wealth Management | Golden | CFP, CFA | Percentage of assets, Hourly |
| Jonathan Fecko | Elevate Wealth Management | Littleton | CFP | Percentage of assets, Hourly |
| Joshua Rigden | Rigden Capital Strategies | Englewood | CFP | Percentage of assets, Hourly |
| Julie Martinez | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Justin Soucie | G&S Capital | Denver | CFP | Percentage of assets, Hourly |
| Kathrin Biscornet | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lily Beitel-Horton | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lindy Yoshida | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Logan Richard | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |