| George Sugden | Sugden Wealth Management | Denver | CFP | Percentage of assets |
| 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 |
| John McCorvie | Peak Asset Management | Louisville | CFA | Percentage of assets |
| 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 |
| Nicholas Weisert | 46° North Financial | Denver | CFP | Percentage of assets, One-time planning fee |
| 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 |
| Brian Colvert | Bonfire Financial | Colorado Springs | CFP | Percentage of assets, Ongoing planning fee |
| Edwin Janeczek | Altus Wealth Group | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Erik Baskin | Baskin Financial Planning | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| 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 |
| Madeline Barconi | Breakwater Capital Group | Denver | CFP, ChFC | Percentage of assets, Hourly |
| Meera Meyer | Full Body Finance | Boulder | CFP | Ongoing planning fee |
| Peter Pittman | Aspen Leaf Wealth Management | Golden | CFP | Percentage of assets |
| Thomas Jennings | Keen Capital | Westminster | CFP | Percentage of assets, Fixed fees |
| 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 |
| Christy Kong-Eaton | Red Lady Capital | Crested Butte | CFA | Percentage of assets |
| Craig Morgan | Colmina | Colorado Springs | CFP | Percentage of assets, Hourly |
| Emily Dyer-Wolfe | Rigden Capital Strategies | Englewood | CFP | Percentage of assets, Hourly |
| Jason Foster | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Joel Cavaliere | Blue Heron Capital | Englewood | CFP | 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 |
| 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 |
| Noel Bennett | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Peter Hedberg | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Raliegh Riddoch | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Sophia Berglund | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Steven Szafranski | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Tami Carroll | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Terry Robinette | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Timothy Wojtalik | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| Andrea Searle | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Carlie Campuzano | Millennial Wealth Management | Broomfield | Not listed | Percentage of assets, Ongoing planning fee |