| Michael Dieschbourg | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Michael Paulus | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Michelle Francis | Life Story Financial | Arvada | Not listed | Flat fee or retainer, Percentage of assets |
| Mitchell Bloom | Bloom Financial | Westminster | Not listed | Percentage of assets |
| Nicholas Coleman | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Richard Mueller | Peak Investment Advisors | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Samuel Rice | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Sarah Price | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| William Coughlin | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Aaron Deitz | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Adrian Kowal | Equity Financial Management | Denver | Not listed | Percentage of assets |
| Benjamin Cannon | Tillman Hartley | Denver | Not listed | Percentage of assets, Fixed fees |
| Caspian Campaigne | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| David Wolf | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Dmitry Popov | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Elizabeth Mott | Tillman Hartley | Denver | Not listed | Percentage of assets, Fixed fees |
| Ethan Corman | RoseCap Financial Advisors | Grand Junction | CFA | Percentage of assets |
| Gil Berman | Gil Berman Financial Adviser | Boulder | Not listed | Hourly |
| Jason Aluague | Haynie Wealth Management | Fort Collins | Not listed | Percentage of assets |
| John Fitzgerald | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Jordan Ney | Blue Water Wealth | Denver | Not listed | Percentage of assets, Fixed fees |
| Julia Wentworth | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Katherine St Onge | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Laura Schmidt | Higgins & Schmidt Wealth Strategies | Denver | Not listed | Percentage of assets |
| Linda Gardner | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Matthew Samek | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Molly Devnani | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Nathan Dutzmann | Round Table Investment Strategies | Littleton | Not listed | Percentage of assets, Fixed fees |
| Olivia Otoole | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Rolfe Spiegel | Three Waters Financial | Ignacio | Not listed | Percentage of assets, Flat fee or retainer |
| Zachary Roberts | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| David Baines | Pantile Investments | Boulder | Not listed | Percentage of assets, Fixed fees |
| Fernando Guardia Virreira | Guardian Brothers | Boulder | Not listed | Flat fee or retainer, Hourly |
| James Owsley | Schaefer Financial Management | Centennial | Not listed | Percentage of assets, Hourly |
| Phillip Sharp | Palisade Wealth | Broomfield | Not listed | Percentage of assets |
| Ryley Cowan | Welch Financial Planning | Boulder | Not listed | Percentage of assets, Hourly |
| Chad Gordon | GreenStar Advisors | Centennial | Not listed | Percentage of assets |
| John Gunther | Measured Strategies | Denver | Not listed | Percentage of assets, Hourly |
| Matthew Rosenberg | RoseCap Financial Advisors | Denver | Not listed | Percentage of assets |
| Nicholas Swanson | MCM Wealth | Arvada | Not listed | Percentage of assets, Hourly |
| Sarah Graff | RoseCap Financial Advisors | Grand Junction | Not listed | Percentage of assets |