Gold Canyon Financial Planning
Gold Canyon Financial Planning (CRD# 125456) is a financial advisory firm headquartered in , . They manage $31,000,000 in 111 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Gold Canyon Financial Planning
By the Numbers
-
Total Assets Under Management31MILLION
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$279,279
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, MA
Financial Advisors at Gold Canyon Financial Planning
1
Diane Ouellette (CRD# 4854313) is an Investment Advisor Representative working at Gold Canyon Financial Planning in Gold Canyon, AZ and has over 22 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.