Gold Canyon Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 125456
- Fee structure
- Percentage of AUM
- Client types
- Individuals65.51%
- HNWI32.88%
- Charitable Organizations1.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Gold Canyon Financial Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm focuses on individual and family clients and charges advisory fees as a percentage of assets under management. Core services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not identified as an active ESG investor. Gold Canyon does not operate as a capital allocator; its model appears centered on direct client management rather than acting as a feeder or allocator into a wide roster of external managers. The advisory footprint emphasizes hands-on planning and investment management for private clients rather than institutional or multi-state advisory programs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Tracy Gale
Co-Founder and Managing DirectorCRD 4854356

Diane Ouellette
Partner, Financial ConsultantCRD 4854313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Palmer Wealth Management LLC
RIAPrairieville, LA
Neokai Capital
RIAHonolulu, HI
Esoterica Capital LLC
RIAValley Oak Investment Strategies LLC
RIAKalamazoo, MI
Arslan Capital Management LLC
RIACedar Park, TX
Parallel Wealth Management
RIARedding, CA