Gold Canyon Financial Planning

Overview

Gold Canyon Financial Planning is an independent, individual-owned RIA organized as an LLC that provides fee-based advice to individual and family clients. Its revenue model is primarily AUM-based. Core advisory services cited in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not identified as an active ESG investor and is not listed as a capital allocator; it appears to rely on external managers and traditional investment products rather than operating proprietary funds. Filings indicate the firm is not registered as a multi-state adviser, even though it maintains offices in multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices