# Diane Ouellette

> Diane Ouellette is a fee-only financial advisor at Gold Canyon Financial Planning in Gold Canyon, Arizona, who holds the CFP credential. Gold Canyon Financial Planning reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/diane-ouellette/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Gold Canyon Financial Planning
- **Based in:** Gold Canyon, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $43.4M across 121 accounts
- **Credentials:** CFP
- **CRD:** 4854313 (https://adviserinfo.sec.gov/individual/summary/4854313)
- **SEC registration:** Investment adviser representative in AZ, MA
- **Exams passed:** Series 65 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Diane Ouellette a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Diane holds no broker registration, and Gold Canyon Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Diane charge for financial advice?

Diane's firm, Gold Canyon Financial Planning, reports charging a percentage of assets on its SEC Form ADV.

### Where is Diane Ouellette based?

Diane Ouellette is based in Gold Canyon, Arizona.

### What credentials does Diane Ouellette hold?

Diane Ouellette holds the CFP credential.

### Is Diane Ouellette registered with the SEC?

Yes. Diane Ouellette is registered as an investment adviser representative in AZ and MA (CRD 4854313), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gold Canyon Financial Planning manage?

Gold Canyon Financial Planning reports $43.4M across 121 accounts in assets under management.

### How do I contact Diane Ouellette?

Contact details aren't on file yet. Search for Gold Canyon Financial Planning.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4854313): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.