Diane Ouellette
Gold Canyon Financial Planning · Gold Canyon, Arizona
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.
Request an introduction to Diane →
Facts
| Firm | Gold Canyon Financial Planning |
|---|---|
| Based in | Gold Canyon, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $43.4M across 121 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, MA · CRD 4854313 |
| Exams passed | Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Diane's firm compares
- Gold Canyon Financial Planning's average account is about $359,000, from its Form ADV (assets managed divided by 121 accounts).
Request an introduction to Diane
Tell Diane a little about what you're looking for. Diane isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Diane
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.