Diane Ouellette is a CFP-designated registered investment advisor at Gold Canyon Financial Planning, based in Gold Canyon, AZ, with 21 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 115 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $700K | 0.80% |
| $700K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.50% |
| $1.5M - $2.5M | 0.40% |
| $2.5M - $3.0M | 0.25% |
| $3M+ | 0.25% |
Fees may be lower for clients with contracts prior to March 27, 2017, or at the firm's discretion based on asset allocation strategies or assets exceeding $3M. For clients with total household accounts managed of $200,000 or greater, a comprehensive financial plan will be included in the annual fee, at no additional charge, if client provides the completed planning questionnaire and other requested documents.
Fee Estimator
Location
Gold Canyon, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gold Canyon Financial Planning
State Registrations2 states
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