A complete list of active advisors currently associated with Gold Canyon Financial Planning

Warmer can help you find a great advisor at Gold Canyon Financial Planning or one who fits your needs even better.

The firm provides fee-only, personalized financial planning and discretionary investment management primarily for individuals, couples and families — including retirees, professionals and business owners — managing about $43.4 million across roughly 115 clients. It focuses on portfolio management for individual investors and does not accept commissions or sell insurance or annuities. Investment decisions are guided by a long-term, buy-and-hold approach informed by Modern Portfolio Theory, typically implemented with low-cost, no-load mutual funds and ETFs (including access to DFA funds), individual bonds, treasuries and cash equivalents; portfolios are reviewed at least quarterly with an estimated 20% annual turnover for tactical adjustments. The firm has moved away from hourly and project-based engagements to concentrate on continuous AUM relationships and, for households with $200,000 or more managed, includes a comprehensive financial plan within the advisory fee. Distinctive operational features include a single dedicated investment adviser who performs all account reviews and trading, limited custody only to permit fee deduction, and a firm policy of not voting client proxies (forwarding proxy materials directly to clients). The firm operates as a CFP‑credentialed, fee-only partnership with DFA fund access, provides occasional pro bono work for one nonprofit, and manages a small number of revocable living trust accounts, characteristics that set it apart among similarly sized supported firms.

To learn more about the advisors currently working at Gold Canyon Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.