# Gold Canyon Financial Planning

Gold Canyon Financial Planning is a RIA based in Gold Canyon, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Gold Canyon, United States
- **Region:** North America
- **Address:** Gold Canyon, AZ, United States
- **Assets under management:** Undisclosed
- **Website:** goldcanyonfinancialplanning.com

## Regulatory record

- **CRD number:** 125456
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125456

## About

GOLD CANYON FINANCIAL PLANNING is a state-registered investment adviser with $43 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

## Sectors

- Wealth Management
- Financial Planning

## People

- Brian J. Regan — Principal

## Questions

### Who is the primary decision-maker at Gold Canyon Financial Planning?

Brian J. Regan serves as the firm's principal and primary investment decision-maker. Regan manages client relationships directly and maintains responsibility for portfolio construction, financial planning, and coordination with external tax and legal professionals. The firm does not publicly list additional advisors or partners.

### What does Gold Canyon Financial Planning's investment process look like?

The firm constructs portfolios using a mix of individual securities, ETFs, and mutual funds across domestic equities, fixed income, and alternative asset classes where appropriate for client objectives. Investment management is integrated with comprehensive financial planning that addresses retirement income, tax efficiency, and estate transfer. The practice does not operate its own proprietary funds, instead relying on third-party custodians for execution and custody.

### What is the firm's geographic footprint?

The practice is based in Gold Canyon, Arizona, at the eastern edge of the Phoenix metropolitan area. Most client relationships are concentrated in Arizona, with additional seasonal-resident clients who maintain primary homes in the Midwest and Pacific Northwest. The firm does not maintain additional office locations.

### How does Gold Canyon Financial Planning source its clients?

The practice has grown primarily through referrals from existing clients and from allied professionals including CPAs and estate attorneys. This organic, relationship-driven sourcing model keeps the client base intentionally small and aligned, with the principal directly involved in vetting new engagements.

## Related profiles

- [CIC Investment Consultants](https://altss.com/profile/cic-investment-consultants-llc)

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Last updated: 2026-07-06T01:24:17.407Z

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