Elissa Epoch
The Goodland Group · Lake Stevens, Washington
Elissa Epoch is a fee-only financial advisor at The Goodland Group in Lake Stevens, Washington. The Goodland Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Goodland Group |
|---|---|
| Based in | Lake Stevens, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $71.3M across 350 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7773642 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.natalieanntaylor.com |
How Elissa's firm compares
- The Goodland Group's average account is about $204,000, from its Form ADV (assets managed divided by 350 accounts).
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Questions about Elissa
Is Elissa Epoch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elissa holds no broker registration, and The Goodland Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elissa charge for financial advice?
Elissa's firm, The Goodland Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Elissa Epoch based?
Elissa Epoch is based in Lake Stevens, Washington.
Is Elissa Epoch registered with the SEC?
Yes. Elissa Epoch is registered as an investment adviser representative in WA (CRD 7773642), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Goodland Group manage?
The Goodland Group reports $71.3M across 350 accounts in assets under management.
How do I contact Elissa Epoch?
Through Elissa's website, www.natalieanntaylor.com.
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.
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