# Natalie Taylor

> Natalie Taylor is a fee-only financial advisor at The Goodland Group in Goleta, California, who holds the CFP and TPCP credentials. Natalie charges an ongoing planning fee, a percentage of assets, a one-time planning fee and hourly fees (ongoing planning from $4,500 a year and one-time plans from $2,200) and focuses on equity compensation and tax planning.

Page: https://find.wellspent.co/advisors/natalie-taylor/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** The Goodland Group
- **Based in:** Goleta, California
- **Fee model:** Ongoing planning fee; Percentage of assets; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $4,500 a year; one-time plans from $2,200; $250 an hour; 0.75% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $71.3M across 350 accounts
- **Credentials:** CFP, TPCP
- **Specialties:** Equity compensation, Tax planning
- **Works with:** Tech employees
- **CRD:** 4870668 (https://adviserinfo.sec.gov/individual/summary/4870668)
- **SEC registration:** Investment adviser representative in CA, CO, NC, NJ, NY, TX, WA
- **Exams passed:** Series 66 (2004)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://thegoodlandgroupadvisors.com

## Frequently asked questions

### Is Natalie Taylor a fee-only financial advisor?

Yes. Natalie Taylor is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Natalie's firm.

### How does Natalie charge for financial advice?

Natalie charges an ongoing planning fee, a percentage of assets, a one-time planning fee and hourly fees.

### How much does Natalie charge?

According to The Goodland Group's website, checked October 28, 2026: ongoing planning from $4,500 a year; one-time plans from $2,200; $250 an hour; 0.75% a year on the first tier of assets managed.

### Where is Natalie Taylor based?

Natalie Taylor is based in Goleta, California.

### What does Natalie specialize in?

Natalie's specialties include equity compensation and tax planning. Natalie works with tech employees.

### What credentials does Natalie Taylor hold?

Natalie Taylor holds the CFP and TPCP credentials.

### Is Natalie Taylor registered with the SEC?

Yes. Natalie Taylor is registered as an investment adviser representative in CA, CO, NC, NJ, NY, TX and WA (CRD 4870668), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Natalie Taylor?

Through Natalie's website, thegoodlandgroupadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/natalie-taylor-10284): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.thegoodlandgroupadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.