Natalie Taylor
The Goodland Group · Goleta, California
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.
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Specialties
Who they serve
- Tech employees
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 |
| Assets under management | $71.3M across 350 accounts |
| Credentials | CFP · TPCP |
| SEC registration | Investment adviser representative in CA, CO, NC, NJ, NY, TX, WA · CRD 4870668 |
| Exams passed | Series 66 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | thegoodlandgroupadvisors.com |
| Profile |
How Natalie's firm compares
- Ongoing planning starts at $4,500 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,200, below the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the California median of $300 for fee-only firms that publish prices.
- 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 Natalie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- The Goodland Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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