# Taylor Anderson

> Taylor Anderson is a fee-only financial advisor at Middleton & Company in Vancouver, Washington, who holds the CFP credential. Taylor charges a percentage of assets and a one-time planning fee (one-time plans from $7,500 and 1% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.

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

## Facts

- **Firm:** Middleton & Company
- **Based in:** Vancouver, Washington
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $7,500; 1% a year on the first tier of assets managed; a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $131.3M across 388 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Mid-life transitions
- **CRD:** 6812068 (https://adviserinfo.sec.gov/individual/summary/6812068)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://middletonand.co

## Frequently asked questions

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

Yes. Taylor Anderson 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 Taylor's firm.

### How does Taylor charge for financial advice?

Taylor charges a percentage of assets and a one-time planning fee.

### How much does Taylor charge?

According to Middleton & Company's website, checked October 28, 2026: one-time plans from $7,500; 1% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Taylor Anderson based?

Taylor Anderson is based in Vancouver, Washington.

### What does Taylor specialize in?

Taylor's specialties include retirement planning and tax planning. Taylor works with mid-life transitions.

### What credentials does Taylor Anderson hold?

Taylor Anderson holds the CFP credential.

### Is Taylor Anderson registered with the SEC?

Yes. Taylor Anderson is registered as an investment adviser representative in OR, TX and WA (CRD 6812068), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Middleton & Company manage?

Middleton & Company reports $131.3M across 388 accounts in assets under management.

### How do I contact Taylor Anderson?

Through Taylor's website, middletonand.co.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/taylor-anderson-11497): 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://middletonand.co/): 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.