Taylor Anderson
Middleton & Company · Vancouver, Washington
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.
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Specialties
Who they serve
- Mid-life transitions
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 |
| Assets under management | $131.3M across 388 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 6812068 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | middletonand.co |
| Profile |
How Taylor's firm compares
- A one-time plan starts at $7,500, above the Washington median of $3,000 for fee-only firms that publish prices.
- Middleton & Company's average account is about $338,000, from its Form ADV (assets managed divided by 388 accounts).
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Questions about Taylor
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.
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
- Middleton & Company 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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