Natalie Taylor is a CFP-designated registered investment advisor at The Goodland Group, based in Goleta, CA, with 20 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 110 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.75% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee schedule applies to clients who custody assets at Charles Schwab. Clients with less than $2,500,000 in assets under management are subject to a separate financial planning fee for financial planning services. For clients with more than $2,500,000 in assets under our management, the financial planning fee will be waived and financial planning services will be included in the asset-based fee. For clients who custody assets at Betterment, the standard advisory fee is 0.25% plus the outside manager's advisory fee of 0.15%.
Fee Estimator
Contact
Natalie Taylor
Location
Goleta, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Natalie is involved in professional speaking, consulting, and writing on financial topics, dedicating about 10-20% of her time to this. She also serves as a Company Advisor at Monarch Money, spending minimal time on this role.
Employment History
Current Registrations
The Goodland Group
Previous Registrations
Ellevest
Learnvest Planning Services, LLC
Ameriprise Financial Services, INC.
American Express Financial Advisors, INC.
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.