The Goodland Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Clients Ongoing Comprehensive Financial Planning consists of an upfront charge based upon our hourly rate of $250.”

Flat or project fee

$1,750⁠-⁠$2,500

“Since fees are paid in arrears, no refund will be needed upon termination of the account. 10 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $1,750 - $2,500.”

Monthly fee

$375⁠-⁠$475/mo

“At the start of the second month, an ongoing fee begins that is paid monthly, in advance, at the rate of $375 - $475 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How The Goodland Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis based on the average daily balance of the Client’s account(s).”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the number of days the account was open during the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How The Goodland Group’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,750-$2,500 is below the California median of $5,000. 21% of the 796 other California planners that publish a flat or project fee charge less.

About The Goodland Group

• Principal: Ann Taylor
• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

110

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$71,332,899

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306567

Website

natalieanntaylor.com (opens in new tab)

Phone

(858) 336-7646

Can advise clients in 6 states: California, Colorado, North Carolina, New Jersey, New York, Washington

Other planners in Goleta that publish fees

• Financial Vision LLCGoleta$12,000/yr
• Open Path FinancialGoleta$425/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

Compare all 3 planners in Goleta