The Goodland Group

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Total assets under management

$46,086,075

Total clients

52% high-net worth

Total advisors

of 4 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$506,440

About

The Goodland Group provides discretionary investment management and financial planning to individuals and high‑net‑worth clients, managing roughly $46 million for about 91 clients. Its services include portfolio management, one‑time and ongoing comprehensive financial planning, retirement account advice, and the use of third‑party managers or sub‑advisors.

The firm primarily follows a passive, asset‑allocation approach, constructing diversified portfolios with ETFs and mutual funds and implementing strategies on a discretionary basis guided by client‑specific investment policy statements. It also integrates third‑party platforms (including Betterment and a designated sub‑advisor) into client solutions, conducts periodic reviews, and offers a year‑long ongoing planning engagement with a Washington‑specific service option.

What distinguishes The Goodland Group from many peers is its public education and outreach program: the firm offers seminars, workshops, and paid or pro‑bono speaking engagements, an offering that is uncommon among similar team firms. The firm also provides separate FinTech consulting services (content and product strategy, methodology) in addition to its advisory work, a combination of activities that is atypical for a small advisory team.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

One-Time Financial Planning fixed fee ranges from $2,200 to $7,500; Ongoing Comprehensive Financial Planning upfront fee $1,750 - $2,500 plus monthly fee $375 - $475; Speaking engagements $0 to $15,000 per event or up to $1,000 per participant; Educational workshops $0 to $15,000 per workshop or up to $1,000 per participant

Percentage

$0 - $2,500,000: 0.75% $2,500,001 - $10,000,000: 0.60% $10,000,001+: 0.45%

Project-based

$250 per hour for financial planning and project-based engagements; $250 per hour for Washington clients ongoing planning

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

The Goodland Group

Goleta CA, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Instagram Website 858-336-7646

Advisors at this firm

Natalie T

CFP®

Goleta, CA

The Goodland Group

Natalie draws on 20+ years of comprehensive financial planning experience, 10+ years in fintech, and more than a decade of professional speaking to share advice that works in real life, not just on paper. She founded The Goodland Group to serve mid-career professionals with significant equity compensation (stock options and RSUs) at both public and private VC-backed companies. Natalie and her team of financial planners help clients who are navigating the tradeoffs between saving for retirement, paying off debt, saving for college, buying homes, family vacations, supporting aging parents, and making decisions around equity compensation, taxes, investment strategy, insurance, and career changes. They’re often making more than they ever have before, and are looking for a thought partner to navigate all of the decisions ahead as they move beyond the basics of building an emergency fund, paying off high interest debt, and investing in their 401(k).

Equity Recipients (RS/RSU, SOP, ESPP) Married/Couples/Partners Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)

Elissa N

Series 65

Lake Stevens, WA

The Goodland Group

Miranda B

CFP®, Series 65

Seattle, WA

The Goodland Group

Cynthia H

CFP®, Series 65

Olympia, WA

The Goodland Group

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