# Tara Unverzagt

> Tara Unverzagt is a fee-only financial advisor at South Bay Financial Partners in Torrance, California, who holds the CFP and MBA credentials. Tara charges hourly fees, a one-time planning fee and an ongoing planning fee and focuses on small business owners, founders (pre-exit) and tax planning.

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

## Facts

- **Firm:** South Bay Financial Partners
- **Based in:** Torrance, California
- **Fee model:** Hourly; One-time planning fee; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $114.8M across 145 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Small business owners, Founders (pre-exit), Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Founders
- **CRD:** 2630060 (https://adviserinfo.sec.gov/individual/summary/2630060)
- **SEC registration:** Investment adviser representative in CA, FL, IL, TX
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://southbayfinancialpartners.com

## Frequently asked questions

### Is Tara Unverzagt a fee-only financial advisor?

Yes. Tara Unverzagt 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 Tara's firm.

### How does Tara charge for financial advice?

Tara charges hourly fees, a one-time planning fee and an ongoing planning fee.

### Where is Tara Unverzagt based?

Tara Unverzagt is based in Torrance, California.

### What does Tara specialize in?

Tara's specialties include small business owners, founders (pre-exit), tax planning, estate & legacy planning and retirement planning. Tara works with founders.

### What credentials does Tara Unverzagt hold?

Tara Unverzagt holds the CFP and MBA credentials.

### Is Tara Unverzagt registered with the SEC?

Yes. Tara Unverzagt is registered as an investment adviser representative in CA, FL, IL and TX (CRD 2630060), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does South Bay Financial Partners manage?

South Bay Financial Partners reports $114.8M across 145 accounts in assets under management.

### How do I contact Tara Unverzagt?

Through Tara's website, southbayfinancialpartners.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/tara-unverzagt-10812): 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://www.southbayfinancialpartners.com/): 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.