Tara Unverzagt
South Bay Financial Partners · Torrance, California
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | South Bay Financial Partners |
|---|---|
| Based in | Torrance, California |
| Fee model | Hourly · One-time planning fee · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $114.8M across 145 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, FL, IL, TX · CRD 2630060 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | southbayfinancialpartners.com |
| Profile |
How Tara's firm compares
- South Bay Financial Partners's average account is about $792,000, from its Form ADV (assets managed divided by 145 accounts).
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Questions about Tara
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.
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
- South Bay Financial Partners 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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