PlannerFees

South Bay Financial Partners fees and pricing

Financial planner in Torrance, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 17, 2026, South Bay Financial Partners charges $440 an hour, a monthly fee of $270, a quarterly fee of $810, and an annual fee of $6,050 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$440/hr
“Complex topics that require advanced knowledge are charged at a rate of $440 per hour.”
Monthly fee
$270/mo
“The minimum total fee is $810 quarterly or $270 monthly.”
Quarterly fee
$810/qtr

From the same sentence as above.

Annual fee
$6,050/yr
“Trust - standalone, with no other services to client A $1,000,000 trust held by a client that has no other services with Advisor would have an additional $550 administration fee for a total of $6,050 per year or $1,512.50 per quarter.”

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

How South Bay Financial Partners bills

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

  • “Fees are paid automatically via a credit card or ACH, as chosen by each member.”
  • “New fees take effect on July 1st (beginning of the 3rd quarter) and are billed on September 30th (end of the 3rd quarter).”
  • “Upon request, fees can be paid monthly or quarterly through ACH.”

How South Bay Financial Partners’ fees compare

  • Its hourly rate of $440 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
  • 6 of the 9 other planners in Torrance that publish an hourly rate charge less.
  • Its annual fee of $6,050 is below the California median of $6,250. 49% of the 224 other California planners that publish an annual fee charge less.
  • None of the 2 other planners in Torrance that publish an annual fee charge less.

About South Bay Financial Partners

“South Bay Financial Partners (Advisor) provides custom financial planning, financial therapy, investment advice, and tax preparation services. Advisor provides a variety of financial planning services to Client which, depending on complexity, can include: • Full financial plan that includes analysis of cur”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Tara T. Unverzagt
  • Firm size: 5 employees.
  • Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Business owners

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
2% a year
Minimum
$1,500 minimum fee (stated in brochure)
Clients
50
Employees
5
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, educational seminars and workshops, and other services
Assets managed
$114,824,594
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
175015
Website
southbayfinancialpartners.com (opens in new tab)
Phone
(310) 792-4189

Can advise clients in 4 states: California, Florida, Illinois, Texas

Other planners in Torrance that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.