Tarbox Family Office, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175⁠-⁠$600/hr

“The negotiable fees for these services generally range from $5,000 to $20,000 on a fixed-fee basis, or between $175.00 to $600.00 per hour on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering those services.”

Flat or project fee

$5,000⁠-⁠$20,000

From the same sentence as above.

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

How Tarbox Family Office, Inc. bills

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

• “Payment Method Investment advisory fees are billed and payable quarterly in arrears.”
• “Although the majority of Tarbox Family Office, Inc.’s clients may have their fees deducted from their accounts, clients may choose to be billed directly.”
• “Payment Schedule Investment advisory fees are billed in arrears and payable each quarter.”

How Tarbox Family Office, Inc.’s fees compare

• Its hourly rate of $175-$600 spans the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 14 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$20,000 is above the California median of $5,000. 85% of the 796 other California planners that publish a flat or project fee charge less.
• 19 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.

About Tarbox Family Office, Inc.

• Principal: Laura Tarbox
• Firm size: 8 employees.
• Registered as an adviser: 1986 (40 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

1% a year

Clients

208

Employees

8

Works with

High net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$953,740,765

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

106079

Website

tarbox.com (opens in new tab)

Phone

(949) 721-2330

Can advise clients in 3 states: Arizona, California, Texas

Other planners in Newport Beach that publish fees

• Banta Asset Management LPNewport Beach$350/hr
• Bridge Capital Consulting, LLCNewport Beach$250/hr, $250⁠-⁠$12,000
• Campbell Advisory Services, LLCNewport Beach$150⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Centriplan, LLCNewport Beach$250⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Crystal Cove Asset ManagementNewport Beach$1,500⁠-⁠$10,000
• Hall Financial WellnessNewport Beach$500⁠-⁠$5,000, $1,500⁠-⁠$10,000/yr

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