South Bay Financial Partners Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
South Bay Financial Partners Group reports 50 clients. They include 27 high-net-worth individuals and 23 individual clients. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $115M across 145 accounts are not. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 13% |
| High-net-worth individuals | 54% | 86% |
| Charitable organizations | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 23 | $14.7M | 12.8% | $640K |
| High-net-worth individuals | 27 | $98.8M | 86.0% | $3.66M |
| Charitable organizations | Fewer than 5 | $1.3M | 1.1% | — |
| Total | 50 | $115M | 100% | — |
- Clients
- 23
- Regulatory AUM
- $14.7M
- AUM share
- 12.8%
- Avg. per client
- $640K
- Clients
- 27
- Regulatory AUM
- $98.8M
- AUM share
- 86.0%
- Avg. per client
- $3.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.3M
- AUM share
- 1.1%
- Avg. per client
- —
Total
- Clients
- 50
- Regulatory AUM
- $115M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
South Bay Financial Partners Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Coaching
- Plan review and support sessions at $165 per hour for basic topics and $440 per hour for complex topics.
- Fresh Start Program
- Six-step program for new clients: Discovery meeting $400-$600; whole program $2,850-$12,000, with discounts available.
- Tax Preparation for Non-Recurring Clients
- Tax preparation for clients who are not recurring clients is charged an extra fee based on their tax situation.
Tara Unverzagt owns 75% or more of South Bay Financial Partners Group. The leadership team of South Bay Financial Partners Group includes President Tara Unverzagt. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of South Bay Financial Partners Group, Inc.
Tara Unverzagt
Control person · since December 2014
- Owns 75% or more of South Bay Financial Partners Group, Inc.
Robert Unverzagt
Control person · since December 2014
South Bay Financial Partners Group’s regulatory assets fell from $155M (May 2021) to $115M (July 2026); clients fell from 56 to 50 and employees rose from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $115M | 50 | 5 | 3 |
| Apr 2025April 2025 | $109M | 47 | 6 | 3 |
| Feb 2024February 2024 | $112M | 47 | 7 | 3 |
| Mar 2023March 2023 | $113M | 51 | 1 | 3 |
| Jul 2022July 2022 | $142M | 48 | 4 | 1 |
| May 2021May 2021 | $155M | 56 | 3 | 1 |
Besides its headquarters, South Bay Financial Partners Group has 2 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- 21515 Hawthorne BLVD, Suite 200, TorranceHQ
Florida · 1 listed address
- 9611 N Hwy 1, Sebastian
Illinois · 1 listed address
- Patriot BLVD., Glenview
Contact and registration details
- Legal name
- South Bay Financial Partners Group, Inc.
- Headquarters
- 21515 Hawthorne BLVD, Suite 200, Torrance, CA 90503
- Phone
- 310-792-4189
- @south-bay-financial-partners
- SEC file
- 801-110198
- Structure
- California corporation
- Fiscal year end
- December
South Bay Financial Partners Group does not have custody of client assets.
At year end, South Bay Financial Partners Group’s separately managed accounts were largely in stocks (49%) and bonds (22%).
What the accounts hold
- Stocks49%
- Funds11%
- Bonds22%
- Investment grade corporate bonds17%
- U.S. government and agency bonds3%
- High-yield corporate bonds2%
- Cash18%
How many clients does South Bay Financial Partners Group have?
South Bay Financial Partners Group has 50 clients and manages $115 million for them, as of July 2026. They include 27 high-net-worth individuals and 23 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026
What services does South Bay Financial Partners Group offer?
South Bay Financial Partners Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does South Bay Financial Partners Group have?
South Bay Financial Partners Group has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does South Bay Financial Partners Group invest in?
At the end of its last fiscal year, South Bay Financial Partners Group’s separately managed accounts held 49% exchange-traded equities, 18% cash and equivalents, 17% investment grade corporate bonds, 11% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds and 2% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns South Bay Financial Partners Group?
South Bay Financial Partners Group’s direct owners are Tara Unverzagt (75% or more) and Robert Unverzagt (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 July 2026
How does South Bay Financial Partners Group get paid?
South Bay Financial Partners Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact South Bay Financial Partners Group?
South Bay Financial Partners Group’s main office is at 21515 Hawthorne BLVD, Suite 200, Torrance, CA 90503. Its phone number is 310-792-4189. Its website is southbayfinancialpartners.com.
