The Tarbox Group, Inc.

The Tarbox Group, Inc. (CRD# 106079) is a financial advisory firm headquartered in Newport Beach, CA. They manage $431,392,112 in 449 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    431
    MILLION
  • Total Number of Accounts
    449
    ACCOUNTS
  • Average Account Value
    $960,784
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Tarbox Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Laura Tarbox
CRD#: 727947
500 Newport Center Drive, Suite 500, Newport Beach, CA 92660
103
Wealthminder
score

A UCLA graduate with 30+ years in financial planning, Laura received her CFP® in 1984. She is President of The Tarbox Group, Inc., the fee-only wealth advisory firm she founded in 1985.

Laura has served as a Director on the National Board of the Institute of Certified Financial Planners, and is a past President of the Orange County Society of the ICFP. She has taught investment and insurance classes for the California CPA Education Foundation, and has been part of the adjunct faculty of the College for Financial Planning, USC and California Lutheran University. Laura taught financial planning courses in the certificate program at UC Irvine for 20 years, where she was the Program Co-Director and founder of the successful Financial Planning Internship program. In 1997 Laura was chosen from over 800 UCI Extension instructors to receive the Distinguished Instructor Award.

From 1998-1999 Laura served on the Charles Schwab Institutional Advisory Board, and from 1998-2000, she served on the Certified Financial Planner Board of Standards’ Board of Examiners.  Laura currently serves on the TD Ameritrade Elite Advisory Board.

Formerly host of the weekly radio talk show “Money with Laura Tarbox” on K-ORG 1190 AM, Laura is frequently featured in the local and national media as an expert on financial planning and investments, and has been retained as an expert witness in insurance and investment cases.

Laura is a California Licensed Professional Fiduciary and a private trustee on several trusts.

Laura’s volunteer charitable activities include Board Chair of the Laguna Beach Community Foundation, Treasurer of the Laguna Beach Schoolpower Endowment Fund, Laguna Canyon Foundation’s Gift and Estate Planning and Investments Committees, and Board member of ChildAid, a non-profit foundation dedicated to creating opportunity through literacy in the lives of Latin American children living in poverty.

Laura Tarbox has been recognized as one of the “Best Financial Advisors” in the country by Worth magazine since 1996. She was named one the country’s “100 Great Financial Planners” by Mutual Funds magazine in 2001 and 2002.

2
Mark D. Wilson
CRD#: 3044340
500 Newport Center Drive, Ste 500, Newport Beach, CA 92660
101
Wealthminder
score

Mark Wilson (CRD# 3044340) is an Investment Advisor Representative working at The Tarbox Group, Inc. in Newport Beach, CA and has over 18 years of experience in the finance industry. Mark Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael J. Nozzarella
CRD#: 4795933
500 Newport Center Drive, Suite 500, Newport Beach, CA 92660
96
Wealthminder
score

Michael Nozzarella (CRD# 4795933) is an Investment Advisor Representative working at The Tarbox Group, Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry. Michael Nozzarella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Mary E. Sigler
CRD#: 2280110
500 Newport Center Drive, Ste 500, Newport Beach, CA 92660
96
Wealthminder
score

Mary Sigler (CRD# 2280110) is an Investment Advisor Representative working at The Tarbox Group, Inc. in Newport Beach, CA and has over 21 years of experience in the finance industry.

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