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The Tarbox Group, Inc. (Newport Beach)


The Tarbox Group, Inc. is a large advisory firm based in Newport Beach. It manages $518.66 million of regulatory assets for 482 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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The Tarbox Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Tarbox Group: assets under management

The assets under management (AUM) of The Tarbox Group, Inc. is $518.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 180% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $518.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.08 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Tarbox Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Newport Beach

The principal office where The Tarbox Group, Inc. performs its advisory services is located at 500 Newport Center Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-721-2330 or by fax 949-721-0734. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at tarboxgroup.com.


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