500 Newport Center Drive, Suite 500
Newport Beach, CA 92660
Phone: (949) 721-2330
Fax: (949) 721-0734
April 2012
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for our clients’ total financial well-being.
We use a high-touch, team approach
to provide comprehensive and objective
wealth management services to the affluent.
The Tarbox Group, Inc. is a fee-only wealth management firm, and is registered as an Investment Advisor with the SEC. Fee-only means that we do not take any commissions, trails, referral fees, or "kickbacks" from any sources.
We work for, and are paid by, only our clients. So we always work in your best interests, because the more successful you are, the more successful we are.
Investment management services are available to clients that meet our minimum account size of $5,000,000 or agree to pay a minimum annual fee.
Wealth management and financial planning are an integrated part of our services and are provided at no charge to our investment management clients. We normally do not offer wealth management or financial planning services on an hourly or project basis to non-clients.