Tamara Durbin
Advisor at APELLA Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
Based on APELLA Wealth
Tax-loss harvesting
Factor investing / smart beta
ESG / Sustainable investing
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial planning fixed fees negotiated case-by-case, typically one-time unless ongoing services requested
$0 - $500,000: $500,000+: up to 1.50% annually
Financial planning services hourly fees range from $1,000 to $25,000 depending on complexity; ongoing annual fixed fee also available
Account minimum: $500,000
Location
Huntington Beach, CA
Most active in
Tamara D has reported serving >5 clients in these states in the last 12 months.
California · Connecticut
Work history
Apella Wealth
2026 - Present (1 year)
CS TOMASI Wealth Management
2023 - 2025 (2 years)
LPL Financial, LLC
2020 - 2022 (2 years)
Securities America Advisors
2020 - 2022 (2 years)
SECURITIES AMERICA, inc.
2020 - 2022 (2 years)
KÖR
2020 - Present (6 years)
THRIVENT FINANCIAL for Lutherans
2002 - 2020 (18 years)
Thrivent Investment Management
2002 - 2020 (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.
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