I
Index Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$125,604,909
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
22
95% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$5,709,314
About
Index Financial Advisors LLC provides investment management, comprehensive financial planning, and project-based financial consulting to individuals, families, trusts and estates. As of December 31, 2025 the firm reported managing approximately $126 million across about 140 accounts for roughly 23 clients, and it manages client assets on a non-discretionary basis, executing trades only after client consent.
The firm follows a long-term, passive approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, emphasizing asset allocation and low-cost, well‑diversified index mutual funds and ETFs. Portfolios are reviewed at least quarterly, rebalanced as needed, and written recommendations are provided to clients rather than relying on discretionary trading authority.
Distinctive features include an atypical affiliation with accounting-related activities: the firm’s principal devotes about 20% of his time to providing accounting, administrative, and consulting services to a family office and related entities. The firm is fee‑only, does not take custody of client assets, does not vote client proxies, and generally does not aggregate trades for multiple clients.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Debt management
Cash flow / budgeting
Fee options
Financial planning fixed fee from $2,500 to $5,000 depending on complexity
$0 - $2,500,000: 0.50% per year $2,500,000 - $5,500,000: 0.25% per year $5,500,000+: 0.125% per year
Financial consulting services generally charged at $200 per hour
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee per client relationship Fee-only: Fee only financial planning and investment management; no commissions or referral fees
Main office location
Index Financial Advisors LLC
Healdsburg CA, United States
Number of offices
1
Most active in
Index Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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