Index Gurus, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,854,398
Clients
32
81% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$1,589,200
About
Index Gurus serves individual investors, trusts, estates, charitable organizations and small investment entities with personalized financial planning, investment advisory services and limited‑scope hourly engagements. The firm’s brochure reports approximately $44 million under management across about 31 client relationships and describes both one‑time financial plans and ongoing investment management relationships.
The firm emphasizes passive, asset‑class investing and global diversification implemented primarily through ETFs, index investments, mutual funds and preferred securities, with attention to income and fixed‑income sub‑classes. Accounts are managed on a non‑discretionary basis (trades are placed under a limited power of attorney), custodial services are provided through Schwab Institutional, and the sole advisor conducts continuous account reviews while communicating with clients when changes are recommended.
Index Gurus describes client outreach beyond routine reporting, including periodic newsletters/periodicals and educational seminars or workshops, and the brochure highlights the adviser’s academic and educational work as part of that capability. The firm is fee‑only, accepts a range of client types (including charitable organizations and investment companies), and offers structured planning options (comprehensive plans and hourly engagements) that distinguish it from many similarly sized solo practices.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Passive / index investing
Fee options
One-time Data Gathering & Design Fee of $550 for financial planning (waivable)
$1,000,000 - $5,000,000: 1.00% annually (0.01 quarterly) $5,000,001 - $10,000,000: 0.80% annually (0.008 quarterly) $10,000,001+: 0.70% annually (0.007 quarterly)
$250 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $2,500 may be charged if account falls below $1,000,000 Fee-only: Financial planning fee: $550 one-time Data Gathering & Design Fee (waivable); $250/hour for financial planning; Investment management fees based on tiered AUM schedule.
Main office location
Index Gurus, Inc.
Concord CA, United States
Number of offices
3
Most active in
Index Gurus, Inc. 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 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.
Forms ADV
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