# Daniel Chong

> Daniel Chong is a fee-only financial advisor at Index Fund Advisors in Irvine, California, who holds the CFP credential. Index Fund Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-chong/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Index Fund Advisors
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $5.93B across 6,664 accounts
- **Credentials:** CFP
- **CRD:** 5127743 (https://adviserinfo.sec.gov/individual/summary/5127743)
- **SEC registration:** Investment adviser representative in CA, LA, TX
- **Exams passed:** Series 63 (2007), Series 65 (2009)
- **Firm size:** 50 employees
- **Disclosures:** None reported
- **Website:** http://harrymarkowitzinterviews.com

## Frequently asked questions

### Is Daniel Chong a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Index Fund Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Index Fund Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Daniel Chong based?

Daniel Chong is based in Irvine, California.

### What credentials does Daniel Chong hold?

Daniel Chong holds the CFP credential.

### Is Daniel Chong registered with the SEC?

Yes. Daniel Chong is registered as an investment adviser representative in CA, LA and TX (CRD 5127743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Index Fund Advisors manage?

Index Fund Advisors reports $5.93B across 6,664 accounts in assets under management.

### How do I contact Daniel Chong?

Through Daniel's website, harrymarkowitzinterviews.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5127743): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.