Derick Kann
Index Fund Advisors · Irvine, California
Derick Kann is a fee-only financial advisor at Index Fund Advisors in Irvine, California, who holds the CFP and ChFC credentials. Index Fund Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Derick →
Facts
| Firm | Index Fund Advisors |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.93B across 6,664 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 2980359 |
| Exams passed | Series 63 (1998) · Series 65 (2002) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | harrymarkowitzinterviews.com |
| Profile |
How Derick's firm compares
- Index Fund Advisors's average account is about $890,000, from its Form ADV (assets managed divided by 6,664 accounts).
Request an introduction to Derick
Tell Derick a little about what you're looking for. Derick isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Derick
Is Derick Kann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derick 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 Derick charge for financial advice?
Derick's firm, Index Fund Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Derick Kann based?
Derick Kann is based in Irvine, California.
What credentials does Derick Kann hold?
Derick Kann holds the CFP and ChFC credentials.
Is Derick Kann registered with the SEC?
Yes. Derick Kann is registered as an investment adviser representative in CA, LA and TX (CRD 2980359), 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 Derick Kann?
Through Derick's website, harrymarkowitzinterviews.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.