Faruk Jaffer
Index Gurus · Concord, California
Faruk Jaffer is a fee-only financial advisor at Index Gurus in Concord, California, who holds the CFP and ChFC credentials. Faruk charges a percentage of assets and a one-time planning fee (one-time plans from $2,950 and a $1,000,000 asset minimum) and focuses on equity compensation, retirement planning and retirement with concentrated positions.
Request an introduction to Faruk →
Specialties
Who they serve
- Executives
- Tech employees
- Retirees
- Pre-retirees
Facts
| Firm | Index Gurus |
|---|---|
| Based in | Concord, California |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,950 · A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $50.9M across 32 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA · CRD 4458443 |
| Exams passed | Series 63 (2002) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.indexgurus.com |
| Profile |
Request an introduction to Faruk
Tell Faruk a little about what you're looking for. Faruk 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 Faruk
Is Faruk Jaffer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Faruk holds no broker registration, and Index Gurus reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Faruk charge for financial advice?
Faruk charges a percentage of assets and a one-time planning fee.
How much does Faruk charge?
According to Index Gurus's website, checked October 30, 2026: one-time plans from $2,950; a $1,000,000 asset minimum.
Does Faruk work with clients virtually?
Yes. Index Gurus says on its website that it works with clients remotely.
Where is Faruk Jaffer based?
Faruk Jaffer is based in Concord, California.
What does Faruk specialize in?
Faruk's specialties include equity compensation, retirement planning, retirement with concentrated positions, small business owners, tax planning and estate & legacy planning. Faruk works with executives, tech employees, retirees and pre-retirees.
What credentials does Faruk Jaffer hold?
Faruk Jaffer holds the CFP and ChFC credentials.
Is Faruk Jaffer registered with the SEC?
Yes. Faruk Jaffer is registered as an investment adviser representative in CA (CRD 4458443), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Index Gurus manage?
Index Gurus reports $50.9M across 32 accounts in assets under management.
How do I contact Faruk Jaffer?
Through Faruk's website, www.indexgurus.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
- Index Gurus website : specialties, clients served, and fees, checked October 30, 2026
- 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.