# Jeffrey Sims

> Jeffrey Sims 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/jeffrey-sims/
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:** 6689457 (https://adviserinfo.sec.gov/individual/summary/6689457)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2020)
- **Firm size:** 50 employees
- **Disclosures:** None reported
- **Website:** http://harrymarkowitzinterviews.com

## Frequently asked questions

### Is Jeffrey Sims a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?

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

### Where is Jeffrey Sims based?

Jeffrey Sims is based in Irvine, California.

### What credentials does Jeffrey Sims hold?

Jeffrey Sims holds the CFP credential.

### Is Jeffrey Sims registered with the SEC?

Yes. Jeffrey Sims is registered as an investment adviser representative in CA (CRD 6689457), 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 Jeffrey Sims?

Through Jeffrey's website, harrymarkowitzinterviews.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6689457): 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.