# Kerrie Doughty-Lloyd

> Kerrie Doughty-Lloyd is a fee-only financial advisor at Index Fund Advisors in Irvine, California. Index Fund Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kerrie-doughty-lloyd/
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
- **CRD:** 1128795 (https://adviserinfo.sec.gov/individual/summary/1128795)
- **SEC registration:** Investment adviser representative in CA, LA, TX
- **Exams passed:** Series 63 (1991), Series 65 (2024), Series 66 (2019)
- **Firm size:** 50 employees
- **Disclosures:** None reported
- **Website:** http://harrymarkowitzinterviews.com

## Frequently asked questions

### Is Kerrie Doughty-Lloyd a fee-only financial advisor?

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

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

### Where is Kerrie Doughty-Lloyd based?

Kerrie Doughty-Lloyd is based in Irvine, California.

### Is Kerrie Doughty-Lloyd registered with the SEC?

Yes. Kerrie Doughty-Lloyd is registered as an investment adviser representative in CA, LA and TX (CRD 1128795), 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 Kerrie Doughty-Lloyd?

Through Kerrie's website, harrymarkowitzinterviews.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1128795): 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.