Neal Rutter
Index Fund Advisors · Irvine, California
Neal Rutter 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.
Request an introduction to Neal →
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 |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 5558979 |
| Exams passed | Series 63 (2008) · Series 65 (2015) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | harrymarkowitzinterviews.com |
How Neal'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 Neal
Tell Neal a little about what you're looking for. Neal 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 Neal
Is Neal Rutter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neal 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 Neal charge for financial advice?
Neal's firm, Index Fund Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Neal Rutter based?
Neal Rutter is based in Irvine, California.
Is Neal Rutter registered with the SEC?
Yes. Neal Rutter is registered as an investment adviser representative in CA, LA and TX (CRD 5558979), 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 Neal Rutter?
Through Neal'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.