Nicholas Piccarreta
Index Fund Advisors · Irvine, California
Nicholas Piccarreta 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.
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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 |
| SEC registration | Investment adviser representative in AZ, CA, LA, TX · CRD 6080073 |
| Exams passed | Series 63 (2012) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | harrymarkowitzinterviews.com |
How Nicholas's firm compares
- Index Fund Advisors's average account is about $890,000, from its Form ADV (assets managed divided by 6,664 accounts).
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Questions about Nicholas
Is Nicholas Piccarreta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas 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 Nicholas charge for financial advice?
Nicholas's firm, Index Fund Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicholas Piccarreta based?
Nicholas Piccarreta is based in Irvine, California.
What credentials does Nicholas Piccarreta hold?
Nicholas Piccarreta holds the CFP credential.
Is Nicholas Piccarreta registered with the SEC?
Yes. Nicholas Piccarreta is registered as an investment adviser representative in AZ, CA, LA and TX (CRD 6080073), 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 Nicholas Piccarreta?
Through Nicholas'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.
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