Raymond Gadbois
Index Financial Advisors · Healdsburg, California
Raymond Gadbois is a fee-only financial advisor at Index Financial Advisors in Healdsburg, California, who holds the CFP credential. Index Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Index Financial Advisors |
|---|---|
| Based in | Healdsburg, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $125.6M across 140 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5167530 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Raymond's firm compares
- Index Financial Advisors's average account is about $897,000, from its Form ADV (assets managed divided by 140 accounts).
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Questions about Raymond
Is Raymond Gadbois a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and Index Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond's firm, Index Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Raymond Gadbois based?
Raymond Gadbois is based in Healdsburg, California.
What credentials does Raymond Gadbois hold?
Raymond Gadbois holds the CFP credential.
Is Raymond Gadbois registered with the SEC?
Yes. Raymond Gadbois is registered as an investment adviser representative in CA (CRD 5167530), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Index Financial Advisors manage?
Index Financial Advisors reports $125.6M across 140 accounts in assets under management.
How do I contact Raymond Gadbois?
Contact details aren't on file yet. Search for Index Financial Advisors.
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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