Shareen Balkey
Index Fund Advisors · Irvine, California
Shareen Balkey 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.
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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 |
| SEC registration | Investment adviser representative in CA · CRD 2197481 |
| Exams passed | Series 63 (1999) · Series 65 (2017) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | harrymarkowitzinterviews.com |
How Shareen'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 Shareen
Is Shareen Balkey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shareen 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 Shareen charge for financial advice?
Shareen's firm, Index Fund Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Shareen Balkey based?
Shareen Balkey is based in Irvine, California.
Is Shareen Balkey registered with the SEC?
Yes. Shareen Balkey is registered as an investment adviser representative in CA (CRD 2197481), 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 Shareen Balkey?
Through Shareen'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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