Firm
Index Gurus
Concord, California
Fee-only
Facts
| Based in | Concord, California |
|---|---|
| Website | indexgurus.com |
| Phone | (925) 354-1090 |
Index Gurus fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,950 |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Standalone planning engagements start at $2,950 and produce a written plan" source
"The $1 million minimum applies only to ongoing investment management." source
"billed as an annual percentage of assets under management and separate from planning fees" source
"Standalone planning engagements start at $2,950 and produce a written plan" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $51 million |
| Individual clients | 6 |
| Financial planning | Offered |
| Form ADV filed | July 3, 2026 |
| SEC record | CRD 131014 |