Index Gurus, Inc. fees and pricing

Financial planner in Concord, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 3, 2026, Index Gurus, Inc. charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The hourly rate for financial planning services is $300.00 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
“At termination, fees will be based on a pro-rata basis.”
“If the client made an advance payment, Index Gurus will refund any unearned portion of the advance payment.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and ChFC®.
Registered as an adviser: 2004 (22 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 32
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and educational seminars and workshops
Assets managed: $50,854,398
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 131014
Website: indexgurus.com (opens in new tab)
Phone: (925) 354-1090

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