Index Gurus, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Index Gurus, Inc. is a fee-only registered investment adviser that provides financial planning and investment management to individuals, small businesses, trusts, estates, charitable organizations and certain institutional clients. Services described in the brochure include comprehensive financial planning, retirement planning, tax-aware analysis, and ongoing portfolio management delivered through consultations and written agreements.
The firm emphasizes passive, asset-class investing implemented largely with ETFs, index investments and fixed income, alongside more specialized allocations such as preferred securities described in the brochure. Index Gurus manages client accounts on a primarily non-discretionary basis, placing trades under a limited power of attorney while clients retain final investment decisions and periodic reviews are provided as needed.
Index Gurus operates DrawDownIQ, a retirement tax-withdrawal optimization software platform whose subscription revenue the firm discloses and may use at no additional charge in client analyses, and the brochure explains the firm’s steps to address the related conflict of interest. The brochure also highlights the principal’s teaching experience and the firm’s educational orientation, noting that it provides educational analyses and makes available periodicals/newsletter content and occasional seminars or workshops to support client decision-making.
Client services
Expertise
Fee options
$1,000,000 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually
Financial planning hourly rate: $300 per hour
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $2,500 may be charged if account falls below $1,000,000 Fee-only: Financial planning: $300 per hour; one-time Data Gathering & Design Fee (waivable)
Main office
Concord CA
Advisors at this office
1
Most active in
California
Also doing business as
Faruk Shiraz Jaffer · Index Gurus · Index Gurus, Inc. · Jaffer, Faruk, S · Jaffer, Faruk, Shiraz · Leprechaun Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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