A complete list of active advisors currently associated with Index Gurus, Inc.

Warmer can help you find a great advisor at Index Gurus, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Index Gurus, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Faruk Jaffer	Concord, CA	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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