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Index Wealth Advisors, LLC

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Client assets under management

$36,189,679

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Clients

129

27% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

65

High

Average account size

$280,540

About

Index Wealth Advisors provides discretionary investment management and related financial planning to individuals and institutions, including trusts, foundations, pension and profit-sharing plans. Services emphasize portfolios of passively managed or index mutual funds, with occasional limited-scope hourly planning engagements and tax‑efficient investment guidance.

The firm builds globally diversified index portfolios using Modern Portfolio Theory and a multi‑factor framework that intentionally tilts toward smaller‑cap and value‑oriented equities; asset allocation is determined by a Risk Capacity Survey that considers five dimensions of risk. Accounts are monitored and rebalanced as needed, with quarterly performance reports and periodic reviews documented in the brochure.

Noteworthy details in the brochure include the firm’s use of Dimensional Fund Advisors’ analytics and educational resources (webinars and conferences) to support client education and reporting, and its stated practice of providing annual disclosures in addition to regular client communications. The brochure also discloses an uncommon outside activity for a firm of this size: one principal maintains a separate life, health, and disability insurance practice (reported as taking under 1% of time).

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Passive / index investing Tax-loss harvesting Real estate investing

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Fee options

Percentage

$0 - $100,000: 1.55% annually $100,001 - $250,000: 1.25% annually $250,001 - $500,000: 0.9% annually $500,001 - $1,000,000: 0.7% annually $1,000,001+: 0.6% annually

Project-based

$225 per hour for financial planning services for clients without advisory assets

Other

Account minimum: $100,000 Fee-only: Firm is fee-only (compensated solely by client fees)

Main office location

Index Wealth Advisors, LLC

5440 West 110 Th Street, Suite 300

Overland Park KS 66211, United States

Number of offices

1

Most active in

More info

Kansas · Missouri · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 913-897-0900

Advisors at this firm

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user avatar

Erica M

Series 66

Overland Park, KS

Index Wealth Advisors, LLC

Erica Massman is a financial advisor at Index Wealth Advisors, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Index Portfolio Solutions, LLC since 2011. Index Wealth Advisors provides discretionary investment advisory services to individuals and institutions, focusing on passively managed, globally diversified index-fund portfolios. The firm’s approach uses Modern Portfolio Theory and a Fama-French multi-factor framework, emphasizing smaller-cap and value exposures, with regular portfolio monitoring and client education.

Passive / index investing Tax-loss harvesting Real estate investing
user avatar

Christopher M

Series 66

Overland Park, KS

Index Wealth Advisors, LLC

Christopher Massman is a financial advisor at Index Wealth Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has been involved with Caravan Trailer, Inc. since 2005, working in trailer sales. Index Wealth Advisors provides discretionary investment advisory services to individuals and institutions, focusing on globally diversified, passively managed index portfolios that utilize a Fama-French multi-factor framework. The firm emphasizes client education and uses proprietary research tools alongside Dimensional Fund Advisors’ resources in portfolio construction and reporting.

Passive / index investing Tax-loss harvesting Real estate investing
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