Index Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$36,189,679
Clients
129
Advisors
2
of 2 employees
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
Expertise
Fee options
$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
$225 per hour for financial planning services for clients without advisory assets
Account minimum: $100,000 Fee-only: Firm is fee-only (compensated solely by client fees)
Main office
5440 West 110th Street, Suite 300
Overland Park KS 66211
Advisors at this office
2
Most active in
Kansas · Missouri · Texas
Also doing business as
Index Portfolio Solutions, LLC · Index Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
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.
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.
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