Fee-Only, Fiduciary, Independent Guidance
Disciplined investment management for investors with $1M+ in investable assets—focused on clarity, stewardship, and after-tax awareness. Serving the San Francisco Bay Area from Walnut Creek, CA.
Request a Private ConsultationWhat does “fee-only” mean, and why does it matter?
“Fee-only” generally means the adviser is compensated by client fees rather than commissions from selling investment or insurance products.
Many investors prefer this structure because it may help reduce product-related conflicts of interest.
Are you a fiduciary?
As a registered investment adviser, Index Gurus, Inc. has fiduciary obligations to clients. In practice, this means we are expected to put
client interests first within the scope of the advisory relationship.
Who is this service designed for?
This is designed for investors with $1M+ in investable assets who want disciplined investment management and a professional,
long-term relationship—without feeling pushed into products. We serve the San Francisco Bay Area, based in Walnut Creek, CA.
What problem does a fee-only approach solve for high-net-worth investors?
Many high-net-worth investors want clarity around incentives, fees, and decision-making. A fee-only relationship helps keep the focus on
investment management, risk awareness, and after-tax considerations—rather than product sales.
Do you sell commissioned products or get paid by third parties?
Index Gurus’ focus is investment advisory services. If insurance or other planning considerations arise, we can coordinate with your existing professionals.
Any compensation and conflicts of interest should be reviewed in our disclosures and advisory documents.
How do you ensure the strategy fits my needs?
We begin by understanding your goals, time horizon, liquidity needs, and risk preferences. We then build a disciplined strategy and manage it with ongoing
monitoring, transparency, and after-tax awareness as your life and markets evolve.
Do you guarantee investment results?
No. All investing involves risk, including the possible loss of principal. We do not guarantee results. Our focus is disciplined decision-making,
risk-aware portfolio construction, and ongoing stewardship aligned to client goals.
How do I request a consultation?
You can request a private consultation here:
https://www.indexgurus.com/contact-us