Mary E. Brunson

INDEX FUND ADVISORS | Wealth Advisor, Vice President

IRVINE, CA 92612

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CRD#: 5327459

Professional summary

Mary Elizabeth Brunson, AIF®, who also goes by Mary Elizabeth Duncan, is a registered financial advisor currently at INDEX FUND ADVISORS, INC. located in Irvine, California.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Mary has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Institutional consulting

Financial planning

Trust & estate planning

Philanthropic services

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Mary Elizabeth Duncan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elizabeth Brunson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 20, 2007 - Present

INDEX FUND ADVISORS, INC.

Office #1: 19200 Von Karman Ave Suite 150, Irvine, CA 92612

RIA

CRD#: 109143

IRVINE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INDEX FUND ADVISORS, INC.

CRD#: 109143 / SEC#: 801-57978

RIA

Registered Investment Advisory firm - (9/28/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/30/2007)

IAR

Louisiana
(4/23/2007)

IAR

Texas
(4/20/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/27/2007

Uniform Investment Adviser Law Examination

Current Firm

INDEX FUND ADVISORS, INC.

CRD#: 109143 / SEC#: 801-57978

RIA

Registered Investment Advisory firm - (9/28/2000 Approved)

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Contact information

Main Address

19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566

Mailing Address

Phone number

(949) 502-0050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INDEX FUND ADVISORS FORM ADV PART 2A 10.08.2025 (10/8/2025)

Regulatory assets under management

Total Number of Accounts	7,146
AUM (Assets Under Management)	$ 5,329,171,931

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Mary E. Brunson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elizabeth Brunson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEX FUND ADVISORS, INC.

Primary Firm SEC Registration

INDEX FUND ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/27/2007

Current Firm

INDEX FUND ADVISORS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INDEX FUND ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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