Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
19yrs
Daniel Chong
Financial advisor at Index Fund Advisors
Based in Irvine, California, Daniel Chong is a fiduciary financial advisor with 19 years of industry experience. Daniel joined Index Fund Advisors in 2016, after six years at National Planning. Daniel holds the CFP® designation.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 60% of advisors in Irvine
Office19200 Von Karman Ave Suite 150, Irvine, CA 92612
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.5 million
Advisors at the firm17
States licensed ?1 state
Services through Index Fund Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowIndex Fund Advisors, Inc.Current firm
- 2009 – 2015National Planning CorporationPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Index Fund Advisors at 949-502-0050 and ask for Daniel Chong. Daniel works from the Irvine, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2007, about 19 years. More experience than 60% of advisors in Irvine.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Index Fund Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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