Overview
Assets Under Management: $828 million
Headquarters: DOWNERS GROVE, IL
High-Net-Worth Clients: 269
Average Client Assets: $2 million
Frequently Asked Questions
VERTEX PLANNING PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316839), VERTEX PLANNING PARTNERS, LLC is subject to fiduciary duty under federal law.
VERTEX PLANNING PARTNERS, LLC is headquartered in DOWNERS GROVE, IL.
VERTEX PLANNING PARTNERS, LLC serves 269 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, VERTEX PLANNING PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
VERTEX PLANNING PARTNERS, LLC manages $828 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, VERTEX PLANNING PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 269
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,374
Discretionary Accounts: 2,365
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 316839
Filing ID: 1959322
Last Filing Date: 2025-03-26 08:51:00
Website: https://vertexpartners.com