Fee-only adviser · Downers Grove, IL
Vertex Partners
Vertex Partners is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Downers Grove, Illinois. On its latest Form ADV, filed March 30, 2026, it reports $1.0B in regulatory assets under management, 836 individual clients and 13 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 316839 · SEC file 801-122980 |
| Office | 3000 Woodcreek Drive Suite 100 Downers Grove, IL 60515 |
| Phone | (630) 836-3300 |
| Website | www.vertexplanningpartners.com |
| Regulatory assets under management | $1.0B ($1.0B discretionary) |
| Individual clients | 552 non-high-net-worth, 284 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 20 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Downers Grove
- JMG Financial Group Ltd $7.5B
- Capstone Financial Advisors Inc $2.9B
- Arbor Financial Services, LLC $122M
- Opus Financial Solutions LLC $151M
- Clement Street Capital LLC $141M
- Stabile Investment Management $101M
See all 10 fee-only advisers in Downers Grove →
Nearby
- Lisle 4 firms
- Oak Brook 8 firms
- Glen Ellyn 3 firms
- Lombard 2 firms
- Hinsdale 7 firms
- Woodridge 1 firm
- Oakbrook Terrace 4 firms
- Wheaton 4 firms
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