Fee-only adviser · Troy, MI
Vertrix Wealth Management, LLC
Vertrix Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Troy, Michigan. On its latest Form ADV, filed April 29, 2026, it reports $343M in regulatory assets under management, 281 individual clients and 7 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 | 339547 · SEC file 801-134983 |
| Office | 1909 East Big Beaver Troy, MI 48083 |
| Phone | (248) 602-0555 |
| Website | www.vertrixwm.com |
| Regulatory assets under management | $343M |
| Individual clients | 178 non-high-net-worth, 103 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 12 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 29, 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 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 Troy
- William Mack & Associates Inc $1.0B
- Spectrum Financial Resources $235M
- Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, L $513M
- J2 Capital Management, Inc. $196M
- Baron Wealth Management, LLC $847M
- Wittenberg Investments Inc. $89M
See all 21 fee-only advisers in Troy →
Nearby
- Clawson 1 firm
- Birmingham 10 firms
- Bloomfield Hills 23 firms
- Lathrup Village 1 firm
- Royal Oak 6 firms
- Bingham Farms 2 firms
- Southfield 6 firms
- Rochester Hills 2 firms
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