Vertex Partners

**Summary:** **Background and Expertise:** Vertex Planning Partners, LLC is a registered investment adviser offering financial planning, consulting, and investment management services. The firm was established in December 2021 and is owned by Gregory Benner, Michael Bellis, Christopher Huston, and Steven Franzen. As of December 2024, the firm manages $827,936,305 in assets, with $826,001,464 managed on a discretionary basis. **Consumer-Facing Terms:** - **Minimum Initial Investment:** Not specified. - **Fee Structure:** Charges fixed or hourly fees for financial planning and consulting services ranging from $500 to $15,000. Investment management fees vary between 30 and 200 basis points (0.30% – 2.00%). - **Fiduciary:** Acts in the best interests of clients. - **Investment Discretion:** Has the authority to exercise discretion over client accounts. - **Investment Philosophy:** Emphasizes asset allocation, diversification, and behavioral finance principles. **Advisory Business Description:** Vertex Planning Partners offers financial planning, consulting, and investment management services tailored to individual client needs. The firm utilizes a mix of active and passive management strategies, mutual funds, ETFs, and independent managers to align portfolios with client objectives. Clients have the flexibility to engage the firm for additional services and retain decision-making authority over their investments. This summary provides an overview of Vertex Planning Partners' background, expertise, consumer-facing terms, investment discretion, and investment philosophy based on the information provided in the brochure.