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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

VERTEX PARTNERS

VERTEX PLANNING PARTNERS, LLC, CRD 316839

DOWNERS GROVE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a7d7349-d7d3-d7e6-bd8b-99c61201fc8c

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 4
On other graphs: 0
Observed: Dec 3, 2021 to Mar 30, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=9.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $77.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 13
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,580
Individual clients: 552
High net worth clients: 284
Custody, client assets: $419M
SEC number: 801-122980
CRD: 316839
Filings on the tape: 15
First filed: Dec 3, 2021
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, IL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY PAUL BENNER	Certified Financial Planner\|Chartered Financial Consultant	DOWNERS GROVE, IL	4	23	7	no
MICHAEL DAVID BELLIS	Certified Financial Planner	DOWNERS GROVE, IL	4	33	4	yes
CHRISTOPHER CHARLES HUSTON	n/a	DOWNERS GROVE, IL	4	20	2	no
TAMMY TALYA BILLADEAU	Certified Financial Planner	DOWNERS GROVE, IL	4	17	6	no
JUSTIN JOHN DAGOSTINO	Certified Financial Planner	DOWNERS GROVE, IL	4	10	7	yes
Cynthia J Mittlestaedt	Certified Financial Planner	DOWNERS GROVE, IL	4	10	2	no
JULIE ANN HUPP	Certified Financial Planner	DOWNERS GROVE, IL	4	24	4	no
Edward Kyle Smith	n/a	DOWNERS GROVE, IL	4	11	n/a	yes
STEVEN PAUL FRANZEN	Personal Financial Specialist	DOWNERS GROVE, IL	4	28	4	yes
PETER MATTHEW BABILLA	Certified Financial Planner	DOWNERS GROVE, IL	3	41	3	yes
SCOTT ANDREW SANDEE	Certified Financial Planner	DOWNERS GROVE, IL	3	23	5	no
Megan Nicole Micek	n/a	DOWNERS GROVE, IL	2	12	n/a	yes
Igor Yukhvidin	n/a	DOWNERS GROVE, IL	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BELLIS, MICHAEL, DAVID	MANAGING MEMBER	C	yes	09/2021	Mar 30, 2026	Mar 30, 2026
BENNER, GREGORY, PAUL	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	yes	09/2021	Mar 30, 2026	Mar 30, 2026
FRANZEN, STEVEN, PAUL	MANAGING MEMBER	A	yes	09/2021	Mar 30, 2026	Mar 30, 2026
HUSTON, CHRISTOPHER, CHARLES	Member	A	no	03/2022	Mar 30, 2026	Mar 30, 2026
SANDEE, SCOTT, ANDREW	Member	Na	no	01/2023	Mar 30, 2026	Mar 30, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
VERTEX ACCOUNTING PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Grayslake	IL	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.0B	$1.0B	20	13	1	n/a	n/a
2024	Mar 26, 2025	$828M	$826M	20	13	1	n/a	n/a
2023	Mar 28, 2024	$671M	$670M	14	14	1	n/a	n/a
2022	Mar 22, 2023	$481M	$481M	14	14	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$828M	22.2%	$481M	28.1%	20	20	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HIGHPOINT PLANNING PARTNERS	8	Apr 29, 2022	Jun 1, 2022	DOWNERS GROVE, IL	Team lift out	RIA to new firm	8.5%

Relationships

Registered with (13)

← Igor YukhvidinAdvisorregistration: current employment
Oct 3, 2025 to presentfactForm ADV
← Megan Nicole MicekAdvisorregistration: current employment
Sep 3, 2024 to presentfactForm ADV
← SCOTT ANDREW SANDEEAdvisorregistration: current employment
Jan 18, 2023 to presentfactForm ADV
← PETER MATTHEW BABILLAAdvisorregistration: current employment
Dec 16, 2022 to presentfactForm ADV
← STEVEN PAUL FRANZENAdvisorregistration: current employment
Jun 1, 2022 to presentfactForm ADV
← Edward Kyle SmithAdvisorregistration: current employment
May 15, 2022 to presentfactForm ADV
← JULIE ANN HUPPAdvisorregistration: current employment
May 13, 2022 to presentfactForm ADV
← MICHAEL DAVID BELLISAdvisorregistration: current employment
Mar 31, 2022 to presentfactForm ADV
← CHRISTOPHER CHARLES HUSTONAdvisorregistration: current employment
Mar 31, 2022 to presentfactForm ADV
← TAMMY TALYA BILLADEAUAdvisorregistration: current employment
Mar 31, 2022 to presentfactForm ADV
← JUSTIN JOHN DAGOSTINOAdvisorregistration: current employment
Mar 31, 2022 to presentfactForm ADV
← Cynthia J MittlestaedtAdvisorregistration: current employment
Mar 31, 2022 to presentfactForm ADV
← GREGORY PAUL BENNERAdvisorregistration: current employment
Mar 21, 2022 to presentfactForm ADV

Controls (3)

← BELLIS, MICHAEL, DAVIDOwnerMANAGING MEMBER, ownership code C, individual
Dec 3, 2021 to Oct 28, 2024factForm ADV
← FRANZEN, STEVEN, PAULOwnerMANAGING MEMBER, ownership code B, individual
Dec 3, 2021 to Oct 28, 2024factForm ADV
← BENNER, GREGORY, PAULOwnerCHIEF COMPLIANCE OFFICER / MANAGING MEMBER, ownership code C, individual
Dec 3, 2021 to Oct 28, 2024factForm ADV

Owns (1)

← HUSTON, CHRISTOPHER, CHARLESOwnerMEMBER, ownership code A, individual
Mar 21, 2022 to Oct 28, 2024factForm ADV

Moved with (1)

← HIGHPOINT PLANNING PARTNERSRegistered adviser7 advisors, team lift out, same day
Apr 29, 2022 to Jun 1, 2022factForm ADV

Dated events

Occurred
Mar 28, 2024
Regulatory AUM changed
Vertex Partners reported RAUM $671.2M, up 40% from $481.1M (2023-12-15 to 2024-03-28)
Form ADVobserved 4 days ago
$190M
Occurred
Apr 29, 2022
Team lift-out
7 advisors left Highpoint Planning Partners (Downers Grove, IL) for Vertex Partners on the same day
Form ADVobserved 4 days ago
7 advisors
Occurred
Mar 21, 2022
Control person left
Andrew Bradley Schaffnit (Managing Member) no longer on Schedule A of Vertex Partners (listed 2021-12-15, absent 2022-03-21)
Form ADVobserved 4 days ago
Occurred
Dec 3, 2021
First Form ADV filing
Vertex Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a7d7349-d7d3-d7e6-bd8b-99c61201fc8c
First observed: Dec 3, 2021
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VERTEX PARTNERS

VERTEX PLANNING PARTNERS, LLC, CRD 316839

DOWNERS GROVE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a7d7349-d7d3-d7e6-bd8b-99c61201fc8c

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:45 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY PAUL BENNER

Certified Financial Planner|Chartered Financial Consultant

DOWNERS GROVE, IL

MICHAEL DAVID BELLIS

Certified Financial Planner

DOWNERS GROVE, IL

yes

CHRISTOPHER CHARLES HUSTON

n/a

DOWNERS GROVE, IL

TAMMY TALYA BILLADEAU

Certified Financial Planner

DOWNERS GROVE, IL

JUSTIN JOHN DAGOSTINO

Certified Financial Planner

DOWNERS GROVE, IL

yes

Cynthia J Mittlestaedt

Certified Financial Planner

DOWNERS GROVE, IL

JULIE ANN HUPP

Certified Financial Planner

DOWNERS GROVE, IL

Edward Kyle Smith

n/a

DOWNERS GROVE, IL

n/a

yes

STEVEN PAUL FRANZEN

Personal Financial Specialist

DOWNERS GROVE, IL

yes

PETER MATTHEW BABILLA

Certified Financial Planner

DOWNERS GROVE, IL

yes

SCOTT ANDREW SANDEE

Certified Financial Planner

DOWNERS GROVE, IL

Megan Nicole Micek

n/a

DOWNERS GROVE, IL

n/a

yes

Igor Yukhvidin

n/a

DOWNERS GROVE, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BELLIS, MICHAEL, DAVID

MANAGING MEMBER

yes

09/2021

Mar 30, 2026

BENNER, GREGORY, PAUL

CHIEF COMPLIANCE OFFICER / MANAGING MEMBER

yes

09/2021

Mar 30, 2026

FRANZEN, STEVEN, PAUL

MANAGING MEMBER

yes

09/2021

Mar 30, 2026

HUSTON, CHRISTOPHER, CHARLES

Member

03/2022

Mar 30, 2026

SANDEE, SCOTT, ANDREW

Member

01/2023

Mar 30, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VERTEX ACCOUNTING PARTNERS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Grayslake

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.0B

n/a

2024

Mar 26, 2025

$828M

$826M

n/a

2023

Mar 28, 2024

$671M

$670M

n/a

2022

Mar 22, 2023

$481M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$828M

22.2%

$481M

28.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HIGHPOINT PLANNING PARTNERS

Apr 29, 2022

Jun 1, 2022

DOWNERS GROVE, IL

Team lift out

RIA to new firm

8.5%