# VERTEX PLANNING PARTNERS, LLC

VERTEX PLANNING PARTNERS, LLC of DOWNERS GROVE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 316839
- Type: SEC-registered investment adviser
- SEC file number: 801-122980
- Location: 3000 WOODCREEK DRIVE, SUITE 100, DOWNERS GROVE, IL, 60515
- Phone: 630-836-3300
- Latest filing: 2026-03-30
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $2.5M
- Clients: 20
- Accounts: 2,580

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Paul Benner | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |
| Steven Paul Franzen | MANAGING MEMBER | — |
| Michael David Bellis | MANAGING MEMBER | — |
| Christopher Charles Huston | MEMBER | — |
| SCHAFFNIT BRADLEY ANDREW | MANAGING MEMBER | — |
| BENNER GREGORY PAUL | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |
| FRANZEN STEVEN PAUL | MANAGING MEMBER | — |
| BELLIS MICHAEL DAVID | MANAGING MEMBER | — |
| HUSTON CHRISTOPHER CHARLES | MEMBER | — |
| Scott Andrew Sandee | MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| GRAYSLAKE | IL | 2 | 847-231-0990 |
| GRAYSLAKE | IL | 2 | 847-231-0990 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316839/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316839/similar
- Related entities: https://search.stillhousedata.com/firm/316839/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316839

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.