Gregory Benner
Advisor at Vertex Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Vertex Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Downers Grove, IL 60515
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
23 years
Gregory Benner is a financial advisor at Vertex Partners with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial and Highpoint Advisor Group. Benner is also involved with Vertex Accounting Partners, a CPA firm affiliated with his advisory practice. Vertex Partners provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm customizes portfolios based on clients’ risk tolerance, time horizon, and liquidity needs, using a combination of proprietary models, mutual funds, ETFs, individual securities, and third-party program platforms.
Based on Vertex Partners
Based on Vertex Partners
Based on Vertex Partners
Fixed fees for financial planning and consulting services, negotiable, ranging from $500 to $15,000 depending on scope and complexity.
$0+: 0.30% – 2.00% annually, depending upon portfolio size, composition, services, and advisor $10,000+: varies by LPL program: e.g., $10,000 minimum for Optimum Market Portfolios Program, $25,000 minimum for Model Wealth Portfolios Program, $50,000 minimum for Manager Access Select Program $250,000+: minimums for Vestmark and Vise platforms (may vary by account)
Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements.
Hourly fees for financial planning and consulting services, negotiable, ranging from $500 to $15,000 depending on scope and complexity.
Account minimum: $10,000 Fee-only: Investment management fees based on assets under management ranging from 0.30% to 2.00%; fixed and/or hourly fees for financial planning and consulting services ranging from $500 to $15,000 depending on scope and complexity; fixed project-based fees for retirement plan consulting up to $15,000 per annum.
3000 Woodcreek Drive, Suite 100
Downers Grove, IL 60515
Illinois · Texas
Vertex Planning Partners, Llc
2022 - Present (4 years)
Highpoint Advisor Group, LLC
2016 - 2022 (6 years)
LPL Financial
2011 - Present (15 years)
Redwood Financial Network Corp.
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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