Advisor at Vertrix Wealth Management, LLC
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.
Firm
Vertrix Wealth Management, LLC
Location
Mt. Juliet, TN
Credentials
CFA®, Series 65
Industry experience
8 years
Robert Yarmak is a CFA® charterholder with eight years of industry experience. He is currently with Vertrix Wealth Management, LLC, where he has worked since 2026. Prior to that, he held roles at Greystone Financial Group, LLC and its affiliated entities from 2016 to 2026, and also worked at Hewlett Packard Enterprise from 2015 to 2016. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients, including plan sponsors, trusts, businesses, charitable organizations, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.
Based on Vertrix Wealth Management, LLC
Flat fees may apply for retirement plan consulting, negotiable based on scope and complexity
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000 - $15,000,000: 0.80% $15,000,000 - $25,000,000: 0.75%
Minimum fee: Minimum plan fee of $2,000 for retirement plan consulting
Mt. Juliet, TN
Tennessee
Vertrix Wealth Management, LLC
2026 - Present (1 year)
Greystone Financial Group, LLC
2020 - 2026 (6 years)
Polaris Greystone Financial Group, LLC
2018 - 2020 (2 years)
Polaris Greystone Advisory Group, LLC
2018 - 2020 (2 years)
Polaris Greystone Financial Group, LLC
2017 - 2018 (1 year)
Polaris Greystone Advisory Group, LLC
2017 - 2018 (1 year)
Polaris Greystone Advisory Group, LLC
2016 - 2017 (1 year)
Polaris Greystone Financial Group, LLC
2016 - 2017 (1 year)
Hewlett Packard Enterprise
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 66
Nashville, TN
Center Hill Wealth, LLC
Series 63, Series 65
Mount Juliet, TN
Roman Wealth Management, LLC
Series 63, Series 65, Series 66
Mt Juliet, TN
Moore Wealth Partners, LLC
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
Series 66
Nashville, TN
Christian A. Hermo LLC
Series 65
Brentwood, TN
Quants Compete
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