# Gregory Benner

> Gregory Benner is a fee-only financial advisor at Vertex Planning Partners in Downers Grove, Illinois, who holds the CFP and ChFC credentials. Gregory focuses on tax planning, estate & legacy planning and family wealth transfer. Vertex Planning Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-benner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Vertex Planning Partners
- **Based in:** Downers Grove, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.01B across 2,580 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer, Founders (pre-exit), Equity compensation
- **Works with:** Founders, Executives, Ultra high net worth, Multi-generational families
- **CRD:** 4438329 (https://adviserinfo.sec.gov/individual/summary/4438329)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (2003), Series 65 (2005)
- **Firm size:** 20 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.vertexplanningpartners.com

## Frequently asked questions

### Is Gregory Benner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Vertex Planning Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gregory charge for financial advice?

Gregory's firm, Vertex Planning Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Gregory Benner based?

Gregory Benner is based in Downers Grove, Illinois.

### What does Gregory specialize in?

Gregory's specialties include tax planning, estate & legacy planning, family wealth transfer, founders (pre-exit) and equity compensation. Gregory works with founders, executives, ultra high net worth and multi-generational families.

### What credentials does Gregory Benner hold?

Gregory Benner holds the CFP and ChFC credentials.

### Is Gregory Benner registered with the SEC?

Yes. Gregory Benner is registered as an investment adviser representative in IL and TX (CRD 4438329), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Vertex Planning Partners manage?

Vertex Planning Partners reports $1.01B across 2,580 accounts in assets under management.

### How do I contact Gregory Benner?

Through Gregory's website, www.vertexplanningpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4438329): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.vertexplanningpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.