Gregory Benner
Vertex Planning Partners · Downers Grove, Illinois
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.
Request an introduction to Gregory →
Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Vertex Planning Partners |
|---|---|
| Based in | Downers Grove, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.01B across 2,580 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in IL, TX · CRD 4438329 |
| Exams passed | Series 63 (2003) · Series 65 (2005) |
| Firm size | 20 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.vertexplanningpartners.com |
| Profile |
Request an introduction to Gregory
Tell Gregory a little about what you're looking for. Gregory isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gregory
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Vertex Planning Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.