Scott Sandee
Vertex Planning Partners · Downers Grove, Illinois
Scott Sandee is a fee-only financial advisor at Vertex Planning Partners in Downers Grove, Illinois, who holds the CFP credential. Scott 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.
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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 |
| SEC registration | Investment adviser representative in IL · CRD 4605342 |
| Exams passed | Series 66 (2003) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.vertexplanningpartners.com |
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Questions about Scott
Is Scott Sandee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott 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 Scott charge for financial advice?
Scott's firm, Vertex Planning Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Scott Sandee based?
Scott Sandee is based in Downers Grove, Illinois.
What does Scott specialize in?
Scott's specialties include tax planning, estate & legacy planning, family wealth transfer, founders (pre-exit) and equity compensation. Scott works with founders, executives, ultra high net worth and multi-generational families.
What credentials does Scott Sandee hold?
Scott Sandee holds the CFP credential.
Is Scott Sandee registered with the SEC?
Yes. Scott Sandee is registered as an investment adviser representative in IL (CRD 4605342), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Scott Sandee?
Through Scott'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.
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