Vertex Planning Partners

Facts

Vertex Planning Partners fees

Vertex Planning Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (8)

• Christopher Huston

• Cynthia Mittlestaedt

  CFP

• Gregory Benner

  CFP · ChFC

• Igor Yukhvidin

• Julie Hupp

  CFP

• Ryan Bellis

• Scott Sandee

  CFP

• Tammy Billadeau

  CFP