VERTEX FINANCIAL ADVISORS LLC

RIASEC Registered

Total AUM

$22.2M

Discretionary

$142K

1% of AUM

Avg account

$110K

Accounts

203

Employees

Advisory reps

Firm details

Headquarters: ELKINS PARK, Pennsylvania
CRD number: 300421
Website: vertexpa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals77.15%
HNWI22.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vertex Financial Advisors LLC is an independent, owner-operated registered investment adviser that centers its practice on individual and family clients. The firm combines fee-based wealth management with insurance brokerage, offering a mix of percentage-of-assets and fixed-fee engagements. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting-style work, and educational seminars. Investment activity is heavily equity-oriented: exchange-traded equities make up the large majority of client assets. The firm identifies itself as a capital allocator and uses third-party managers when appropriate, while also offering annuity solutions through its insurance brokerage capability. It does not position itself as an active ESG investor and is not organized as a multi-state adviser.