Ryan Michael Bellis
Advisor at Vertex Partners — Downers Grove, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
< 1 year
Location
Downers Grove, IL 60515
Vertex Partners
Team
Total advisors
13Clients per advisor
64 TypicalAvg AUM per client
$1,204,734 TypicalHNW client ratio
34% TypicalRyan Bellis is an advisor at Vertex Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses. He has been with Vertex Planning Partners since 2024 and has prior experience at Natixis Investment Managers. Ryan entered the industry recently after completing his studies in 2024. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities through financial planning, investment and wealth management, consulting, and retirement plan consulting. The firm employs a diverse investment process focusing on asset allocation, diversification, and behavioral finance, utilizing a combination of active and passive model portfolios across various platforms and strategies.
Based on Vertex Partners
Based on Vertex Partners
Based on Vertex Partners
Fixed fees for financial planning and consulting services, negotiable, ranging from $500 to $15,000 depending on scope and complexity.
$0+: 0.30% – 2.00% annually, depending upon portfolio size, composition, services, and advisor $10,000+: varies by LPL program: e.g., $10,000 minimum for Optimum Market Portfolios Program, $25,000 minimum for Model Wealth Portfolios Program, $50,000 minimum for Manager Access Select Program $250,000+: minimums for Vestmark and Vise platforms (may vary by account)
Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements.
Hourly fees for financial planning and consulting services, negotiable, ranging from $500 to $15,000 depending on scope and complexity.
Account minimum: $10,000 Fee-only: Investment management fees based on assets under management ranging from 0.30% to 2.00%; fixed and/or hourly fees for financial planning and consulting services ranging from $500 to $15,000 depending on scope and complexity; fixed project-based fees for retirement plan consulting up to $15,000 per annum.
Downers Grove, IL
3000 Woodcreek Drive, Suite 100
Downers Grove IL 60515
Advisors at this office
14
Illinois
< 1 year of industry experience
Vertex Planning Partners
2026 - Present • 1 year
Downers Grove, IL
Vertex Planning Partners
2025 - 2026 • 1 year
Iowa City, IA
Natixis Investment Managers
2025 - 2025 • 1 year
Boston, MA
Vertex Planning Partners
2024 - 2025 • 1 year
Downers Grove, IL
Unemployed - Student
2016 - 2024 • 8 years
Iowa City, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")