Vertex Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vertex Financial Advisors serves individuals (including high-net-worth clients) as well as business entities, trusts, estates, charitable organizations, municipalities and qualified retirement plans. The firm provides investment management on both discretionary and non‑discretionary bases, financial planning, retirement planning, and qualified plan consulting.
The adviser emphasizes a customized, asset‑allocation driven approach using strategic portfolio construction and a mix of technical, fundamental, cyclical, quantitative and qualitative analysis, with financial planning provided as part of its investment management services. As of the FYE2025 filing the bulk of assets are managed non‑discretionarily ($22,103,575 non‑discretionary vs $141,972 discretionary), and Vertex monitors and rebalances client portfolios on an ongoing basis.
Compared with many solo independent advisers, Vertex offers institutional‑style services including qualified plan consulting, participant‑level and plan‑level advice, performance monitoring, and plan‑specific educational meetings and seminars, and the brochure notes it may serve as an ERISA fiduciary under Section 3(21) and/or 3(38). The firm also directs readers to its Form ADV Part 2B for information about any other business activities or affiliations, which can be relevant when evaluating additional services beyond typical retail portfolio management.
Client services
Expertise
Fee options
$1,500 for financial planning; $500 for retirement planning; up to $5,000 for complex financial plans
$0 - $250,000: 1.00% annually $250,000.01 - $500,000: 0.85% annually $500,000.01 - $1,500,000: 0.75% annually >$1,500,000.01+: 0.65% annually
Fee-only: Fixed fee of $1,500 for financial planning, with fees up to $5,000 for complex situations; $500 fixed fee for retirement planning; qualified plan consulting fees negotiated, up to 1.00% of plan assets
Main office
8033 Old York Road, Suite 212 B
Elkins Park PA 19027
Advisors at this office
1
Most active in
New Jersey · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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