Vertex Investments Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vertex Investments Group is a fee-only registered investment adviser that provides wealth management and comprehensive financial planning to individuals, high‑net‑worth individuals, and businesses. Services cover investment management across stocks, bonds, mutual funds, ETFs and cash, as well as planning areas such as business planning, retirement, tax strategies, college savings, insurance, and estate planning, and the firm does not impose an account minimum.
The firm uses a combination of fundamental, technical and charting analysis, evaluates mutual fund/ETF managers, and employs both passive and active strategies with an emphasis on asset allocation tailored to client goals and risk tolerance. Portfolio management is provided on a non‑discretionary basis—clients approve trades before execution—and accounts are reviewed quarterly, with financial plans available at no additional fee upon client election.
Noteworthy aspects include the firm’s recent formation (founded in 2023 and registered in 2025) and that it currently reports $0 in assets under management and no clients, indicating an early‑stage practice. The sole principal devotes a substantial portion of business time to an outside commercial contracting enterprise; the firm does not aggregate or block trades, does not vote client proxies, and recommends Charles Schwab for custody while disclosing receipt of institutional platform services that it monitors for potential conflicts.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Fee-only: Fee-only firm, compensation solely from clients, no commissions or sales-related compensation.
Main office
39490 Copper Craft Dr
Murrieta CA 92562
Advisors at this office
1
Most active in
California
Also doing business as
Vertex Investments Group · Vertex Investments Group LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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