A complete list of active advisors currently associated with Vertex Investments Group

Warmer can help you find a great advisor at Vertex Investments Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Vertex Investments Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mario Avila	Murrieta, CA	1

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support