# Vertex Planning Partners, LLC jobs and careers

> 0 open roles at Vertex Planning Partners, LLC as of October 23, 2026. Source: https://www.thejobsmap.com/company/vertex-planning-partners-llc

Vertex Planning Partners is an innovative collective of full service wealth advisors. Our specialists encompass all areas of wealth management, and our collaborative approach ensures our clientele benefit from the combined knowledge and experience of the entire team. Our mission is to enrich the lives of a select group of successful clientele by guiding them toward the attainment of their most cherished financial goals. To pursue this, we assist each client in the crafting of a concise, comprehensive roadmap that is tailored to their unique situation; a roadmap that seeks to protect their family from the unforeseen, builds wealth for the future, and perpetuates their success in the form of meaningful legacies. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Vertex Planning Partners, LLC, a registered investment advisor. Vertex Planning Partners, LLC is a separate entity from LPL Financial.

## Key facts

| | |
|---|---|
| Open roles | 0 |
| Headquarters | United States |
| Founded | 2016 |
| Employees | 11 to 50 |
| Industries | Advice, Asset Management, Financial Services, Wealth Management |
| Website | https://vertexplanningpartners.com |

## Leadership

- Scott Sandee, Managing Partner

## Common questions

### Is Vertex Planning Partners, LLC hiring right now?

Vertex Planning Partners, LLC has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on Vertex Planning Partners, LLC's careers site.

### Where is Vertex Planning Partners, LLC headquartered?

Vertex Planning Partners, LLC is headquartered in United States and was founded in 2016.

### Who leads Vertex Planning Partners, LLC?

Scott Sandee, Managing Partner, is at the top of Vertex Planning Partners, LLC's org chart.

### How do I apply for a job at Vertex Planning Partners, LLC?

Pick a role on Vertex Planning Partners, LLC's TheJobsMap page and select Apply. Every listing links to the original posting on Vertex Planning Partners, LLC's own careers site, so you apply directly with the employer.
