Signal Tree Financial Partners LLC fees
Financial planner in Copley, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 12, 2026, Signal Tree Financial Partners LLC (Copley, OH) charges a flat or project fee of up to $50,000 for financial planning.
- Website: signaltreefinancial.com (opens in new tab)
- Call (330) 590-5937
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 12, 2026. Fees can change.
- Flat or project fee
- Up to $50,000
Can go up to $50,000; the Ohio median is $3,625.
“Fixed fees range up to $50,000 per engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 7 employees
How Signal Tree Financial Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Financial planning fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
About Signal Tree Financial Partners LLC
- Founded: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 123
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $213 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 12, 2026
- CRD number
- 311871 (opens in new tab)
- Phone
- (330) 590-5937
Other planners in Copley that publish fees
- Forward Thinking Wealth ManagementCopleyAnnual $10,000-$30,000/yr
More planners in Ohio that publish fees
- Wealth Pinnacle, Inc.CentervilleHourly $300/hr
- Prelude FinancialWadsworthHourly $200/hr, Monthly $100-$400/mo
- Russo Investment ManagementCincinnatiHourly $350/hr
- Central Point Wealth Management LLCBeavercreek TownshipHourly $100/hr, Annual $1,250-$2,500/yr
- McCarley & Cook Financial PlannersCincinnatiHourly $200-$500/hr
- Tayyib Investments LLCToledoHourly $90-$160/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.