David Massare
Signal Tree Financial Partners · Copley, Ohio
David Massare is a fee-only financial advisor at Signal Tree Financial Partners in Copley, Ohio, who holds the CFP credential. David focuses on tax planning and small business owners. Signal Tree Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Pre-retirees
Facts
| Firm | Signal Tree Financial Partners |
|---|---|
| Based in | Copley, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $213.4M across 397 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4619768 |
| Exams passed | Series 66 (2003) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | signaltreefinancial.com |
| Profile |
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Questions about David
Is David Massare a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Signal Tree Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Signal Tree Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Massare based?
David Massare is based in Copley, Ohio.
What does David specialize in?
David's specialties include tax planning and small business owners. David works with high earners and pre-retirees.
What credentials does David Massare hold?
David Massare holds the CFP credential.
Is David Massare registered with the SEC?
Yes. David Massare is registered as an investment adviser representative in OH (CRD 4619768), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Signal Tree Financial Partners manage?
Signal Tree Financial Partners reports $213.4M across 397 accounts in assets under management.
How do I contact David Massare?
Through David's website, signaltreefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Signal Tree Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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