# James Grable

> James Grable is a fee-only financial advisor at Signal Tree Financial Partners in Copley, Ohio. James 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.

Page: https://find.wellspent.co/advisors/james-grable/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $213.4M across 397 accounts
- **Specialties:** Tax planning, Small business owners
- **Works with:** High earners, Pre-retirees
- **CRD:** 7555823 (https://adviserinfo.sec.gov/individual/summary/7555823)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2023), Series 65 (2025)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://signaltreefinancial.com/

## Frequently asked questions

### Is James Grable a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James's firm, Signal Tree Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Grable based?

James Grable is based in Copley, Ohio.

### What does James specialize in?

James's specialties include tax planning and small business owners. James works with high earners and pre-retirees.

### Is James Grable registered with the SEC?

Yes. James Grable is registered as an investment adviser representative in OH (CRD 7555823), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### 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 James Grable?

Through James's website, signaltreefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7555823): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://signaltreefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.