# Jeff Rovnak

> Jeff Rovnak is a fee-only financial advisor at Signal Tree Financial Partners in Copley, Ohio, who holds the CFP credential. Jeff 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/jeff-rovnak/
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
- **Credentials:** CFP
- **Specialties:** Tax planning, Small business owners
- **Works with:** High earners, Pre-retirees
- **CRD:** 3275236 (https://adviserinfo.sec.gov/individual/summary/3275236)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 66 (1999)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://signaltreefinancial.com/

## Frequently asked questions

### Is Jeff Rovnak a fee-only financial advisor?

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

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

### Where is Jeff Rovnak based?

Jeff Rovnak is based in Copley, Ohio.

### What does Jeff specialize in?

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

### What credentials does Jeff Rovnak hold?

Jeff Rovnak holds the CFP credential.

### Is Jeff Rovnak registered with the SEC?

Yes. Jeff Rovnak is registered as an investment adviser representative in OH (CRD 3275236), 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 Jeff Rovnak?

Through Jeff's website, signaltreefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3275236): 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.