Jeff Rovnak
Signal Tree Financial Partners · Copley, Ohio
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.
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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 3275236 |
| Exams passed | Series 66 (1999) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | signaltreefinancial.com |
| Profile |
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Questions about Jeff
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.
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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