Signature Equity Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Signature Equity Partners provides investment advisory and planning services to individuals (including high‑net‑worth clients), retirement plans, corporations and other entities. The firm offers portfolio management, financial planning, retirement‑plan consulting, and third‑party money manager selection across both discretionary and non‑discretionary engagements.
It delivers advice through a network of independent advisory affiliates whose underlying advisors are registered as Signature IARs and makes extensive use of the Vision2020 Wealth Management Platform (including advisor‑managed portfolios, SMAs, UMAs, GMPAs and SUMAs) while also offering independent portfolio management and TPMM monitoring. Portfolios are tailored to each client’s investor profile, monitored on an ongoing basis, and can include model portfolios and optional overlays such as tax management and socially responsible investing.
Noteworthy features include a multi‑team structure of 34 advisors operating under multiple trade names, a recent founding in 2023, and platform relationships with Vision2020/Osaic and Envestnet that support wrap‑fee options and overlay services. Many advisors are dually registered with a broker‑dealer and some are licensed to sell insurance through an affiliated insurance agency, arrangements that provide additional implementation options and are disclosed in the firm’s brochure.
Client services
Expertise
Occupation focus
Fee options
Fixed fees typically ranging from $500 to $10,000 for financial planning, consulting, and non-discretionary advisory services
$0+: 0.25% - 1.75% annually (typical fee range for Advisor Managed Portfolio Program and Unified Managed Account Program, negotiated with IAR and may vary outside this range) $0+: 0.25% - 1.75% annually (typical annual asset-based fee range for Independent Portfolio Management Services, negotiated as flat or tiered schedule) $0+: 0.25% - 1.25% annually (typical fee range for IAR advisory fee portion of TPMM selection and monitoring services, negotiated) $0+: 0.50% - 2.00% annually (typical annual fee range for retirement plan consulting services, fixed or asset-based, negotiated)
Separate commission arrangements possible through dual registration as registered representatives with Osaic; commissions received on securities sales and commissions/fees on insurance sales by licensed agents
$50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services
Account minimum: $5,500 (Unified Managed Account Program); $10,000 (Advisor Managed Portfolio Program); no minimum for financial planning, non-discretionary advisory, retirement plan consulting services, or TPMM selection and monitoring services (subject to TPMM minimums) Fee-only: Fixed fees from $500 to $10,000 and/or hourly fees $50-$300 per hour for financial planning, consulting, and non-discretionary advisory services
Main office
See office445 Hutchinson Avenue, Suite 800
Columbus OH 43235
Advisors at this office
6
Offices (19)
Columbus, OH Hutchinson Avenue
445 Hutchinson Avenue, Suite 800, Columbus, OH 43235
6 advisors
Broadview Heights, OH
9150 South Hills Blvd, Suite 200, Broadview Heights, OH 44147
4 advisors
Traverse City, MI
13300 S. West Bayshore Drive, Suite B 1, Traverse City, MI 49684
3 advisors
Mount Vernon, OH
103 South Main Street, Mount Vernon, OH 43050
2 advisors
Sandusky, OH
3006 Campbell Street, Suite 2, Sandusky, OH 44870
2 advisors
Most active in
Arizona · California · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Michigan · Missouri · New Hampshire · North Carolina · Ohio · Pennsylvania · South Carolina · Texas
Also doing business as
First Responders Financial · Harbor Wealth Consultants · Lc Wealth Management · Legacy Consultants Group · Mark S Weaver Wealth Advisory · Midwest Retirement Consultants · One Overvue · Path Financial Partners · Phoenix Financial Group · Professional Guidance Financial Services Aka Pg Financial · Rightside Financial · Signature Equity Partners, LLC · Signature Financial Group · Varsity Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)