Signature Equity Partners, LLC logo

Signature Equity Partners, LLC

Updated today

Client AUM

$688,096,957

Clients

1,716

Advisors

34

across 19 offices

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

Financial planning Portfolio management Selection of other advisers Retirement plan consulting services

Expertise

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance

Occupation focus

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees typically ranging from $500 to $10,000 for financial planning, consulting, and non-discretionary advisory services

Percentage

$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)

Commissions

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

Project-based

$50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services

Other

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 office

445 Hutchinson Avenue, Suite 800

Columbus OH 43235

Advisors at this office

6

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

Advisors at this firm

user avatar

Bart B

CFP®, Series 66

Columbus, OH

Signature Equity Partners, LLC

Bart Butler is a CFP® with 27 years of industry experience. He is currently an Investment Advisor Representative at Signature Equity Partners, LLC, joining the firm in 2025 after prior roles at Agia and Valic Financial Advisors. Butler is also the author of a personal book titled "The Right Side of Money," which he distributes to clients and friends without charge. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and offers customized portfolio management and financial planning, leveraging the Vision2020 Wealth Management Platform and various portfolio monitoring and overlay services.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Benjamin P

CFP®, Series 66

Columbus, OH

Signature Equity Partners, LLC

Benjamin Person is a CFP® with 16 years of industry experience and currently serves at Signature Equity Partners, LLC. His prior roles include positions at OSAIC Wealth, Inc., Golden Reserve, LLC, PNC Wealth Management, and Merrill. He is also involved in the sales and marketing of fixed annuities, life insurance, and investment advisory services through Signature Financial Group, LLC. Signature Equity Partners is a multi-team firm providing investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a network of independent advisory affiliates and uses platforms such as Vision2020 Wealth Management to offer customized portfolio management, financial planning, and third-party money manager selection.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Rodney S

Series 66

Broadview Heights, OH

Signature Equity Partners, LLC

Rodney Stastny is a financial advisor at Signature Equity Partners, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. He also conducts sales and marketing of fixed annuities and non-variable insurance through Signature Financial Group, LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and the Vision2020 Wealth Management Platform to offer tailored portfolio management and financial planning solutions.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Tyler C

Series 66

Sandusky, OH

Signature Equity Partners, LLC

Tyler Cammalleri is a Series 66 licensed advisor at Signature Equity Partners, LLC with 11 years of industry experience. His prior experience includes roles at OSAIC and SII / Signature Financial Group. Outside of advisory work, he owns and manages several convenience store businesses and serves as a notary public in Ohio. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure with 34 advisors and utilizes the Vision2020 Wealth Management Platform, offering tailored portfolios that include discretionary and non-discretionary services, tax management, and socially responsible investing options.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Brian M

Series 63, Series 66

Westerville, OH

Signature Equity Partners, LLC

Brian Maher is an investment advisor representative at Signature Equity Partners, LLC with 28 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, New York Community Bank, and LPL Financial. Outside of financial advisory, he operates a lawn maintenance consulting business. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, and corporations. The firm uses a multi-team structure and delivers advice through independent advisory affiliates, offering customized portfolio management and consulting services supported by the Vision2020 Wealth Management Platform.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Scott A

Series 63, Series 65

Columbus, OH

Signature Equity Partners, LLC

Scott Armstrong is a financial advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long tenures at Signator Investors, Inc. and Royal Alliance Associates, Inc. He serves on the boards of the Phi Delta Theta Company and the Archie Griffin Scholarship Fund, both nonprofit organizations. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure and delivers customized portfolio management and financial planning through a network of independent advisory affiliates using the Vision2020 Wealth Management Platform.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Anthony S

Series 63, Series 65

Columbus, OH

Signature Equity Partners, LLC

Anthony Shockley is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He previously worked at Signator Investors, Inc. for 33 years and has been with OSAIC Wealth, Inc. since 2018. He is also involved in the sales and marketing of fixed annuities, securities, and insurance products through Signature Financial Group, LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm serves clients through a network of independent advisory affiliates and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management and advisory solutions.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Eric G

Series 63

Venetia, PA

Signature Equity Partners, LLC

Eric Glod is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and 38 years of industry experience. His prior work includes positions at Osaic Wealth, Inc., MetLife Securities Inc., and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a youth basketball official. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm utilizes a multi-team structure and the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and third-party money manager selection.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Robert T

Series 63, Series 65

Toledo, OH

Signature Equity Partners, LLC

Robert Thompson is a financial advisor at Signature Equity Partners, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concorde Asset Management, Concorde Investment Services, and Integrated Financial Resources, Inc. Thompson is also a licensed insurance agent involved in life insurance and long-term care insurance renewals. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure with 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and third-party money manager selection.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Mark W

Series 63, Series 65

Broadview Heights, OH

Signature Equity Partners, LLC

Mark Weaver is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at OSAIC, Sii, B. Riley Wealth Management, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory work, he serves as a board member for the CIC Condominium #8 Board of Directors and acts as trustee and power of attorney for family trusts and individuals. Signature Equity Partners provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to offer tailored portfolio management, financial planning, and third-party money manager selection.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Joshua C

Series 66

Vero Beach, FL

Signature Equity Partners, LLC

Joshua Canevari is a financial advisor with Signature Equity Partners, LLC in Vero Beach, FL, holding a Series 66 credential and two years of industry experience. He has previously worked at OSAIC Wealth Inc, Equitable Advisors, and Michael Caracciolo. Outside of finance, Canevari operates as a freelance photographer through Canevari Studios. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm utilizes a multi-team structure with 34 advisors and employs the Vision2020 Wealth Management Platform to offer customized portfolio management and financial planning solutions.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

John C

Series 66

Sebastian, FL

Signature Equity Partners, LLC

John Crooks III is a financial advisor at Signature Equity Partners, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked with OSAIC and Banyan Hill Publishing. Outside of his advisory role, he manages client communications and marketing activities for ONE OVERVUE, LLC, a financial services firm. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates as a multi-team structure of 34 advisors, utilizing the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting across discretionary and non-discretionary engagements.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Scott A

Series 66

Fort Lauderdale, FL

Signature Equity Partners, LLC

Scott Anselmo is a financial advisor at Signature Equity Partners, LLC with 21 years of industry experience. He holds a Series 66 designation and has prior experience at Valic Financial Advisors and Merrill. In addition to his advisory role, he is involved in insurance sales and serves as a Senior Financial Advisor with PATH Financial Partners. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm utilizes a multi-team structure and the Vision2020 Wealth Management Platform to offer customized portfolio management, financial planning, and retirement-plan consulting.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Craig L

Series 66

Traverse City, MI

Signature Equity Partners, LLC

Craig Leppien is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 credential and 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Cetera Investment Services, LPL Financial, and Merrill. He is also an independent insurance agent involved in the sales and marketing of fixed annuities and non-variable insurance. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure of 34 advisors and uses the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Mitchell B

Series 63

Columbus, OH

Signature Equity Partners, LLC

Mitchell Bland is a financial advisor with Signature Equity Partners, LLC, based in Columbus, OH, holding a Series 63 designation and 21 years of industry experience. His prior work includes over two decades with Lincoln National Life and Lincoln Financial Advisors Corporation. Outside of advising, he is a notary public and offers fixed multi-year guaranteed annuities as an insurance agent. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, and corporations. The firm employs a multi-team approach with 34 advisors and utilizes platforms like Vision2020 Wealth Management to offer tailored portfolio management and consulting services.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
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