Keeler & Nadler Financial Planning and Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, insurance, and tax planning. Financial planning was provided to 500 clients last fiscal year.
Keeler & Nadler Financial Planning and Wealth Management reports 506 clients. They include 316 individual clients, 188 high-net-worth individuals and 2 charitable organizations. Of its assets, 92.7% ($565M across 1,979 accounts) are managed with discretion; $44.8M across 64 accounts are not. It advised 17 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 15% |
| High-net-worth individuals | 37% | 85% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 316 | $91.8M | 15.1% | $291K |
| High-net-worth individuals | 188 | $517M | 84.7% | $2.75M |
| Charitable organizations | Fewer than 5 | $1.38M | 0.2% | $690K |
| Total | 506 | $610M | 100% | — |
- Clients
- 316
- Regulatory AUM
- $91.8M
- AUM share
- 15.1%
- Avg. per client
- $291K
- Clients
- 188
- Regulatory AUM
- $517M
- AUM share
- 84.7%
- Avg. per client
- $2.75M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.38M
- AUM share
- 0.2%
- Avg. per client
- $690K
Total
- Clients
- 506
- Regulatory AUM
- $610M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 17
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Keeler & Nadler Financial Planning and Wealth Management charges up to 1.65% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and has a $5,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Fixed-Fee Financial Planning
- Stand-alone financial planning on a fixed fee never to exceed $10,000, billed on completion of the plan.
- Hourly Financial Planning
- Stand-alone financial planning billed at an hourly fee not to exceed $500 per hour, with an estimated plan fee given before the process starts.
Andrew P. Keeler Living Trust owns 75% or more of Keeler & Nadler Financial Planning and Wealth Management. The leadership team of Keeler & Nadler Financial Planning and Wealth Management includes President Andrew Keeler. It has 13 employees, 9 of them in advisory roles.
Leadership
- Andrew KeelerPresident, Chief Compliance Officer and Manager
Mark BeaverPartner/Senior Financial Advisor/Trustee- Timothy BurkettDirector of Operations
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 13 employees
- 9 in advisory functions
- 8 state-registered reps
- 4 insurance agents
- Owns 75% or more of Keeler & Nadler Financial Planning and Wealth Management, LLC
Andrew P. Keeler Living Trust
Control person · since November 2014
Andrew Keeler
Trustee · Control person · since July 2007
Janine Keeler
Trustee · Control person · since July 2007
- Owns 10% to 25% of Keeler & Nadler Financial Planning and Wealth Management, LLC
The Beaver Family Trust DTD 10/31/2018
since December 2024
Mark Beaver
Trustee · Control person · since October 2018
Sarah Beaver
Trustee · since October 2018
- Owns 10% to 25% of Keeler & Nadler Financial Planning and Wealth Management, LLC
The Beaver Family Trust DTD
since December 2024
Keeler & Nadler Financial Planning and Wealth Management’s regulatory assets grew 2.3× from $268M (March 2021) to $610M (July 2026); clients rose from 319 to 506 and employees from 10 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $610M | 506 | 13 | 1 |
| May 2025 | $478M | 456 | 10 | 1 |
| July 2024 | $409M | 424 | 10 | 2 |
| April 2023 | $337M | 405 | 10 | 2 |
| February 2022 | $338M | 383 | 11 | 3 |
| March 2021 | $268M | 319 | 10 | 1 |
Besides its headquarters, Keeler & Nadler Financial Planning and Wealth Management has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 565 Metro Place South, Suite 280, DublinHQ
Contact and registration details
- Legal name
- Keeler & Nadler Financial Planning and Wealth Management, LLC
- Headquarters
- 565 Metro Place South, Suite 280, Dublin, OH 43017
- Website
- knwealth.com
- Phone
- 614-791-4123
- SEC file
- 801-80394
- Structure
- Ohio LLC
- Fiscal year end
- December
Keeler & Nadler Financial Planning and Wealth Management uses Charles Schwab ($589M) as custodian for its separately managed accounts. Keeler & Nadler Financial Planning and Wealth Management has custody of $118M in client assets for 31 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $589M100%
At year end, Keeler & Nadler Financial Planning and Wealth Management’s separately managed accounts were mostly in funds (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $352M across 85 positions; the largest are Schwab Strategic TR (8.5%), Schwab Strategic TR (8.3%) and SPDR Series Trust (7.1%).
What the accounts hold
- Stocks6%
- Funds87%
- Cash7%
Reported 13F holdings
- $352M
- Reported 13F value
- 85
- Positions
- 57.6%
- In the 10 largest
- +19.5%
- Value vs. prior quarter
- Schwab Strategic TR · Fundamental Intl8.5%
- Schwab Strategic TR · US Lcap GR ETF8.3%
- SPDR Series Trust · ST Str P500etf7.1%
- Schwab Strategic TR · US Lcap VA ETF6.9%
- Vanguard Index Fds · Growth ETF5.6%
- Vanguard Malvern Fds · Core BD ETF5.4%
- Blackrock ETF Trust · iShares US Equit4.6%
- iShares TR · MSCI USA Qlt Fct4.0%
- Vanguard Index Fds · Value ETF3.8%
- Blackrock ETF Trust · Isha I IN TE ETF3.5%
Together, the ten largest are 57.6% of reported value.
How many clients does Keeler & Nadler Financial Planning and Wealth Management have?
Keeler & Nadler Financial Planning and Wealth Management has 506 clients and manages $610 million for them, as of July 2026. They include 316 individual clients, 188 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does Keeler & Nadler Financial Planning and Wealth Management offer?
Keeler & Nadler Financial Planning and Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Keeler & Nadler Financial Planning and Wealth Management charge?
Keeler & Nadler Financial Planning and Wealth Management charges up to 1.65% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Which custodians does Keeler & Nadler Financial Planning and Wealth Management use?
Keeler & Nadler Financial Planning and Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $589M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026
How many financial advisors does Keeler & Nadler Financial Planning and Wealth Management have?
Keeler & Nadler Financial Planning and Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 13 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Keeler & Nadler Financial Planning and Wealth Management invest in?
At the end of its last fiscal year, Keeler & Nadler Financial Planning and Wealth Management’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents and 6% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Keeler & Nadler Financial Planning and Wealth Management?
Keeler & Nadler Financial Planning and Wealth Management’s direct owners are Andrew P. Keeler Living Trust (75% or more), the Beaver Family Trust DTD 10/31/2018 (10% to 25%) and the Beaver Family Trust DTD (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026
How does Keeler & Nadler Financial Planning and Wealth Management get paid?
Keeler & Nadler Financial Planning and Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Keeler & Nadler Financial Planning and Wealth Management registered with the SEC?
Yes, Keeler & Nadler Financial Planning and Wealth Management has been registered with the SEC as an investment adviser since 14 October 2014. Its CRD number is 173079 and its SEC file number is 801-80394.
Source: Form ADV Part 1A, Item 1, filed 21 July 2026; IAPD firm record
How do I contact Keeler & Nadler Financial Planning and Wealth Management?
Keeler & Nadler Financial Planning and Wealth Management’s main office is at 565 Metro Place South, Suite 280, Dublin, OH 43017. Its phone number is 614-791-4123. Its website is knwealth.com.