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The fee is billed in advance, is negotiable and has a $5,000 annual minimum.","source":"KNFW - ADV 2A - FIRM BROCHURE, filed 13 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Keeler & Nadler Financial Planning and Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Keeler & Nadler Financial Planning and Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Keeler & Nadler Financial Planning and Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Keeler & Nadler Financial Planning and Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Keeler & Nadler Financial Planning and Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Keeler & Nadler Financial Planning and Wealth Management registered with the SEC?","answer":"Yes, Keeler & Nadler Financial Planning and Wealth Management has been registered with the SEC as an investment adviser since 14 October 2014. 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