Keeler & Nadler Family Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Hourly fee services are offered based on an hourly fee not to exceed $500 per hour.”

Flat or project fee

$10,000

“Fixed fee services are offered based on a fixed fee to never exceed $10,000, depending on the complexity of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Keeler & Nadler Family Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees will be payable quarterly in advance, due on the first day of the month following the execution of the agreement and at three-month intervals thereafter.”
• “These fees are generally negotiable, and the final fee schedule will be memorialized in the Client’s Wealth Management agreement.”
• “Fees for financial plans are billed upon completion of the plan.”

How Keeler & Nadler Family Wealth’s fees compare

• Its hourly rate of $500 is above the Ohio median of $250. 92% of the 219 other Ohio planners that publish an hourly rate charge less.
• 10 of the 12 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Ohio median of $3,250. 87% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 12 of the 14 other planners in Dublin that publish a flat or project fee charge less.

About Keeler & Nadler Family Wealth

• Firm size: 13 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$1,250 minimum fee (stated in brochure)

Clients

504

Employees

13

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$609,903,502

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

173079

Website

knwealth.com (opens in new tab)

Phone

(614) 791-4123

Can advise clients in 14 states: California, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Missouri, North Carolina, Nebraska, Ohio, Pennsylvania, Texas

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500

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