Keeler & Nadler Financial Planning & Wealth Management
Keeler & Nadler Financial Planning & Wealth Management, founded in 2014 and based in Dublin, Ohio, is a registered investment adviser and wealth management firm. The company primarily serves individuals (including high-net-worth), pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides both financial planning and portfolio management services on a discretionary and non-discretionary basis. As of the most recent filings in 2025, the firm has approximately 10 employees and manages nearly $478 million in assets for over 1,400 client accounts. The principal owner is Andrew Keeler.
Investment Strategy
Keeler & Nadler offers comprehensive financial planning and portfolio management, providing tailored investment advice and services on both a discretionary and non-discretionary basis. The firm constructs client portfolios using third-party managers when appropriate and focuses on asset allocation, net worth analysis, retirement and tax strategies, and estate preservation. They serve as fiduciaries—particularly as limited-scope ERISA 3(21) fiduciaries—for clients in retirement plans, and their investment approach centers on transparency, periodic account review, and the avoidance of performance-based or commission incentives.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 9.06% | $22.6M | 774,887 | $22.45 | $29.21 | +$4.2M |
Q QUAL | ISHARES TR | 8.72% | $21.8M | 119,148 | $164.48 | $182.82 | +$2.0M |
F FNDF | SCHWAB STRATEGIC TR | 7.70% | $19.2M | 480,682 | $34.10 | $40.02 | +$2.3M |
S SPLG | SPDR SERIES TRUST | 6.97% | $17.4M | 239,783 | $64.79 | $72.69 | +$2.0M |
S SCHV | SCHWAB STRATEGIC TR | 6.84% | $17.1M | 618,080 | $24.46 | $27.67 | +$1.3M |