RIA Intel›Advisers›Ohio›KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

Advisory

N·DUBLIN, OH

Data as of Jul 21, 2026 · Source: SEC Form ADV

Total AUM

$610M

1-Year AUM Growth

+21.3%

3-Year CAGR

+13.4%

Employees

9

Assets Under Management

Total AUM$610M

Discretionary AUM$565M

Non-Discretionary AUM$45M

Discretionary %92.7%

Total Clients456

Team

Total Employees9

Investment Advisers13

Employee Growth (1Y)-12.5%

Filing History

Total Filings on Record27

First FilingSep 19, 2014

Latest FilingJul 21, 2026

🔒 Full AUM trend chart and 27 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.