Andrew Keeler
Andrew Keeler is a CFP-designated registered investment advisor at Keeler & Nadler Family Wealth, based in Dublin, OH, with 31 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 456 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.45% |
| $4.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
KNFW also offers Investment Management as a stand-alone service to clients without Financial Planning Services. The maximum allowable fee that can be charged may not exceed 1.50% of client assets under management on an annual basis.
Fee Estimator
Location
565 Metro Place South, Suite 280, Dublin, OH, 43017
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2007Other Business ActivitiesSells Insurance
Andrew is the President and IAR of Keeler & Nadler Financial Planning and Wealth Management, spending about half his time in this role. He is also an agent at Plus Financial Network, a fixed insurance agency, where he provides clients with life, disability, and long-term care insurance products, dedicating a few hours per week. Additionally, Andrew is a City Council Member for Dublin City Council, spending about 10-20% of his time in this role.
Employment History
Current Registrations
Keeler & Nadler Family Wealth
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Efg, INC.
Efg, INC.
Cambridge Investment Research, INC.Broker
Walnut Street Securities, INC.Broker
Alles Investments, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.