Keeler & Nadler Financial Planning And Wealth Management, Llc
- Regulatory AUM
- $610M
- Discretionary
- $565M
- Clients
- 506
- Avg AUM / client
- $1.2M
- Accounts
- 2,043
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 316 | $91.8M | 15.1% |
| High net worth individuals | 188 | $517M | 84.7% |
| Charitable organizations | 2 | $1.4M | 0.23% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Paul Keeler | President, Chief Compliance Officer And Manager | CFP | Jul 2007 (19y) | Less than 5% |
| Keeler, Janine, Jennifer | Trustee | Jul 2007 (19y) | GP / trustee / elected manager of Andrew P. Keeler Living Trust (indirect) | |
| Mark D Beaver | Registered representative | CFP | Oct 2014 (12y) | |
| William Keith Root | Registered representative | Oct 2014 (12y) | ||
| Jessica Anne Hultberg | Registered representative | CFP | Aug 2015 (11y) | |
| Abigail Rose | Registered representative | CFP | Feb 2019 (8y) | |
| Timothy Joseph Burkett | Registered representative | CFP | Dec 2020 (6y) | |
| Michael Klubnik | Registered representative | Aug 2024 (2y) | ||
| Jacob Palmer Martin | Registered representative | CFP | Jul 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Andrew P. Keeler Living Trust | Owner/Member | Nov 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1010 KB | View · PDF · Source ↗ |
| Form ADV (full filing) | 05/13/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF PLAN ASSETS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $589M (97% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗