Advisor at Keeler & Nadler Family Wealth
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Firm
Keeler & Nadler Family Wealth
Location
Dublin, OH 43017
Credentials
CFP®
Industry experience
8 years
Jacob Martin is a CFP® with eight years of industry experience. He has worked at The Joseph Group from 2013 to 2025 and subsequently at NorthAvenue Financial Advocates before joining Keeler & Nadler Family Wealth, LLC in 2025. Keeler & Nadler Family Wealth provides wealth management services combining investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a broad range of analysis methods and incorporates tools such as margin, leverage, and derivatives in client strategies.
Based on Keeler & Nadler Family Wealth
Based on Keeler & Nadler Family Wealth
Fixed fees up to $10,000 for financial planning
$0 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $3,000,000: 0.55% $3,000,001 - $4,000,000: 0.45% $4,000,001 - $5,000,000: 0.35% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.15%
Up to $500 per hour for financial planning
Minimum fee: Minimum quarterly fee of $1,250 for Wealth Management Services Fee-only: Hourly fees up to $500 per hour; Fixed fees up to $10,000 for financial planning
565 Metro Place South, Suite 280
Dublin, OH 43017
Ohio
Keeler & Nadler Family Wealth, LLC
2025 - Present (1 year)
NorthAvenue Financial Advocates
2025 - 2025 (1 year)
The Joseph Group
2017 - 2025 (8 years)
The Joseph Group
2013 - 2017 (4 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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Verified by Warmer
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