Advisor at Keeler & Nadler Family Wealth
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Firm
Keeler & Nadler Family Wealth
Location
Dublin, OH 43017
Credentials
Series 66
Industry experience
22 years
William Root is a financial advisor at Keeler & Nadler Family Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked at Arenstein & Andersen Co., LPA since 2024, following a lengthy tenure at Resch Root Phillipps and Graham LLC from 1978 to 2024. In addition to his advisory role, he serves as Of Counsel, specializing in estate and business planning law. Keeler & Nadler Family Wealth provides wealth management services integrating 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 variety of analytical methods and investment tools tailored to client goals and risk tolerances.
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
Arenstein & Andersen Co., LPA
2024 - Present (2 years)
Keeler & Nadler Financial Planning And Wealth Management, Llc
2014 - Present (12 years)
Resch Root Phillipps and Graham LLC
1978 - 2024 (46 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Lawyer
They provide legal services, typically billed separately.
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
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