KEELER & NADLER FAMILY WEALTH

485 Metro Place South
Suite 100
Dublin, Ohio 43017
Tel: 614-791-4123

About KEELER & NADLER FAMILY WEALTH

KEELER & NADLER FAMILY WEALTH, formally registered with the SEC as KEELER & NADLER FAMILY WEALTH. The firm was established in 10/14/2014. They have over 2 offices throughout the country.

KEELER & NADLER FAMILY WEALTH is a Dublin, Ohio based Financial Planning firm with nearly $408,972,052 assets under management, offering retirement planning & investment advisory services to 1446 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173079
SEC#	801-80394
Assets Managed by Firm	$408,972,052
No. of Clients	1446
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1446	$408,972,052
Individuals (other than high net worth individuals)	309	$114,515,312
High net worth individuals	109	$277,757,523
Pension and profit sharing plans	6	$15,561,623
Charitable organizations	Fewer than 5 clients	$1,137,594

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MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
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