Keeler & Nadler Family Wealth

Keeler & Nadler Family Wealth (KNFW) is a financial planning and wealth management firm established in October 2014 and registered with the SEC. KNFW offers wealth management services combining investment management and financial planning. Clients can opt for discretionary or non-discretionary investment management, with KNFW using third-party managers when deemed appropriate. Financial planning services cover areas such as net worth analysis, retirement strategies, tax reduction, and estate preservation. KNFW acts as a limited-scope ERISA 3(21) fiduciary for corporate retirement plans. The firm charges an annual wealth management fee based on assets under management, with a blended fee schedule. KNFW does not participate in performance-based fees or side-by-side management. Clients typically include individuals, high net-worth individuals, trusts, and businesses, with a minimum account size of $600,000 for wealth management services. The firm conducts periodic reviews of client accounts and does not receive economic benefits for advice rendered to clients. KNFW does not solicit prepayment of fees exceeding $1,200 or engage in directed brokerage. Clients' assets are held at qualified custodians, and KNFW has limited custody due to fee deductions. Clients can grant KNFW discretionary authority for investment decisions, and KNFW does not vote on client securities. The firm does not have financial conditions impairing its ability to meet commitments.