Jacob Martin
Keeler & Nadler · Dublin, Ohio
Jacob Martin is a fee-only financial advisor at Keeler & Nadler in Dublin, Ohio, who holds the CFP credential. Jacob focuses on tax planning, estate & legacy planning and retirement planning. Keeler & Nadler reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
- Pre-retirees
- Retirees
- Founders
Facts
| Firm | Keeler & Nadler |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $609.9M across 2,043 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6795940 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.knwealth.com |
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Questions about Jacob
Is Jacob Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Keeler & Nadler reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Keeler & Nadler, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Martin based?
Jacob Martin is based in Dublin, Ohio.
What does Jacob specialize in?
Jacob's specialties include tax planning, estate & legacy planning, retirement planning and small business owners. Jacob works with high earners, executives, pre-retirees, retirees and founders.
What credentials does Jacob Martin hold?
Jacob Martin holds the CFP credential.
Is Jacob Martin registered with the SEC?
Yes. Jacob Martin is registered as an investment adviser representative in OH (CRD 6795940), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keeler & Nadler manage?
Keeler & Nadler reports $609.9M across 2,043 accounts in assets under management.
How do I contact Jacob Martin?
Through Jacob's website, www.knwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Keeler & Nadler website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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