# Jessica Hultberg

> Jessica Hultberg is a fee-only financial advisor at Keeler & Nadler in Dublin, Ohio, who holds the CFP credential. Jessica 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.

Page: https://find.wellspent.co/advisors/jessica-hultberg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Keeler & Nadler
- **Based in:** Dublin, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $609.9M across 2,043 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Small business owners
- **Works with:** High earners, Executives, Pre-retirees, Retirees, Founders
- **CRD:** 6050597 (https://adviserinfo.sec.gov/individual/summary/6050597)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2015)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://www.knwealth.com/

## Frequently asked questions

### Is Jessica Hultberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jessica 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 Jessica charge for financial advice?

Jessica's firm, Keeler & Nadler, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jessica Hultberg based?

Jessica Hultberg is based in Dublin, Ohio.

### What does Jessica specialize in?

Jessica's specialties include tax planning, estate & legacy planning, retirement planning and small business owners. Jessica works with high earners, executives, pre-retirees, retirees and founders.

### What credentials does Jessica Hultberg hold?

Jessica Hultberg holds the CFP credential.

### Is Jessica Hultberg registered with the SEC?

Yes. Jessica Hultberg is registered as an investment adviser representative in OH (CRD 6050597), 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 Jessica Hultberg?

Through Jessica's website, www.knwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6050597): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://knwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.