Mark Beaver
Keeler & Nadler · Dublin, Ohio
Mark Beaver is a fee-only financial advisor at Keeler & Nadler in Dublin, Ohio, who holds the CFP credential. Mark 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 5828596 |
| Exams passed | Series 66 (2011) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.knwealth.com |
| Profile |
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Questions about Mark
Is Mark Beaver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?
Mark's firm, Keeler & Nadler, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Beaver based?
Mark Beaver is based in Dublin, Ohio.
What does Mark specialize in?
Mark's specialties include tax planning, estate & legacy planning, retirement planning and small business owners. Mark works with high earners, executives, pre-retirees, retirees and founders.
What credentials does Mark Beaver hold?
Mark Beaver holds the CFP credential.
Is Mark Beaver registered with the SEC?
Yes. Mark Beaver is registered as an investment adviser representative in OH (CRD 5828596), 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 Mark Beaver?
Through Mark'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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