William Root
Keeler & Nadler · Dublin, Ohio
William Root is a fee-only financial advisor at Keeler & Nadler in Dublin, Ohio. William 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 |
| SEC registration | Investment adviser representative in OH · CRD 3133207 |
| Exams passed | Series 66 (1999) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.knwealth.com |
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Questions about William
Is William Root a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Keeler & Nadler, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Root based?
William Root is based in Dublin, Ohio.
What does William specialize in?
William's specialties include tax planning, estate & legacy planning, retirement planning and small business owners. William works with high earners, executives, pre-retirees, retirees and founders.
Is William Root registered with the SEC?
Yes. William Root is registered as an investment adviser representative in OH (CRD 3133207), 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 William Root?
Through William'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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