Wells Fargo Advisors
46yrs
Top advisor by experience in Dublin
28yrs
William Root
Full name on record: William Keith Root
Financial advisor at Keeler & Nadler Family Wealth
William Root is a fiduciary financial advisor in Dublin, Ohio, with 28 years in the industry. William joined Keeler & Nadler Family Wealth in 2014, after five years at Cambridge Investment Research Advisors and five years at Everhart Advisors. Keeler & Nadler Family Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 525 advisors with offices in Dublin, and one of 396 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top advisor by experience at Keeler & Nadler Family Wealth
Office565 Metro Place South Suite 280, Dublin, OH 43017
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.21 million
Advisors at the firm8
States licensed ?1 state
Services through Keeler & Nadler Family Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowKeeler & Nadler Family WealthCurrent firm
- 2009 – 2014
- 2005 – 2009Everhart AdvisorsPreviously
- Jan 2004 – Dec 2004Everhart AdvisorsPreviously
Contact William
(614) 791-4123Keeler & Nadler Family Wealth main office 565 Metro Place South Suite 280Dublin, OH 43017Office · Get directions Facebook pageKeeler & Nadler Family Wealth
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Keeler & Nadler Family Wealth at (614) 791-4123 and ask for William Root. William works from the Dublin, OH office.
How long has William been a financial advisor?
William has been in the industry since 1999, about 28 years. Top advisor by experience at Keeler & Nadler Family Wealth.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Keeler & Nadler Family Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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