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Saling Wealth Advisors

Updated today

Client assets under management

$578,932,136

Clients

227

52% high-net-worth

Advisors

9

of 11 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

25

Very Low

Average account size

$2,550,362

About

Saling Wealth Advisors serves individuals, businesses, charitable organizations, trusts and estates, managing about $618 million in client assets across discretionary and non‑discretionary accounts. The firm offers comprehensive financial planning, discretionary portfolio management, and project‑based consulting, and generally requires a $1,000,000 account minimum though it may negotiate exceptions.

At the outset of each relationship Saling Wealth Advisors develops a personalized Investor Profile to establish objectives and guidelines and implements portfolios primarily composed of mutual funds and ETFs. The firm uses both qualitative and quantitative due diligence—citing research from providers such as BlackRock, Morningstar and J.P. Morgan—generally avoids recommending individual equities or fixed‑income securities except for legacy positions, and uses alternative private funds on a non‑discretionary basis.

Noteworthy features include the firm’s distribution of periodic client communications, such as newsletters or periodicals, in addition to allocation and performance reports available for client review. Saling Wealth Advisors also participates in an institutional platform relationship with Raymond James that provides publications, technology and practice‑management services, and it works with Raymond James Trust for certain trust accounts where final approval of recommendations rests with the trustee.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

General retirement planning General tax planning Wealth management Private / alternative investments

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.95% $3,000,001 - $4,000,000: 0.90% $4,000,001 - $5,000,000: 0.85% $5,000,001 - $6,000,000: 0.80% $6,000,001 - $7,000,000: 0.75% $7,000,001 - $8,000,000: 0.70% $8,000,001 - $9,000,000: 0.65% $9,000,001 - $10,000,000: 0.60% $10,000,001+: Negotiable special fee arrangements

Other

Account minimum: $1,000,000 Fee-only: Financial planning fees for stand-alone plans range from $2,500 to $10,000, negotiable, paid quarterly in arrears

Main office location

Saling Wealth Advisors

9750 Ormsby Station Road, Suite 102

Louisville KY 40223, United States

Number of offices

1

Most active in

Florida · Indiana · Kentucky · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Megan D

Series 65

Louisville, KY

Saling Wealth Advisors

Megan Dant is a Series 65–licensed financial advisor at Saling Wealth Advisors in Louisville, KY, with three years of industry experience. She previously worked at Hilliard Lyons Trust Co LLC for four years before joining her current firm. Saling Wealth Advisors manages approximately $618 million in client assets, serving individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using personalized Investor Profiles and predominantly mutual funds and ETFs in portfolio construction.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Kody W

Series 65

Louisville, KY

Saling Wealth Advisors

Kody Williams is a financial advisor at Saling Wealth Advisors in Louisville, KY, holding a Series 65 credential with one year of industry experience. Prior to joining Saling Wealth Advisors, he worked at Vermillion Financial Advisors for one year and was a student from 2021 to 2025. Saling Wealth Advisors manages approximately $618 million in client assets, serving individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning and portfolio management, focusing on mutual funds and ETFs, and employs both qualitative and quantitative due diligence in constructing portfolios.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Eric S

CFP®, Series 66

Louisville, KY

Saling Wealth Advisors

Eric Saling is a CFP® with 17 years of experience in financial advising and has been with Saling Wealth Advisors since 2016. He holds the Series 66 designation and is based in Louisville, KY. Outside of his advisory role, Mr. Saling is a co-owner of GPK Enterprises LLC and serves as a limited partner in Red Ace Capital Management Opportunity Fund, LP, a merchant banking affiliate focused on direct real estate investments. Saling Wealth Advisors manages approximately $618 million in client assets, serving individuals, businesses, charitable organizations, trusts, and estates. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services, implementing portfolios primarily composed of mutual funds and ETFs based on a personalized Investor Profile.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Noah P

CFP®, Series 66

Louisville, KY

Saling Wealth Advisors

Noah Polk is a CFP® professional with ten years of industry experience, currently serving at Saling Wealth Advisors since 2022. His prior roles include positions at Facet Wealth, KPP Advisory Services, LPL Financial, Baird, and JJB Hilliard WL Lyons. He was also affiliated with the Kentucky Baptist Convention for seven years. Saling Wealth Advisors serves individuals, businesses, charitable organizations, trusts, and estates, managing approximately $618 million in client assets. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using a personalized Investor Profile and primarily mutual funds and ETFs to implement client portfolios.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Tendai C

CFP®, Series 65

Louisville, KY

Saling Wealth Advisors

Tendai Charasika is a CFP® with five years of industry experience, currently serving as a financial advisor at Saling Wealth Advisors in Louisville, KY since 2020. Prior to joining Saling Wealth Advisors, Tendai worked at SuperFanU, Inc for six years. Outside of his advisory role, he serves on the University of Louisville College of Business Board of Advisors, acts as an Entrepreneur-in-Residence for the University of Louisville Office of Research and Innovation, and participates in several local advisory and philanthropic councils. Saling Wealth Advisors manages approximately $618 million in assets for individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, focusing on personalized investment profiles primarily composed of mutual funds and ETFs.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Christian D

CFP®, Series 65

Louisville, KY

Saling Wealth Advisors

Christian Doyle is a CFP® with two years of industry experience, currently serving as an advisor at Saling Wealth Advisors. He previously worked at Millennium Advisory Services, Inc. and has a diverse background including roles at RW Baird, Door Dash, and Western Kentucky University. Saling Wealth Advisors manages approximately $618 million in client assets and serves individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, implementing portfolios primarily composed of mutual funds and ETFs based on personalized Investor Profiles.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Jason S

CFA®, Series 66

Louisville, KY

Saling Wealth Advisors

Jason Stuber is a CFA® charterholder with 24 years of industry experience and holds a Series 66 license. He has been with Saling Wealth Advisors in Louisville, KY since 2016. Saling Wealth Advisors serves individuals, businesses, charitable organizations, trusts, and estates, managing approximately $618 million in client assets. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, typically requiring a $1,000,000 account minimum.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Jeffrey G

CFP®, Series 63, Series 66

Louisville, KY

Saling Wealth Advisors

Jeffrey Gough is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has been with Saling Wealth Advisors since 2018 and previously worked at Jjb Hilliard Wl Lyons LLC from 2014 to 2018. Saling Wealth Advisors manages approximately $618 million in client assets and serves individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using a personalized Investor Profile and primarily mutual funds and ETFs in its portfolios.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
user avatar

Amy S

CFP®, Series 66

Louisville, KY

Saling Wealth Advisors

Amy Stuber is a CFP® with 19 years of industry experience currently serving as an advisor at Saling Wealth Advisors in Louisville, KY. She has been with Saling Wealth Advisors since 2016 and previously worked at Hilliard Lyons from 2005 to 2016. Saling Wealth Advisors manages approximately $618 million in assets for individuals, businesses, charitable organizations, trusts, and estates. The firm offers comprehensive financial planning, discretionary portfolio management, and project-based consulting, employing a personalized Investor Profile process and primarily investing in mutual funds and ETFs.

General retirement planning General tax planning Wealth management Private / alternative investments Founder/Business Owner
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