Saling Wealth Advisors fees
Financial planner in Louisville, Kentucky. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Saling Wealth Advisors (Louisville, KY) charges a flat or project fee of $2,500-$10,000 for financial planning.
- Website: salingwealthadvisors.com (opens in new tab)
- Call (502) 805-3000
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change.
- Flat or project fee
- $2,500-
$10,000 Runs from below the Kentucky median of $2,750 to above it.
“The rate for creating client financial plans is between $2500 and $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 11 employees
- Registered since
- 2016 (10 years)
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 227
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Assets managed
- $618 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 10, 2026
- CRD number
- 283226 (opens in new tab)
- Phone
- (502) 805-3000
Registered or notice filed in 4 states: Florida, Indiana, Kentucky, Texas
Other planners in Louisville that publish fees
- Barlow Wealth Partners, LLCLouisvilleHourly $150-$750/hr
- Bluegrass Financial Planning, LLCLouisvilleHourly $120-$180/hr, Quarterly $480-$750/qtr
- Kinson Wealth Group LLCLouisvilleHourly $300-$700/hr, Flat $2,400-$30,000
- Lach FinancialLouisvilleHourly $325/hr
- Lanier Asset Management, LLCLouisvilleFlat $1,000-$2,500
More planners in Kentucky that publish fees
- Journey Advisory Group, LLCCovingtonHourly $200/hr, Flat $500-$5,000
- Moneywise, Inc.LexingtonFlat $2,500-$3,500
- Trella WealthBowling GreenFlat from $500
- Hannegan Wealth Management, LLCEdgewoodHourly $250/hr, Flat $500-$4,500
- Fenwick FinancialNew HavenHourly $75/hr
- Five Talent Financial LLCMurrayHourly $200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.