# Jason Stuber

> Jason Stuber is a fee-only financial advisor at Saling Wealth Advisors in Louisville, Kentucky, who holds the CFA credential. Jason focuses on retirement planning, estate & legacy planning and small business owners. Saling Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-stuber/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Saling Wealth Advisors
- **Based in:** Louisville, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $617.7M across 895 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners, Founders (pre-exit), Family wealth transfer
- **Works with:** Multi-generational families, Retirees, Pre-retirees, Founders
- **CRD:** 4269880 (https://adviserinfo.sec.gov/individual/summary/4269880)
- **SEC registration:** Investment adviser representative in KY, TX
- **Exams passed:** Series 66 (2000)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.salingwealthadvisors.com

## Frequently asked questions

### Is Jason Stuber a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Saling Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, Saling Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jason Stuber based?

Jason Stuber is based in Louisville, Kentucky.

### What does Jason specialize in?

Jason's specialties include retirement planning, estate & legacy planning, small business owners, founders (pre-exit) and family wealth transfer. Jason works with multi-generational families, retirees, pre-retirees and founders.

### What credentials does Jason Stuber hold?

Jason Stuber holds the CFA credential.

### Is Jason Stuber registered with the SEC?

Yes. Jason Stuber is registered as an investment adviser representative in KY and TX (CRD 4269880), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Saling Wealth Advisors manage?

Saling Wealth Advisors reports $617.7M across 895 accounts in assets under management.

### How do I contact Jason Stuber?

Through Jason's website, www.salingwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4269880): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://salingadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.