Jason Stuber
Saling Wealth Advisors · Louisville, Kentucky
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.
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Specialties
Who they serve
- Multi-generational families
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Saling Wealth Advisors |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $617.7M across 895 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in KY, TX · CRD 4269880 |
| Exams passed | Series 66 (2000) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.salingwealthadvisors.com |
| Profile |
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Questions about Jason
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.
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
- Saling Wealth Advisors 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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