Kody Williams
Saling Wealth Advisors · Louisville, Kentucky
Kody Williams is a fee-only financial advisor at Saling Wealth Advisors in Louisville, Kentucky. Kody 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 |
| SEC registration | Investment adviser representative in KY · CRD 7733419 |
| Exams passed | Series 65 (2025) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.salingwealthadvisors.com |
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Questions about Kody
Is Kody Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kody 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 Kody charge for financial advice?
Kody's firm, Saling Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kody Williams based?
Kody Williams is based in Louisville, Kentucky.
What does Kody specialize in?
Kody's specialties include retirement planning, estate & legacy planning, small business owners, founders (pre-exit) and family wealth transfer. Kody works with multi-generational families, retirees, pre-retirees and founders.
Is Kody Williams registered with the SEC?
Yes. Kody Williams is registered as an investment adviser representative in KY (CRD 7733419), 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 Kody Williams?
Through Kody'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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