# Megan Dant

> Megan Dant is a fee-only financial advisor at Saling Wealth Advisors in Louisville, Kentucky. Megan 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/megan-dant/
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
- **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:** 6601737 (https://adviserinfo.sec.gov/individual/summary/6601737)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 65 (2023)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.salingwealthadvisors.com

## Frequently asked questions

### Is Megan Dant a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Megan 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 Megan charge for financial advice?

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

### Where is Megan Dant based?

Megan Dant is based in Louisville, Kentucky.

### What does Megan specialize in?

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

### Is Megan Dant registered with the SEC?

Yes. Megan Dant is registered as an investment adviser representative in KY (CRD 6601737), 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 Megan Dant?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6601737): 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

---

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