Megan Dant
Saling Wealth Advisors · Louisville, Kentucky
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.
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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 6601737 |
| Exams passed | Series 65 (2023) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.salingwealthadvisors.com |
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Questions about Megan
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.
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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