Noah Polk
Saling Wealth Advisors · Louisville, Kentucky
Noah Polk is a fee-only financial advisor at Saling Wealth Advisors in Louisville, Kentucky, who holds the CFP credential. Noah 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 | CFP |
| SEC registration | Investment adviser representative in KY · CRD 6452602 |
| Exams passed | Series 66 (2016) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.salingwealthadvisors.com |
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Questions about Noah
Is Noah Polk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Noah 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 Noah charge for financial advice?
Noah's firm, Saling Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Noah Polk based?
Noah Polk is based in Louisville, Kentucky.
What does Noah specialize in?
Noah's specialties include retirement planning, estate & legacy planning, small business owners, founders (pre-exit) and family wealth transfer. Noah works with multi-generational families, retirees, pre-retirees and founders.
What credentials does Noah Polk hold?
Noah Polk holds the CFP credential.
Is Noah Polk registered with the SEC?
Yes. Noah Polk is registered as an investment adviser representative in KY (CRD 6452602), 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 Noah Polk?
Through Noah'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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