Tendai Charasika
Saling Wealth Advisors · Louisville, Kentucky
Tendai Charasika is a fee-only financial advisor at Saling Wealth Advisors in Louisville, Kentucky, who holds the CFP credential. Tendai 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 7232455 |
| Exams passed | Series 65 (2020) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.salingwealthadvisors.com |
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Questions about Tendai
Is Tendai Charasika a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tendai 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 Tendai charge for financial advice?
Tendai's firm, Saling Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Tendai Charasika based?
Tendai Charasika is based in Louisville, Kentucky.
What does Tendai specialize in?
Tendai's specialties include retirement planning, estate & legacy planning, small business owners, founders (pre-exit) and family wealth transfer. Tendai works with multi-generational families, retirees, pre-retirees and founders.
What credentials does Tendai Charasika hold?
Tendai Charasika holds the CFP credential.
Is Tendai Charasika registered with the SEC?
Yes. Tendai Charasika is registered as an investment adviser representative in KY (CRD 7232455), 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 Tendai Charasika?
Through Tendai'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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