Travis Hornsby is a CFA, CFP-designated registered investment advisor at Slp Wealth, based in Durham, NC, with 2 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 1,657 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Applies as an additional fee on top of monthly planning fees for clients who choose investment management. Rate starts at 0.75% per year and is negotiable. Third-party managers may add up to 0.12% per year on specific accounts.
Fee Estimator
Location
555 South Mangum St, Suite 100, Durham, NC, 27701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis owns multiple businesses: SL Planner LLC (web publishing and consulting, taking about half his time), SLP Insurance LLC (insurance advertising and sales, dedicating a few hours per week), and SLP Partners LLC (managerial services, dedicating a few hours per week). SLP Insurance LLC is investment-related, while the other two are not.
Employment History
Current Registrations
Slp Wealth
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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