SLP Wealth LLC provides personalized financial planning, investment management, and tax preparation services for individuals and business owners. Founded in 2023 and led by Travis Hornsby, the firm emphasizes long-term, passive buy-and-hold investing primarily using mutual funds and exchange-traded funds. SLP Wealth also assists small-business owners with non-discretionary management of employee 401(k) retirement accounts administered through Guideline. In addition to core financial advice, the firm is closely affiliated with Student Loan Planner, helping clients manage complex student debt alongside their broader financial goals. SLP Wealth operates with a flexible fee structure that often waives ongoing planning fees for clients who maintain a portfolio of $1,000,000 or more 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.