SLP Wealth
SLP Wealth is a fee-only fiduciary RIA that delivers subscription-based financial planning, investment management, and in-house tax services to high-income professionals with significant student loan debt, organized by profession (physicians, dentists, lawyers, veterinarians, and related verticals) across all 50 U.S. states.
- Company typePrivate
- Founded2016
- HeadquartersDurham, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What SLP Wealth does
SLP Wealth, LLC is a fee-only fiduciary financial planning firm headquartered at 555 South Mangum St, Suite 100, Durham, NC, operating fully remotely with a team of 29 employees and key contractors. The firm specializes in vertical-specific financial planning for high-income professionals carrying six-figure student loan debt, including physicians, dentists and dental specialists, lawyers, veterinarians, nurses and nurse practitioners, corporate professionals and MBAs, physical therapists, pharmacists, and podiatrists. Its core services combine ongoing financial planning (cash flow management, student loan optimization across IDR/PSLF/forgiveness strategies, retirement planning, insurance advice, and investment management) with in-house personal tax preparation, delivered as an integrated subscription rather than discrete products. SLP Wealth also distributes a suite of ten profession-specific online calculators and an educational podcast, Financially Free Era, as lead-generation and brand-building assets.
Revenue is generated through three recurring streams: a monthly financial planning subscription of $0-$299 tiered by AUM, an investment management fee of 0.25%-0.75% on directly managed assets (deliberately below the 1% industry standard for sub-$500K portfolios), and personal tax services priced at $199 per month per household with a $495-$995 onboarding fee and $199/hour for complex filings. The go-to-market is consultative and content-led: prospects enter via SEO-optimized blog content, calculators, podcast, and social channels, then convert through scheduled intro calls and a "Get Started" CTA, with a risk-free trial offering $100 off the first month. The firm operates as an SEC-registered investment advisor serving clients across all 50 states, and is affiliated with Student Loan Planner as a sister company under shared founder/CEO Travis Hornsby.
SLP Wealth firmographics
Firmographics- Name
- SLP Wealth
- Legal name
- SLP Wealth, LLC
- Website
- https://slpwealth.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- SLP Wealth is a fee-only fiduciary RIA that delivers subscription-based financial planning, investment management, and in-house tax services to high-income professionals with significant student loan debt, organized by profession (physicians, dentists, lawyers, veterinarians, and related verticals) across all 50 U.S. states.
- Ownership category
- akta.pro rank
SLP Wealth industry classification
Industry- Product category
- Financial Planning & Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)
Keywords
Where SLP Wealth is headquartered
LocationHeadquarters
- HQ city
- Durham
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SLP Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Financial Planning Subscription: Monthly subscription fee for ongoing financial planning services. Starting at $0-$299 per month based on assets under management. Includes comprehensive financial planning, retirement planning, and coordination with tax services.
- Investment Management (AUM): Asset-based fee of 0.25% - 0.75% for investments directly managed by SLP Wealth. This is a tiered fee applied to client investment portfolios.
- Tax Services: Personal tax preparation and planning services for existing financial planning clients. Base rate of $199 per month per household, with additional hourly charges ($199/hour) for complex tax situations. Includes onboarding fee of $495-$995.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Financial Planning Subscription - $0-$299/month |
| Subscription | Monthly | Investment Management - 0.25%-0.75% AUM |
| Subscription | Monthly | Tax Preparation - $199/month |
| Subscription | Monthly | Risk-Free Trial - $100 off first month |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
SLP Wealth product offering
Product offeringCore offering
SLP Wealth is a fee-only, fiduciary financial planning firm that provides monthly-subscription financial planning, optional asset-managed investment portfolios, and in-house personal tax preparation. Its plans are tailored to high-income professionals with six-figure student loan debt across verticals such as physicians, dentists, veterinarians, lawyers, pharmacists, physical therapists, podiatrists, nurse practitioners, and MBA-trained corporate professionals. The firm supplements advisory services with a set of free online calculators and an educational podcast for top-of-funnel acquisition.
Product overview
SLP Wealth is a fee-only fiduciary financial planning firm offering a unified platform of financial planning and tax services designed specifically for high-earning professionals with significant student loan debt. The core offering combines Financial Planning Services (cash flow management, student loan advice, insurance advice, investment management, and retirement savings) with Personal Tax Services delivered by an in-house tax team. The firm supplements its advisory services with a suite of ten specialized online calculators (Mega Backdoor Roth Calculator, Doctor Retirement Calculator, Financial Independence with Student Loans Calculator, Financial Advisor Fee Calculator, S Corp Tax Calculator, S Corp Reasonable Salary Calculator, QBI Deduction Calculator, and ProSal Calculator) and an educational podcast called the Financially Free Era. Services are available to clients nationwide, with pricing ranging from $0-$299 per month plus 0.25%-0.75% AUM fees for investment management.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services Ongoing comprehensive financial planning for high-earning professionals with significant student debt, covering cash flow management, student loan advice, insurance advice, investment management, and retirement savings planning. Delivered under a flat monthly fee that scales from $0 to $299 based on assets under management.
- Personal Tax Services In-house personal tax preparation and planning for SLP Wealth financial planning clients, including return preparation, tax strategy, and filing support for complex situations (rental properties, multi-state filings, S-Corp filings, crypto). Subscription at $199/month per household for basic 1040s, $199/hour for complex situations, with a one-time $495–$995 onboarding fee.
- Investment Management Services Direct investment management for clients whose portfolios SLP Wealth manages, charged at a tiered 0.25%–0.75% AUM fee that undercuts the industry-standard 1% on small accounts under $500,000. Combines with the financial planning subscription for an integrated planning-plus-portfolio offering.
- Financially Free Era Podcast Educational podcast distributed on Apple Podcasts and Amazon Music covering personal finance topics for professionals with student debt, featuring listener Q&A and expert interviews; functions as a top-of-funnel content channel for the firm.
Quantifiable outcome
- 90-95% of clients save thousands of dollars on their student loans long-term after having a consult
- +1 more outcomes
Companies that use SLP Wealth
Customer profileNamed customers4 records
Segments9 records
Ideal customer profiles2 records
SLP Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
SLP Wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Student Loan PlannercoreSLP Wealth is affiliated with Student Loan Planner, described as a 'sister company'. Student Loan Planner is the parent brand that founded the financial planning arm. Travis Hornsby is Founder and CEO of both entities. The brands work together to provide comprehensive student loan and financial planning services to high-debt professionals.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
SLP Wealth competitors and assessment
Company assessmentEmerging players
- Boldin (formerly NewRetirement): Retirement-focused financial planning software with calculators, DIY tools, and an advisor marketplace — comparable to SLP Wealth's calculator-led content funnel and its retirement-planning use case for high-income professionals.
Broad incumbents
- Wealthsimple: Large-scale Canadian digital wealth manager offering low-fee investment management, savings, and tax tools — overlapping with SLP Wealth's investment management and planning stack from a broad-incumbent perspective.
- Betterment: Pioneering U.S. robo-advisor and digital wealth platform that has expanded into planning and advisor-led tiers — provides the broader benchmark for subscription + AUM pricing that SLP Wealth undercuts.
- Charles Schwab Intelligent Portfolios: Large incumbent digital wealth management offering from a major brokerage; comparable to SLP Wealth's investment management tier as a scaled, low-fee alternative for retail and mass-affluent clients.
Direct peers
- Zoe Financial: Curated marketplace that matches consumers to vetted, flat-fee fiduciary advisors — comparable in customer acquisition (online, professional-segment) and RIA-centric service model.
- Ellevest: Subscription-based digital wealth and financial planning platform originally built around a specific demographic of professionals. Comparable as a subscription-fee, goals-based planning offering with online tools and advisor access.
- Harness Wealth: Digital financial planning platform purpose-built for high-earning professionals (often tech employees with equity comp and student debt), combining human advisors with technology — overlapping with SLP Wealth's professional, high-debt niche.
- Domain Money: Flat-fee financial planning service targeted at high-earning professionals, offering comprehensive advice via a remote model. Closely overlaps with SLP Wealth's HENRY/professional client base and subscription pricing structure.
- Facet Wealth: Flat-fee, fiduciary financial planning firm operating on a subscription model with a national, remote CFP® bench — directly comparable to SLP Wealth's subscription pricing, fiduciary positioning, and digital-first delivery.
- Student Loan Planner: Sister brand and parent organization of SLP Wealth, founded by the same CEO Travis Hornsby. Provides the student-loan advisory content and education funnel that feeds SLP Wealth's planning clients, making it the closest comparable in both audience and product.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
SLP Wealth social profiles
Digital presenceSLP Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
SLP Wealth leadership team
Management profileNumber of profiles
Profiles5 records
SLP Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SLP Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SLP Wealth
What does SLP Wealth do?
SLP Wealth is a fee-only, fiduciary financial planning firm that provides monthly-subscription financial planning, optional asset-managed investment portfolios, and in-house personal tax preparation. Its plans are tailored to high-income professionals with six-figure student loan debt across verticals such as physicians, dentists, veterinarians, lawyers, pharmacists, physical therapists, podiatrists, nurse practitioners, and MBA-trained corporate professionals. The firm supplements advisory services with a set of free online calculators and an educational podcast for top-of-funnel acquisition.
Is SLP Wealth a public or private company?
SLP Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SLP Wealth founded?
SLP Wealth was founded in 2016. It employs 11 to 50 people.
Where is SLP Wealth based?
SLP Wealth is headquartered in Durham, United States, in the North America region.
How does SLP Wealth make money?
Three revenue lines are on record. Financial Planning Subscription is the primary driver. The others are investment Management (AUM) and tax Services.
Who are SLP Wealth's main competitors?
Boldin (formerly NewRetirement) is listed as an emerging player. Broad incumbents are Wealthsimple, Betterment and Charles Schwab Intelligent Portfolios. Direct peers are Zoe Financial, Ellevest, Harness Wealth, Domain Money, Facet Wealth and Student Loan Planner.
Does SLP Wealth have an API?
No public API is recorded for SLP Wealth.
What industry is SLP Wealth in?
SLP Wealth's product category is Financial Planning & Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.