We help you build a life beyond student loans.
Built by the team behind Student Loan Planner for high earners who want a real plan for their loans and everything that comes after.
Built on the foundation of Student Loan Planner
We didn't start as a wealth management firm. We started as Student Loan Planner, the largest student loan consultancy in the country, founded by Travis Hornsby in 2016. Since then, we've consulted on more than $5.2 billion in student debt for 22,000+ borrowers, most of them high-earning professionals.
Our clients kept asking the same question: “You've helped me figure out my loans. Can you help me with everything else?”
So in 2023, we launched SLP Wealth to do exactly that. We brought the deepest student loan expertise in the industry under the same roof as fiduciary financial planning, investment management, and tax services. The result is something no one else offers: profession-specific financial planning that actually understands where our clients are starting from.
Our members are high-earning professionals navigating one of the most complex financial situations in the country: significant student debt, fast income growth, and not enough time to figure it all out. We give them a clear plan, transparent pricing, and a real person in their corner.
Typically offered
- Generic financial planning
- Poor student loan guidance
- 100-page paper financial plan
- 1 – 1.75% investment aum fee
- Stuffy in-person meetings
- Complex financial plan fees
Membership
- Financial planning tailored to your profession
- Industry-leading student loan strategy (federal + private)
- Technology that makes it easy to implement your financial plan
- 0.25% – 0.75% fee for asset management + access to tax-loss harvesting
- 100% virtual meetings, dress code not enforced
- Simple, transparent, and affordable pricing
Why choose SLP Wealth over others?
Watch the video to hear from Student Loan Planner founder and SLP Wealth partner Travis Hornsby.
Our mission is: Dreams and debt — no trade-offs required.
We believe six-figure borrowers shouldn't have to choose between their dreams and their debt. We serve early to mid-career professionals who borrowed six figures for school and give them profession-specific financial planning that actually understands where they're starting from.
What you'll get from SLP Wealth
A dedicated planner who knows your profession, your loans, and your full financial picture. Three meetings per year, with additional meetings as needed, plus unlimited access between meetings through your client portal.
A real plan for your student loans, whether that's PSLF, IDR optimization, refinancing, or a hybrid strategy. Built by the team that has advised on more student debt than any wealth management firm in the country.
Fiduciary investment management at 0.25% to 0.75% at a fraction of what most advisors charge, with tax-loss harvesting built in.
Optional tax preparation handled by the same firm that built your plan, so your loan strategy, investment strategy, and tax strategy actually talk to each other.
All for a transparent monthly subscription. No surprise invoices, no hourly fees, no commissions, no products to push.
Why financial planning with student loans needs ongoing attention
Student loan rules change constantly. PSLF guidance shifts, IDR plans get rewritten, tax treatment of forgiveness moves with administrations. A one-off financial plan can't keep up, and the wrong assumption in year three can cost you tens of thousands.
That's why SLP Wealth is built around an ongoing relationship, not a one-time engagement. Your planner adjusts your strategy as the rules evolve, so you're never making decisions based on outdated guidance.