We help you build a life beyond student loans.
So you can focus on what truly matters.
Fiduciary Financial Planning
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
- Holistic student loan strategy (federal + private)
- Technology that makes it easy to implement your financial plan
- 0.49% 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.
Why one-off financial planning falls short
While some advisors offer hourly financial advice, who wants to pay several hundred dollars an hour each time a financial question comes up?
The ongoing subscription model we use here at SLP Wealth eliminates that negative incentive. You won’t avoid reaching out because you’re worried about having to pay a significant amount to get an answer. We want you to have financial support without the anxiety of another invoice.
We also believe that student loan-informed planning deserves regular check-ins. Student loan laws are always changing, and it’s hard to keep track of how these changes might impact your investing strategy, for example. Staying connected helps us adjust your plan as these rules evolve.
What can you expect from SLP Wealth?
Whatever your expectations are, they’re reasonable to have — but the market might not offer what you want at the price point you’re willing and able to pay.
Yes, you can find concierge white-glove financial planning if you pay premium fees. But those high costs might limit your actual returns unless your finances have a high degree of complexity, such as business ownership, direct real estate investments, or trusts.
The best way to judge whether SLP Wealth offers a fair price for planning is to look around and comparison shop. You’ll find that fees for up to six meetings a year with a dedicated advisor are quite expensive at most firms you evaluate.
At SLP Wealth, we’ve eliminated the unnecessary costs and kept the bar for access low.