SLP Wealth - Investment Advisers

About SLP Wealth

SLP Wealth LLC is a fiduciary financial planning and coaching firm based in Durham, North Carolina, and it is registered as an investment adviser. It is one of the investment advisers in North Carolina. The firm reports regulatory assets under management of $63.69 million and 21 employees. The firm focuses on people with substantial student loan debt, including physicians, dentists, and other high earners. Its website says it has helped clients manage more than $5.4 billion in student loan debt. It offers financial planning and tax services, and its planners hold credentials such as CERTIFIED FINANCIAL PLANNER® and Certified Student Loan Professional. Leadership includes Travis Hornsby, Chief Executive Officer and partner; Meagan McGuire, Chief Financial Planning Officer and partner; Sim Terwilliger, Chief Tax Officer and partner; and Carrie Nicholson, Chief Operations Officer and partner. Hornsby also founded Student Loan Planner in 2016, and the firm states that Hornsby and McGuire started SLP Wealth in 2023. For a broader view of registered firms, see the US investment advisers directory.

Key Facts

Assets Under Management

$63.69M

Employees

21

SEC File Number

801-127646