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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-13-2023
- Office Locations
- 14
Office Locations
About SLP Wealth
SLP Wealth (Student Loan Planner Wealth) provides fiduciary, profession-specific financial planning for high-income professionals—especially medical and other credentialed fields—with integrated student loan strategy. Services include cash-flow planning, insurance guidance, retirement planning, investment management, and personal tax services, delivered for a low, transparent fee; custody includes Altruist.
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Owner & Executives
TRAVIS LEE HORNSBY
Certified Financial Planner, President
- CRD
- #6094394
- Ownership
- 75% or more
MEAGAN RAE MCGUIRE
Advisor
- CRD
- #6367566
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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David Albert Aizuss
Advisor
- CRD
- #7913233
Christopher Cason Carbaugh
Investment Paraplanner
- CRD
- #8187889
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,694,981 | $33,612 |
| Non-Discretionary | $0 | -- |
| Total | $63,694,981 | $33,612 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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