SLP Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$199/hr

“To the extent a client’s tax needs require more work than what is described in the tax services engagement letter, Adviser shall charge an additional hourly fee at the rate of $199 per hour.”

Flat or project fee

Up to $995

“The monthly flat fee charged by Guideline is not shared with Adviser.​ C.​ In consideration of its tax services, Adviser charges a one-time non-refundable “Enrollment Fee” that ranges from $0 to $995.”

Monthly fee

$199⁠-⁠$834/mo

“A.​ In consideration of its financial planning services, Adviser charges an ongoing flat fee of between $199 to $834 per month (the “Monthly Financial Planning Fee”).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How SLP Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The 401(k) Fee is automatically deducted from the plan’s account quarterly in arrears by Guideline and is submitted to Adviser.”
• “The 401(k) Fee is prorated daily based on each active participant’s account balance and deducted directly from each active participant’s account after the end of every calendar quarter.”
• “The Quarterly Investment Management Fee is charged in arrears on a quarterly basis from clients’ assets and based upon the market value of such assets managed by Adviser as of the last day of the calendar quarter.”

How SLP Wealth’s fees compare

• Its hourly rate of $199 is below the North Carolina median of $300. 12% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 2 of the 11 other planners in Durham that publish an hourly rate charge less.
• Its flat or project fee of up to $995 is below the North Carolina median of $4,800. 5% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 1 of the 10 other planners in Durham that publish a flat or project fee charge less.

About SLP Wealth

• Firm size: 21 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.75% a year

Clients

1,657

Employees

21

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$63,694,981

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

325631

Website

slpwealth.com (opens in new tab)

Phone

(910) 315-0973

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Durham that publish fees

• Alohana Financial, LLCDurham$500/hr, $1,500
• Brooks Financial of North Carolina, LLCDurham$125/hr
• Capital Solutions Advisors, LLCDurham$200/hr, $500⁠-⁠$20,000
• Center Peak FinancialDurham$500/hr, $2,000⁠-⁠$25,000
• Diversified Investment Services LLCDurham$50⁠-⁠$250
• Fryar FinancialDurham$150/hr

Compare all 22 planners in Durham