SLP Wealth LLC

Item 5: Fees and Compensation
  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”). Adviser generally includes up to
      6 financial planning meetings per year for the financial planning fees, beyond which additional
      hourly fees up to $300 per hour shall apply. Adviser may choose to fully or partially waive the
      Monthly Financial Planning Fee (and corresponding hourly overages) for new clients in its sole
      discretion. If a client additionally wishes to receive investment management services, an
      additional asset-based fee starting at 0.75% per annum of client assets designated to be under
      our management shall apply (the “Quarterly Investment Management Fee”). Collectively, the
      Monthly Financial Planning Fee and the Quarterly Investment Management Fee are referred to as
      the “Investment & Financial Planning Fees”. As of the date of this brochure, an additional fee up
      to 0.12% per annum shall be charged to a client to the extent a Third-Party Adviser is retained to
      provide direct indexing, tax loss harvesting, or other investment sub-advisory services, but such
      such Third-Party Adviser fee shall only apply to that portion of a client’s account(s) that are
      managed by the Third-Party Adviser. Clients should refer to the applicable Third-Party Adviser’s
      fee schedule as separately disclosed to clients from time to time for the specific additional fees
      that apply.​
      ​
      The Monthly Financial Planning Fee is typically charged for so long as the client maintains less
      than $1,000,000 under Adviser’s management. Clients with $0 assets under Adviser’s
      management will generally be charged a Monthly Financial Planning Fee of $299/mo, whereas
      clients with greater than $0 but less than $1,000,000 under Adviser’s management will generally
      be charged a Monthly Financial Planning Fee of $199/mo. For so long as the client maintains at
      least $1,000,000 under Adviser’s management, the Monthly Financial Planning Fee is generally
      waived. Adviser shall endeavor to measure the client’s assets under Adviser’s management
      within the first two weeks of each calendar quarter and apply any corresponding full or partial
      waiver of the Monthly Financial Planning Fee in the month thereafter. In the event the client
      subsequently maintains less than the requisite amount of assets under Adviser’s management to
      remain eligible for a full or partial waiver of the Monthly Financial Planning Fee as measured
      during the first two weeks of a calendar quarter, the Monthly Financial Planning Fee amount, as
      set forth in the advisory agreement signed between the client and Adviser, shall be reinstated in
      the month thereafter.

  B.​ In consideration of its non-discretionary investment management services for 401(k) accounts,
      clients will be charged a separate asset-based fee (the “401(k) Fee”) of 0.49% per annum of
      assets in such accounts, charged quarterly in arrears, and calculated by prorating each active
      participant’s account balance on a daily basis. Such clients shall also be charged an initial setup
      fee of up to $995 (the “401(k) Setup Fee”) at Adviser’s discretion. Clients should also expect to
      pay a monthly flat fee to Guideline for the custody and administrative services. 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. In addition, Adviser charges an ongoing flat fee of $199 to $599 per
      month for individuals, married couples, and heads of household (the “Monthly Tax Services Fee”).
      Within these stated ranges, clients with no assets under Adviser’s management will be charged a
      higher Monthly Tax Services Fee than clients who maintain assets under Adviser’s management.
      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. To
      the extent that a client requests that Adviser prepare an amended tax return, such client shall pay
      a flat fee in the amount of $795 if Adviser had prepared the original tax return or a flat fee in the
      amount of $1495 if Adviser had not prepared the original tax return (the “Tax Amendment Fee”).
      To the extent that a client requests that Adviser prepare any state or federal income tax returns
      for any prior tax year(s) that were not timely prepared or filed by a client (other than the current
      tax year for which Adviser has been engaged) (each, a “Prior Return”), such client shall pay an

                                       Date of Brochure: July 3, 2026

    additional flat fee in the amount of $2,399 for each such individual Prior Return (the “Prior Return
    Fee”). Any Prior Return Fee shall be charged in full up-front before any Prior Returns are
    prepared. Collectively, the Enrollment Fee, the Monthly Tax Services Fee, the Additional Hourly
    Fee, the Tax Amendment Fee, and the Prior Return Fee are collectively referred to as the “Tax
    Services Fees.” The Tax Services Fees are charged in addition to the Investment & Financial
    Planning Fees. Investment & Financial Planning Fees and the Tax Services Fees are collectively
    referred to as the “Fees”.

D.​ All Fees are negotiable and waivable at Adviser’s sole discretion. The Monthly Financial Planning
    Fee, the Enrollment Fee, and the Monthly Tax Services Fee are paid via ACH or credit card
    through a third-party payment processor unless the client has also elected to receive investment
...

Item 7: Types of Clients
Adviser generally provides its services to individuals and business entities. Adviser does not require a
minimum account value to open or maintain an account.

                                         Date of Brochure: July 3, 2026