Lori Slaughter
Millennial Wealth Management · Amarillo, Texas
Lori Slaughter is a fee-only financial advisor at Millennial Wealth Management in Amarillo, Texas. Lori charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $2,400 a year and one-time plans from $600) and focuses on retirement planning, student loans and tax planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Millennial Wealth Management |
|---|---|
| Based in | Amarillo, Texas |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,400 a year · One-time plans from $600 · $300 an hour · 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $36.0M across 165 accounts |
| SEC registration | Investment adviser representative in CA, CO, TX · CRD 2606269 |
| Exams passed | Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.millennialwealthmanagement.com |
| Profile |
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Questions about Lori
Is Lori Slaughter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lori holds no broker registration, and Millennial Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lori charge for financial advice?
Lori charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.
How much does Lori charge?
According to Millennial Wealth Management's website, checked October 30, 2026: ongoing planning from $2,400 a year; one-time plans from $600; $300 an hour; 1.25% a year on the first tier of assets managed.
Where is Lori Slaughter based?
Lori Slaughter is based in Amarillo, Texas.
What does Lori specialize in?
Lori's specialties include retirement planning, student loans, tax planning and estate & legacy planning. Lori works with early-career professionals.
Is Lori Slaughter registered with the SEC?
Yes. Lori Slaughter is registered as an investment adviser representative in CA, CO and TX (CRD 2606269), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Millennial Wealth Management manage?
Millennial Wealth Management reports $36.0M across 165 accounts in assets under management.
How do I contact Lori Slaughter?
Through Lori's website, www.millennialwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Millennial Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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