Capital Planning Wealth Management Salary

As of August 2026, the average annual salary for employees at Capital Planning Wealth Management in the United States is $88,097. This translates to an approximate hourly wage of $42. Salaries at Capital Planning Wealth Management typically range from $77,432 to $99,673 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Capital Planning Wealth Management Pay for Different Roles?

Explore detailed salary information for specific jobs at Capital Planning Wealth Management. Based on our data, the highest paying job is the Financial Consultant, with an annual salary of $110,411. The table below outlines the annual salary ranges for most popular roles within the company.
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Current Job Openings at Capital Planning Wealth Management

Ready for your next career move? Explore current job openings at Capital Planning Wealth Management. Use the search tool below to find available positions by title and location and apply directly to start your career.

Is Capital Planning Wealth Management’s Pay Competitive? Salary Benchmarking Analysis

How does Capital Planning Wealth Management's compensation stack up against the industry and its key competitors? Our salary benchmarking analysis provides a clear comparison. The chart below visualizes this comparison alongside select peer companies.
Competitor / Benchmark Avg. Salary Variance Primary Market Influence Factor & Explanation
ACG Management Co $92,105
+4.5%
Influenced by prevailing union wage agreements specific to ACG Management Co's sector.
Madrigrano Aiello & Santarelli $86,388
-1.9%
Confirms Madrigrano Aiello & Santarelli is a direct competitor vying for the exact same talent pool.
Landcastle Inc $104,604
+18.7%
Reflects a supply-demand imbalance for the specific talent Landcastle Inc targets.
Kramer and Associates $96,947
+10.0%
Supported by Kramer and Associates's high-margin contracts allowing higher overhead.
Business Services Industry $120,931
+37.3%
Pay variances are driven by organizational scale, specialized skill requirements, or geographic cost-of-living factors.
Need More Granular Data? The analysis above provides a high-level market overview. To benchmark specific job codes, adjust for real-time cost-of-living changes, or access verified HR-reported datasets, upgrade to Salary.com for Business. Precision matters when building your compensation strategy.

Employee Reviews: Working at Capital Planning Wealth Management

Considering a career at Capital Planning Wealth Management? Explore authentic employee reviews to learn about the work environment, career growth opportunities, pay transparency and benefits. These first-hand insights can help you set realistic compensation expectations and make informed career decisions.
Despite the organizational employees, there's a real understanding that people have lives outside work. The company provides a stable and structured work environment with clearly defined goals and expectations. Met our requirements without added value. The atmosphere is quiet and respectful, though not particularly energetic. The leadership team is remarkably transparent about company performance,...
The management team is responsive and genuinely listens to concerns. Whether it’s a major project launch or a work anniversary, management takes the time to acknowledge our achievements. This has helped build strong working relationships and a friendly atmosphere, making the office a pleasant place to be. This level of trust boosts my confidence and makes me more invested in the outcomes of my wor...
Our company successfully combines a professional, high-performance environment with a genuinely friendly and approachable atmosphere. Employees have access to excellent learning opportunities and support systems. One of the best aspects is the direct access to senior leadership and their willingness to mentor junior staff. I also appreciate the company’s commitment to diversity and sustainability....

Capital Planning Wealth Management Overview

Website
www.capital-planning.com
Founded In
1994
Employees
<25 employees
Industry
Business Services
Headquarter Address
4505 Saucon Creek Rd Center Valley Pennsylvania PA 18034
Revenue
<$5 Million
Phone Number
+1 6108713500
Social Media
About Capital Planning Wealth Management
Many financial questions will arise throughout your lifetime, from building your financial foundation, to protecting your family and being financially independent throughout your retirement.At Capital Planning, we provide financial planning with purpose, so you can focus on enjoying life.Through, LPL Financial, Capital Planning Advisors, are able to offer their services on a fee basis.LPL Financia

What Benefits Does Capital Planning Wealth Management Offer Beyond Salary?

A competitive compensation package is more than just a salary. Capital Planning Wealth Management offers a comprehensive benefits package designed to support your health, financial future, and overall well-being. Below are the most common key benefits:
Social Security
401(K)
Disability
Healthcare
Pension
Time Off (days)
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What Is the Cost of Living Near Allentown?

Understanding the cost of living near Allentown is key to truly evaluating a salary offer or your current compensation at Capital Planning Wealth Management.
Allentown's Cost of Living Index is approximately 93.8 (6.2% less expensive than US average; 3.4% less than PA average). Lehigh Valley city, affordable housing. LANTA bus. When planning your budget based on a salary from Capital Planning Wealth Management, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,000 - $1,500+ A significant portion of Capital Planning Wealth Management salary. Location choices impact this heavily.
Utilities (Basic) $160 - $260 Electricity, Heating, Cooling, Water etc.
Public Transportation $60 (LANTA monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $400 - $580 Can be higher with more dining out or specialty stores.
Personal & Leisure $330 - $630+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $370 - $690+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,320 - $3,660+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Capital Planning Wealth Management

1. How much does Capital Planning Wealth Management in the United States pay?

Capital Planning Wealth Management pays its employees an average of $88,097 per year. The average salary at Capital Planning Wealth Management range from $77,432 to $99,673 per year. It's important to remember that these are overall averages, actual salaries vary significantly based on specific job titles, years of experience, skills and location.

2. Do Capital Planning Wealth Management employees get a higher salary than its peer company?

The salary at Capital Planning Wealth Management is lesser than its peer company. The average annual salary at Capital Planning Wealth Management is $88,097, or an hourly wage of $42, in comparison to ACG Management Co which pays $92,105 per year or $44 per hour.

3. What are the highest paying jobs at Capital Planning Wealth Management?

The higher-paying job at Capital Planning Wealth Management, according to our data, include Financial Consultant (avg. $110,411 per year), Retirement Plan Advisor (avg. $53,158 per year), and Client Service Associate (avg. $49,868 per year). Pay for these roles reflects significant responsibility, specialized skills and experience.

4. How much does salary increase with years of experience at Capital Planning Wealth Management?

Salary progression with years of experience at Capital Planning Wealth Management is typical. Generally, as employees gain more relevant experience, develop more skills, and take on greater responsibilities, their earning potential increases. For example, a role with 5-7 years of experience will usually pay more than the same role requiring 0-2 years.

5. Do salaries at Capital Planning Wealth Management vary by office location?

Yes, it's very likely that salaries at Capital Planning Wealth Management vary by office location. Companies often adjust pay based on local market rates, cost of living, and talent competition in different geographic areas. For instance, a role in a high-cost city like New York City may offer a higher nominal salary than the same role in a lower-cost city like Omaha, NE. Our Cost of Living Insights for Allentown section provides more context.

6. Does Capital Planning Wealth Management offer good benefits?

Capital Planning Wealth Management typically offers a comprehensive benefits package that adds significant value to an employee's total compensation. Common benefits include health, dental, and vision insurance, a 401(k) plan often with a company match, paid time off. For example, a strong 401(k) match or excellent, low-cost health insurance can be worth thousands of dollars annually, effectively increasing your overall earnings beyond your base salary. For a more detailed list of benefits, please see our "Employee Benefits at Capital Planning Wealth Management" section on this page.