What is the highest paying job at Capitalplanningadvisors?

Based on our latest data, the highest paying role at Capitalplanningadvisors is Business Anaylst, earning approximately $136,585 annually.

Where is Capitalplanningadvisors located?

Capitalplanningadvisors is headquartered in SARASOTA, FL, but may have operations in other locations within the Financial Services sector.

What industry is Capitalplanningadvisors in?

Capitalplanningadvisors operates in the Financial Services industry.

Capitalplanningadvisors Average Salary and Pay Ranges

Capitalplanningadvisors Salary

Yearly Salary Hourly Rate Monthly Salary Weekly Salary

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Salary at Capitalplanningadvisors

How Much Does Capitalplanningadvisors Pay for Different Roles?

Explore detailed salary information for specific jobs at Capitalplanningadvisors. Based on our data, the highest paying job is the Business Anaylst, with an annual salary of $136,585. The table below outlines the annual salary ranges for most popular roles within the company.

Digital Services Specialist

$34,932 / year

Salary Range: $31,525 - $38,948

Security Services

Contact Center Agent

$86,351 / year

Salary Range: $75,884 - $100,095

Sales

Fraud and Security Specialist

$91,520 / year

Salary Range: $78,966 - $105,937

Security Services

Digital Support Agent

$69,758 / year

Salary Range: $61,896 - $78,750

Construction

Business Anaylst

$136,585 / year

Salary Range: $115,388 - $156,730

Library

Digital Banking Agent

$69,758 / year

Salary Range: $61,896 - $78,750

Construction

Loan Documentation Manager

$111,496 / year

Salary Range: $100,164 - $125,601

Retail

Universal Banker II

$64,820 / year

Salary Range: $56,525 - $74,966

Resident Services

Bilingual Universal Banker, Mandarin, Cantonese and English

$41,884 / year

Salary Range: $37,017 - $50,497

Sales

Bilingual Relationship Banker, Mandarin or Cantonese and English

$92,266 / year

Salary Range: $79,068 - $105,690

Relationship Management

SBA Commercial Loan Processor

$39,889 / year

Salary Range: $35,891 - $44,332

Consumer Payment

Bilingual Universal Banker II, Vietnamese and English

$46,020 / year

Salary Range: $40,878 - $54,223

Sales

Bilingual Universal Banker, Korean and English Preferred Job

$41,884 / year

Salary Range: $37,017 - $50,497

Sales

Bilingual Universal Banker I, Mandarin, Cantonese and English

$41,884 / year

Salary Range: $37,017 - $50,497

Sales

Turn Insight into Opportunity: Current Job Openings

Ready for your next career move? Explore current job openings at Capitalplanningadvisors.

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About Capitalplanningadvisors: Company Profile

Website

www.capitalplanningadvisors.com

Founded In

2006

Employees

25 - 50 employees

Industry

Financial Services

Headquarter Location

SARASOTA

Revenue

$10 Million - $50 Million

Phone Number

Employee Reviews: Insights on Salary, Culture & Work-Life

Gain authentic perspectives from current and former employees. These anonymous reviews offer invaluable insights into Capitalplanningadvisors's culture, work-life balance, management, and employee sentiment regarding salary satisfaction, bonus payouts, and benefits.

Promotions take time and patience. The culture emphasizes teamwork and open communication, making collaboration enjoyable. Internal communication is okay, but feedback is rarely implemented. Coworkers support each other, leadership is fair, and goals are clearly communicated.

Commented in April 07, 2025

Coworker interaction is limited to work-related tasks. Working at this financial firm has been an incredible experience. I feel like my contributions are recognized and valued regularly. Leadership values diverse perspectives in decision-making. Flexible scheduling options help balance personal and work life. Booking systems are intuitive. The company is structured and compliant but occasionally r...

Commented in July 28, 2024

Deadlines are manageable, and performance metrics are realistic. Great foundation for any finance career. Despite its size, the firm maintains a people-first approach, ensuring workloads are manageable. That makes it easier to stay motivated and proud of the work we do every day.

Commented in February 28, 2024

How Capitalplanningadvisors's Salaries Compare to Similar Companies?

The data below provides a snapshot of what comparable firms are paying, offering crucial context for evaluating Capitalplanningadvisors’s pay competitiveness. Click on a company for a deeper dive.

CASSADAY & COMPANY

CGCREATIVE

CIRUJANOSWEB

CASE TITLE COMPANY

CELESTE WEBB

CAMMACK RETIREMENT

CELADON NEW TOWN

CAPITALA GROUP

CH ADVISORY SERVICES LLC

Avg. Salary: $82,227

CENTURY 21 PIERCE & BAIR

Avg. Salary: $87,409

CAPITAL MANAGEMENT SERVICES, INC.

Avg. Salary: $89,133

CAPITALINE

Avg. Salary: $74,727

Is Capitalplanningadvisors’s Pay Competitive? Salary Benchmarking Analysis

How does Capitalplanningadvisors'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
CASSADAY & COMPANY	$81,044	+1.9%	Aligns perfectly with prevailing regional benchmarks for this specific job family.
CGCREATIVE	$90,047	+13.2%	Supported by CGCREATIVE's high-margin contracts allowing higher overhead.
CIRUJANOSWEB	$94,796	+19.2%	Reflects a supply-demand imbalance for the specific talent CIRUJANOSWEB targets.
CASE TITLE COMPANY	$78,408	-1.4%	Indicates identical technical requirements and experience levels between the two firms.
Financial Services Industry	$121,514	+52.8%	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.

What Is the Cost of Living Near Sarasota?

Understanding the cost of living near Sarasota is key to truly evaluating a salary offer or your current compensation at Capitalplanningadvisors.

Sarasota's Cost of Living Index is approximately 102.7 (2.7% more expensive than US average; 0.4% less than FL average). Gulf Coast city, arts and culture, popular with retirees, housing costs above US average. SCAT bus. When planning your budget based on a salary from Capitalplanningadvisors, consider these typical monthly expenses:

Expense Category	Estimated Monthly Cost	Key Considerations / Notes
Housing (1-BR Apt Rent)	$1,500 - $2,300+	A significant portion of Capitalplanningadvisors salary. Location choices impact this heavily.
Utilities (Basic)	$160 - $270	Electricity, Heating, Cooling, Water etc.
Public Transportation	$50 (SCAT monthly pass)	Essential for most commuters; car ownership is costly.
Groceries (Single Person)	$410 - $610	Can be higher with more dining out or specialty stores.
Personal & Leisure	$400 - $750+	Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual)	$380 - $710+	Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes)	$2,900 - $4,640+	This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

Most Common Questions About Capitalplanningadvisors

FAQ 1: What is the typical salary range (low to high) for most roles at Capitalplanningadvisors?

The typical annual salary range for most roles at Capitalplanningadvisors is approximately from $69,757 to $90,289. 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.

FAQ 2: How much does Capitalplanningadvisors pay compared to CASSADAY & COMPANY?

The average annual salary at Capitalplanningadvisors is $79,547, or an hourly wage of $38, in comparison to CASSADAY & COMPANY which pays $81,043 per year or $39 per hour.

FAQ 3: How does experience level affect salary at Capitalplanningadvisors?

Experience level is a significant factor in determining salary at Capitalplanningadvisors, as it is with most employers. Generally, employees with more years of relevant experience and a proven track record can command higher salaries. For example, a senior-level role will typically have a higher pay band than an entry-level or mid-career position within the same job family.

FAQ 4: How can I determine if a salary offer from Capitalplanningadvisors in Sarasota is fair given the local cost of living?

To determine if a salary offer from Capitalplanningadvisors in Sarasota is fair, first compare the gross salary to our data for similar roles at Capitalplanningadvisors and its competitors (see our similar company salaries section) . Then, critically, use our "Cost of Living Insights for Sarasota" to understand its purchasing power.

FAQ 5: Are the salaries listed for Capitalplanningadvisors on Salary.com pre-tax or after-tax?

All salary figures displayed for Capitalplanningadvisors, including average base salary and estimated total compensation, are pre-tax amounts. They do not account for federal, state, or local income taxes, nor deductions for benefits like health insurance or 401(k) contributions.