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Carlton Pace Wealth Management Salary

Carlton Pace Wealth Management Salary

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As of August 2026, the average annual salary for employees at Carlton Pace Wealth Management in the United States is $111,693. This translates to an approximate hourly wage of $54. Salaries at Carlton Pace Wealth Management typically range from $97,967 to $126,561 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Carlton Pace Wealth Management Pay for Different Roles?

Explore detailed salary information for specific jobs at Carlton Pace Wealth Management. Based on our data, the highest paying job is the Client Relationship Manager, with an annual salary of $103,910. The table below outlines the annual salary ranges for most popular roles within the company.
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Is Carlton Pace Wealth Management’s Pay Competitive? Salary Benchmarking Analysis

How does Carlton Pace 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
Special Situations Fund $106,967
-4.2%
Special Situations Fund operates with a leaner overhead structure, impacting base wage offers.
Gain Equity Mortgage $83,445
-25.3%
Reflects market rates for standard general contracting, differing from specialized roles.
San Francisco Equity Partners $110,764
-0.8%
Aligns perfectly with prevailing regional benchmarks for this specific job family.
Financial Home Loans Inc $99,731
-10.7%
Financial Home Loans Inc may offer non-monetary perks in lieu of competitive base salaries.
Financial Services Industry $121,514
+8.8%
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.

How Carlton Pace Wealth Management's Salaries Compare to Similar Companies?

Explore companies in the same industry to compare average salaries, benefits, and career opportunities with those at Carlton Pace Wealth Management. Click a company name to learn more.

Employee Reviews: Working at Carlton Pace Wealth Management

Considering a career at Carlton Pace 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.
Performance is tracked methodically. However, opportunities for rapid advancement are limited unless you’re in a leadership track. There isn’t much room to innovate, but deadlines and responsibilities are consistently met. Recognition for hard work is consistent. Tools and resources are modern and effective.
Commented in May 12, 2025
32
2
Clients recognize our firm's quality. Their commitment to ethical investing and supporting philanthropic initiatives demonstrates a broader vision beyond just financial returns. With employees, the company offers various affinity groups and social activities to foster connections beyond work. Responsibilities are well-outlined, and operations are efficient. The company fosters a culture of continu...
Commented in May 19, 2024
26
1
I feel valued here and proud to contribute to innovative financial solutions that impact clients positively every day. A great workplace for professionals looking to grow. Leadership is respectful but maintains a formal, hierarchical structure. It’s a strong environment for high-performing financial professionals.
Commented in February 29, 2024
26
3

Carlton Pace Wealth Management Overview

Website
www.carltonpace.com
Founded In
2003
Employees
<25 employees
Industry
Financial Services
Headquarter Address
20380 Town Center Ln Cupertino California CA 95014
Revenue
<$5 Million
Phone Number
+1 4088766272
Social Media
About Carlton Pace Wealth Management
Carlton Pace Wealth Management is an independently owned and operated wealth management firm focused on serving the financial management needs of entrepreneurs, high net-worth professionals and privately held businesses in the technology industry. We offer a suite of integrated services in finance, tax, investments and business services. Our objective is to simplify and enhance the lives of our cl

What Benefits Does Carlton Pace Wealth Management Offer Beyond Salary?

A competitive compensation package is more than just a salary. Carlton Pace 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 San Jose?

Understanding the cost of living near San Jose is key to truly evaluating a salary offer or your current compensation at Carlton Pace Wealth Management.
San Jose's Cost of Living Index is approximately 214.5 (114.5% more expensive than US average; 53.4% more than CA average). Heart of Silicon Valley, astronomical housing costs, high transportation, and high prices for almost everything. When planning your budget based on a salary from Carlton Pace Wealth Management, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $2,800 - $4,500+ A significant portion of Carlton Pace Wealth Management salary. Location choices impact this heavily.
Utilities (Basic) $180 - $300 Electricity, Heating, Cooling, Water etc.
Public Transportation $80 (VTA monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $500 - $800 Can be higher with more dining out or specialty stores.
Personal & Leisure $550 - $1,100+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $400 - $780+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $4,510 - $7,480+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Carlton Pace Wealth Management

1. What is the typical salary range (low to high) for most roles at Carlton Pace Wealth Management?

The typical annual salary range for most roles at Carlton Pace Wealth Management is approximately from $97,967 to $126,561. 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. How much does Carlton Pace Wealth Management pay compared to Special Situations Fund?

The average annual salary at Carlton Pace Wealth Management is $111,693, or an hourly wage of $54, in comparison to Special Situations Fund which pays $106,967 per year or $51 per hour.

3. How does experience level affect salary at Carlton Pace Wealth Management?

Experience level is a significant factor in determining salary at Carlton Pace Wealth Management, 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.

4. How can I determine if a salary offer from Carlton Pace Wealth Management in San Jose is fair given the local cost of living?

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

5. What factors influence salary increases at Carlton Pace Wealth Management?

Salary increases at Carlton Pace Wealth Management are likely influenced by a combination of factors, including: individual employee performance against set goals, overall company performance and profitability, budget availability, changes in the market rate for similar roles (market adjustments), and sometimes cost-of-living increases.

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