Financial Plan Salary

As of April 2026, the average annual salary for employees at Financial Plan in the United States is $90,460. This translates to an approximate hourly wage of $43. Salaries at Financial Plan typically range from $79,347 to $102,502 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Financial Plan Pay for Different Roles?

Explore detailed salary information for specific jobs at Financial Plan. Based on our data, the highest paying job is the President & Founder, with an annual salary of $700,237. The table below outlines the annual salary ranges for most popular roles within the company.
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Current Job Openings at Financial Plan

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

Is Financial Plan’s Pay Competitive? Salary Benchmarking Analysis

How does Financial Plan'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
FoundationCapital $85,027
-6.0%
Normalized for lower cost-of-living zones where FoundationCapital primarily operates.
Timothy Demeritt, LPL Financial $93,350
+3.2%
Supported by Timothy Demeritt, LPL Financial's high-margin contracts allowing higher overhead.
Purvis Capital Pte Ltd $88,962
-1.7%
Confirms Purvis Capital Pte Ltd is a direct competitor vying for the exact same talent pool.
K & d Holdings LLC $99,436
+9.9%
Reflects structural premiums typical of K & d Holdings LLC's large-cap national operations.
Financial Services Industry $121,514
+34.3%
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 Financial Plan

Considering a career at Financial Plan? 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.
This understanding reduces stress. Leaders are open-minded, coworkers are motivated, and the goals are ambitious but attainable. What stands out most is the shared commitment to ethical finance and client success, making every day at work purposeful. I’ve gained skills quickly and have had exposure to high-level projects. I genuinely enjoy my work and feel appreciated for the results I help delive...
Leadership genuinely listens and provides growth opportunities. There's a focus on execution over exploration. Colleagues are smart and helpful. From peer-to-peer praise to leadership shout-outs, effort doesn’t go unnoticed. Resources are ample, allowing us to focus on quality work rather than budget constraints. Training is robust and well-structured.
Despite its size the company maintains an agile, innovative mindset. Management recognizes and rewards effort. Financial services can be demanding, but this team handles it with care and excellence.

Financial Plan Overview

Website
www.financialplaninc.com
Founded In
1996
Employees
<25 employees
Industry
Financial Services
Headquarter Address
2115 Barkley Blvd Bellingham Washington WA 98226
Revenue
<$5 Million
Phone Number
+1 3607141234
Social Media
About Financial Plan
Financial Plan, Inc. is an independent fee-only financial advisory firm located in Bellingham, WA. Call us today at (360) 714-1234.

What Benefits Does Financial Plan Offer Beyond Salary?

A competitive compensation package is more than just a salary. Financial Plan 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 Bellingham?

Understanding the cost of living near Bellingham is key to truly evaluating a salary offer or your current compensation at Financial Plan.
Bellingham's Cost of Living Index is approximately 117.8 (17.8% more expensive than US average; 5.6% more than WA average). NW WA coastal city (WWU), desirable, near Canada, housing costs high. WTA bus. When planning your budget based on a salary from Financial Plan, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,500 - $2,200+ A significant portion of Financial Plan salary. Location choices impact this heavily.
Utilities (Basic) $100 - $190 Electricity, Heating, Cooling, Water etc.
Public Transportation $30 (WTA monthly pass, free for WWU) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $440 - $660 Can be higher with more dining out or specialty stores.
Personal & Leisure $430 - $780+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $390 - $720+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,890 - $4,550+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Financial Plan

1. What is the typical salary range (low to high) for most roles at Financial Plan?

The typical annual salary range for most roles at Financial Plan is approximately from $79,347 to $102,502. 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 Financial Plan pay compared to FoundationCapital?

The average annual salary at Financial Plan is $90,460, or an hourly wage of $43, in comparison to FoundationCapital which pays $85,027 per year or $41 per hour.

3. Do salaries differ significantly between departments at Financial Plan?

Yes, salaries often differ between departments at Financial Plan due to varying market demand for specific skill sets and the nature of the roles. For example, technical roles in Engineering or IT may command different salary ranges compared to roles in Marketing or Human Resources.

4. How does experience level affect salary at Financial Plan?

Experience level is a significant factor in determining salary at Financial Plan, 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.

5. How can I determine if a salary offer from Financial Plan in Bellingham is fair given the local cost of living?

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

6. What factors influence salary increases at Financial Plan?

Salary increases at Financial Plan 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.