As of March 2025, the average annual salary for employees at Heritage Wealth Planning in the United States is $91,673. This translates to an approximate hourly wage of $44. Salaries at Heritage Wealth Planning typically range from $80,382 to $103,916 annually, reflecting the diverse roles and experience levels within the company. Individual salaries can vary significantly based on factors such as job role, experience, education level, certifications, and more. At Heritage Wealth Planning, A President & Chief Executive Officer is among the highest earners, with an average salary of approximately $709,627 per year. Conversely, the lowest-paid position is Client Services, earning around $36,578 annually. Explore this page further for more salary and benefits information at Heritage Wealth Planning.
At Heritage Wealth Planning, salaries can vary significantly based on factors such as location, industry, job category, and department. Below, we provide a detailed overview of salary ranges for various roles within the company.
It's important to note that salaries for the same position may differ due to several factors, including experience, education level, training, skills, and competencies. For instance, President & Chief Executive Officer positions at Heritage Wealth Planning offer the highest average annual salary of $709,627, while Client Services roles have an average annual salary of $36,578.
JOB TITLE | SALARY RANGE | AVERAGE SALARY | COMPANY NAME |
---|---|---|---|
President & Chief Executive Officer | $541,376 - $896,557 | $709,627 | Heritage Wealth Planning |
Certified Financial Planner | $102,071 - $124,767 | $112,899 | Heritage Wealth Planning |
Financial Planner | $102,071 - $124,767 | $112,899 | Heritage Wealth Planning |
Principal - | $89,182 - $110,351 | $100,037 | Heritage Wealth Planning |
Licensed Insurance Agent | $67,676 - $92,949 | $77,576 | Heritage Wealth Planning |
Paraplanner | $60,303 - $70,215 | $62,675 | Heritage Wealth Planning |
Financial Advisor | $41,013 - $53,073 | $47,164 | Heritage Wealth Planning |
Client Services | $33,169 - $40,455 | $36,578 | Heritage Wealth Planning |
Get an estimated calculation of how much you should be earning and insight into your career options.
Fsi Republic Fund I LP Wilmington, DE | $88,162 - $114,037 Company Salary Range | $100,565 Average Company Salary |
Padden Holdings Ltd Plantation, FL | $80,538 - $104,185 Company Salary Range | $91,873 Average Company Salary |
Commercial Mortgage Securities Association New York City, NY | $98,325 - $127,182 Company Salary Range | $112,157 Average Company Salary |
Financial Gravity Companies Inc Lakeway, TX | $80,694 - $104,319 Company Salary Range | $92,031 Average Company Salary |
Forum Partners Old Greenwich, CT | $93,697 - $121,122 Company Salary Range | $106,851 Average Company Salary |
Blue Ocean Wealth Solutions East Hills, NY | $89,198 - $115,306 Company Salary Range | $101,714 Average Company Salary |
SFMG Wealth Advisors Plano, TX | $79,906 - $103,307 Company Salary Range | $91,124 Average Company Salary |
GuidedChoice Inc San Diego, CA | $86,989 - $112,452 Company Salary Range | $99,204 Average Company Salary |
Sheridan Road Financial LLC Northbrook, IL | $86,128 - $111,343 Company Salary Range | $98,212 Average Company Salary |
Heritage Wealth Planning pays its employees an average of $91,673 per year. The average salary at Heritage Wealth Planning range from $80,382 to $103,916 per year. President & Chief Executive Officer jobs at Heritage Wealth Planning earn the most with an average annual salary of $709,627, while Client Services jobs earn the least with an average annual salary of $36,578.
The salary at Heritage Wealth Planning is lesser than Commercial Mortgage Securities Association. The highest salary package reported for an employee at Heritage Wealth Planning is $103,916 per year, meanwhile the highest salary package reported for an employee at Commercial Mortgage Securities Association is $127,182 per year.
The average annual salary at Heritage Wealth Planning is $91,673, or an hourly wage of $44, in comparison to Commercial Mortgage Securities Association which pays $112,157 per year or $54 per hour.
Insurance Sales, Life insurance and Presentation are key to a Licensed Insurance Agent job at Heritage Wealth Planning. Possessing these skills could lead to a higher salary. You can learn and develop high income skills now if you’re looking for a position at Heritage Wealth Planning.
The lowest paying job at Heritage Wealth Planning is Client Services with an annual salary of $36,578 or an hourly rate of $44.