Heritage Wealth Planning Salary

Heritage Wealth Planning Salary

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As of May 2026, 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.
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Current Job Openings at Heritage Wealth Planning

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

Is Heritage Wealth Planning’s Pay Competitive? Salary Benchmarking Analysis

How does Heritage Wealth Planning'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
Fsi Republic Fund I LP $100,565
+9.7%
Reflects a supply-demand imbalance for the specific talent Fsi Republic Fund I LP targets.
Padden Holdings Ltd $91,873
+0.2%
Confirms Padden Holdings Ltd is a direct competitor vying for the exact same talent pool.
Commercial Mortgage Securities Association $112,157
+22.3%
Data suggests Commercial Mortgage Securities Association's workforce skews heavily towards veteran, high-tenure roles.
Lincoln Financial Group $87,010
-5.1%
Lincoln Financial Group focuses strategically on recruiting and training entry-level apprentices.
Financial Services Industry $121,514
+32.6%
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 Heritage Wealth Planning's Salaries Compare to Similar Companies?

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

Employee Reviews: Working at Heritage Wealth Planning

Considering a career at Heritage Wealth Planning? 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.
Company-wide events and team-building activities keep morale high. Overtime is rarely required, and when it is, compensation is fair. The emphasis on a client-centric approach is deeply ingrained in our operations. With employees, everyone is aligned in delivering exceptional service.
Commented in April 17, 2025
33
0
Collaborative atmosphere and open dialogue. Clear career progression opportunities and transparent management. They focus on results and people equally. Office environment promotes productivity and comfort.
Commented in March 29, 2025
23
0
The work environment is positive, collaborative, and encourages innovation. The daily challenges of navigating dynamic markets, analyzing complex financial data, and developing innovative solutions keep me constantly engaged. Despite having team members, IT support is responsive and systems are user-friendly. It’s inspiring to be part of a team that drives financial excellence while making a posi...
Commented in August 02, 2024
34
2
The benefits package, including retirement plans and wellness perks, is top-tier. It’s a dependable environment, though not particularly dynamic or socially engaging beyond core responsibilities. Hackathons spark creative solutions. Benefits cover basic needs but aren’t particularly generous compared to industry leaders. Schedules are predictable and fixed. Important updates come through multiple ...
Commented in June 23, 2024
23
1
Leadership is professional but sometimes delay to act. A solid company with strong systems in place. The benefits package is comprehensive and competitive, supporting health and retirement goals. Stable job, but work can be repetitive and highly structured. Employees enjoy job security along with opportunities to work on exciting new initiatives.
Commented in March 26, 2024
42
0

Heritage Wealth Planning Overview

Website
www.heritagewealthplanning.com
Founded In
2009
Employees
25 - 50 employees
Industry
Financial Services
Headquarter Address
13010 Morris Rd Alpharetta Georgia GA 30004
Revenue
$5 Million - $10 Million
Phone Number
+1 7705761620
Social Media
About Heritage Wealth Planning
Heritage Wealth Planning is a company that operates in the Financial Services industry. It employs 21-50 people and has $5M-$10M of revenue. The company is headquartered in Alpharetta, Georgia.

What Benefits Does Heritage Wealth Planning Offer Beyond Salary?

A competitive compensation package is more than just a salary. Heritage Wealth Planning 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)
Work at Heritage Wealth Planning?
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What Is the Cost of Living Near Atlanta?

Understanding the cost of living near Atlanta is key to truly evaluating a salary offer or your current compensation at Heritage Wealth Planning.
Atlanta's Cost of Living Index is approximately 105.0 (5.0% more expensive than US average; 12.9% more than GA average). Major SE hub, housing costs above US avg, especially in desirable neighborhoods. MARTA rail/bus. When planning your budget based on a salary from Heritage Wealth Planning, 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 Heritage Wealth Planning salary. Location choices impact this heavily.
Utilities (Basic) $150 - $250 Electricity, Heating, Cooling, Water etc.
Public Transportation $95 (MARTA monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $420 - $620 Can be higher with more dining out or specialty stores.
Personal & Leisure $400 - $750+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $380 - $700+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,945 - $4,625+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Heritage Wealth Planning

1. What is the estimated average total compensation at Heritage Wealth Planning?

Salary.com estimates that the average total compensation package at Heritage Wealth Planning, which can include base salary, potential bonuses, and benefits, is around $91,673 annually . Total compensation provides a more holistic view of an employee's earnings.

2. How much does Heritage Wealth Planning pay compared to Fsi Republic Fund I LP?

The average annual salary at Heritage Wealth Planning is $91,673, or an hourly wage of $44, in comparison to Fsi Republic Fund I LP which pays $100,565 per year or $48 per hour.

3. Do salaries differ significantly between departments at Heritage Wealth Planning?

Yes, salaries often differ between departments at Heritage Wealth Planning 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. What's the typical salary progression for an employee moving from an entry-level to a senior role at Heritage Wealth Planning?

Salary progression from an entry-level to a senior role at Heritage Wealth Planning can be significant, often involving several promotions and substantial pay increases. For example, an entry-level Analyst might see their salary potentially double or more as they progress to a Senior Manager or Director position over several years, assuming strong performance and development.

5. How can I determine if a salary offer from Heritage Wealth Planning in Atlanta is fair given the local cost of living?

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

6. Are promotions at Heritage Wealth Planning usually accompanied by a significant salary increase?

Yes, promotions at Heritage Wealth Planning are generally accompanied by a salary increase. The amount of the increase typically reflects the greater responsibilities, skills, and scope of the new role. The percentage increase can vary widely depending on the level of promotion and the company's compensation structure.

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