Heritage Wealth Planning Salary

How Much Does Heritage Wealth Planning Pay?BETA

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.

DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.

How Much Does Heritage Wealth Planning Pay for Different Roles?BETA

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
DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.
How accurate dose the salary look to you?

Heritage Wealth Planning Overview

Website:
heritagewealthplanning.com
Size:
25 - 50 Employees
Industry:
Financial Services
Revenue:
$5M - $10M
About:
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.

Most Common Benefits for Heritage Wealth Planning

Aside from the base salary, Heritage Wealth Planning offers its employees a list of benefits. Employee benefits are an important factor in considering a position posted by the company.
Social Security
401(K)
Disability
Healthcare
Pension
Time Off (days)
Work at Heritage Wealth Planning ?
Share your experience
How Much Should You Be Earning?

Get an estimated calculation of how much you should be earning and insight into your career options.

illustration

Job Openings at Heritage Wealth Planning

Planning your next career step? Take a look at the top jobs Heritage Wealth Planning is hiring for right now.

Similar Company Salary

Companies in the same industry have the same employee size, company type, similar revenue are similar companies. The table below shows the salary range and average salary of Heritage Wealth Planning ’s peer companies.
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
See more companies

FAQs About Heritage Wealth Planning Company

1. How much does Heritage Wealth Planning in the United States pay?

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.

2. Do Heritage Wealth Planning employees get a higher salary than other similar companies?

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.

3. How much does Heritage Wealth Planning pay compared to Commercial Mortgage Securities Association?

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.

4. Which job skills can boost a Licensed Insurance Agent salary at Heritage Wealth Planning?

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.

5. What is the lowest salary 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.