Lewellyn Financial Management Salary

Lewellyn Financial Management Salary

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As of August 2026, the average annual salary for employees at Lewellyn Financial Management in the United States is $85,249. This translates to an approximate hourly wage of $41. Salaries at Lewellyn Financial Management typically range from $74,774 to $96,600 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Lewellyn Financial Management Pay for Different Roles?

Explore detailed salary information for specific jobs at Lewellyn Financial Management. Based on our data, the highest paying job is the President, with an annual salary of $659,902. The table below outlines the annual salary ranges for most popular roles within the company.
How accurate does the salary look to you?

Current Job Openings at Lewellyn Financial Management

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

Is Lewellyn Financial Management’s Pay Competitive? Salary Benchmarking Analysis

How does Lewellyn Financial 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
Stonebridge Wealth Strategies $86,430
+1.4%
Confirms Stonebridge Wealth Strategies is a direct competitor vying for the exact same talent pool.
Confidential Financial Group $100,554
+18.0%
Reflects a supply-demand imbalance for the specific talent Confidential Financial Group targets.
Boston Compliance Associates $98,793
+15.9%
Driven by niche technical certifications required for Boston Compliance Associates's specialized projects.
Your Wealth Partners $87,496
+2.6%
Indicates identical technical requirements and experience levels between the two firms.
Financial Services Industry $121,514
+42.5%
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 Lewellyn Financial Management's Salaries Compare to Similar Companies?

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

Employee Reviews: Working at Lewellyn Financial Management

Considering a career at Lewellyn Financial 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.
Training programs are detailed and continuous. Management encourages feedback and rewards performance fairly. The onboarding process was smooth, and mentorship programs helped me adapt quickly. Training is frequent, feedback is constructive, and growth opportunities are plentiful.
Commented in May 22, 2025
38
0
Thoughtful placement reduces daily stress. Working at this financial services company means being part of a motivated and skilled team. Leaders are approachable, team members are collaborative, and the organization values high standards and continuous improvement. I appreciate the focus on continuous learning through training programs and certifications. Employees are informed and it is somehow fr...
Commented in April 29, 2025
25
2
Benefits cover basic needs but aren’t particularly generous compared to industry leaders. Hackathons spark creative solutions. Leadership is accessible and promotes a positive, transparent work environment. With employees, there’s a rich mix of backgrounds, perspectives, and ideas. Coworkers are diverse and bring rich perspectives to the work.
Commented in January 13, 2025
14
0

Lewellyn Financial Management Overview

Website
www.lewellynfinancialmanagement.com
Founded In
1989
Employees
<25 employees
Industry
Financial Services
Headquarter Address
714 Cardley Ave Medford Oregon OR 97504
Revenue
<$5 Million
Phone Number
+1 5417721380
Social Media
About Lewellyn Financial Management
Do you have a written financial plan from a fiduciary advisor? For the last 25 years we have helped our clients invest their assets in a goal oriented manor, doing our best to achieve everything that is important to them. This allows them to spend more time living their life, growing their business, or enjoying retirement. We use a consultative process to identify where our clients are now, where

What Benefits Does Lewellyn Financial Management Offer Beyond Salary?

A competitive compensation package is more than just a salary. Lewellyn Financial 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)
Work at Lewellyn Financial Management?
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What Is the Cost of Living Near Medford?

Understanding the cost of living near Medford is key to truly evaluating a salary offer or your current compensation at Lewellyn Financial Management.
Medford's Cost of Living Index is approximately 102.5 (2.5% more expensive than US average; 10.9% less than OR average). Southern OR city, more affordable housing than Portland/Bend. RVTD bus. When planning your budget based on a salary from Lewellyn Financial Management, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,100 - $1,600+ A significant portion of Lewellyn Financial Management salary. Location choices impact this heavily.
Utilities (Basic) $110 - $200 Electricity, Heating, Cooling, Water etc.
Public Transportation $40 (RVTD monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $410 - $600 Can be higher with more dining out or specialty stores.
Personal & Leisure $350 - $650+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $370 - $690+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,380 - $3,740+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Lewellyn Financial Management

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

The typical annual salary range for most roles at Lewellyn Financial Management is approximately from $74,774 to $96,600. 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 Lewellyn Financial Management pay compared to Stonebridge Wealth Strategies?

The average annual salary at Lewellyn Financial Management is $85,249, or an hourly wage of $41, in comparison to Stonebridge Wealth Strategies which pays $86,430 per year or $42 per hour.

3. Do salaries differ significantly between departments at Lewellyn Financial Management?

Yes, salaries often differ between departments at Lewellyn Financial Management 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 Lewellyn Financial Management?

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

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

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

6. What factors influence salary increases at Lewellyn Financial Management?

Salary increases at Lewellyn Financial 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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