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Mathis Wealth Management Salary

Mathis Wealth Management Salary

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As of September 2026, the average annual salary for employees at Mathis Wealth Management in the United States is $88,044. This translates to an approximate hourly wage of $42. Salaries at Mathis Wealth Management typically range from $77,230 to $99,771 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Mathis Wealth Management Pay for Different Roles?

Explore detailed salary information for specific jobs at Mathis Wealth Management. Based on our data, the highest paying job is the Insurance Specialist, with an annual salary of $51,946. The table below outlines the annual salary ranges for most popular roles within the company.
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Is Mathis Wealth Management’s Pay Competitive? Salary Benchmarking Analysis

How does Mathis Wealth 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
Wasatch Wealth $84,173
-4.4%
Wasatch Wealth may offer non-monetary perks in lieu of competitive base salaries.
Perry Funding LLC $90,713
+3.0%
Reflects a supply-demand imbalance for the specific talent Perry Funding LLC targets.
One True Loan Inc $99,900
+13.5%
Supported by One True Loan Inc's high-margin contracts allowing higher overhead.
Simon Equity Partners LLC $110,965
+26.0%
Adjusted for higher cost-of-living indices in Simon Equity Partners LLC's primary metro hubs.
Financial Services Industry $121,514
+38.0%
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 Mathis Wealth Management's Salaries Compare to Similar Companies?

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

Employee Reviews: Working at Mathis Wealth Management

Considering a career at Mathis Wealth 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.
There’s a genuine effort to match people’s roles with their long-term strengths and interests. My team delivers with consistency, and leadership is always willing to coach. The focus on sustainable productivity prevents burnout. Work is organized and predictable, with standard benefits and fair compensation. Sick time can be used for mental health. Job expectations are transparent, and tools are a...
Commented in February 22, 2025
10
1
The company's focus on long-term success allows for thoughtful, strategic decision-making. Colleagues are supportive, and management genuinely values team feedback, resulting in strong engagement, innovation, and satisfaction across departments. Compensation adjustments reflect demonstrated contributions. Only necessary participants are included.
Commented in February 09, 2025
41
0
High employee morale and strong engagement. Leadership is approachable and open to innovation. Performance feedback is constructive and frequent. Processes are deeply rooted, so adaptability is limited. Performance expectations are reasonable, but praise is minimal.
Commented in March 27, 2024
28
1

Mathis Wealth Management Overview

Website
www.mathiswealth.com
Founded In
2015
Employees
<25 employees
Industry
Financial Services
Headquarter Address
7210 N 16th St Phoenix Arizona AZ 85020
Revenue
<$5 Million
Phone Number
+1 6023930501
Social Media
About Mathis Wealth Management
Based in Phoenix, Arizona, Mathis Wealth Management works with families and couples, active retirees, and public safety professionals who value advanced planning knowledge and commitment to customized service and attention. Through pro-active values-based financial planning, Mathis Wealth Management partners with clients to exceed their expectations. Securities offered through United Planners' Fin

What Benefits Does Mathis Wealth Management Offer Beyond Salary?

A competitive compensation package is more than just a salary. Mathis Wealth 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)
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What Is the Cost of Living Near Phoenix?

Understanding the cost of living near Phoenix is key to truly evaluating a salary offer or your current compensation at Mathis Wealth Management.
Phoenix's Cost of Living Index is approximately 103.7 (3.7% more expensive than US average; 0.5% more than AZ average). Housing costs are the primary driver for being above US average, along with transportation. When planning your budget based on a salary from Mathis Wealth Management, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,300 - $1,900+ A significant portion of Mathis Wealth Management salary. Location choices impact this heavily.
Utilities (Basic) $170 - $280 Electricity, Heating, Cooling, Water etc.
Public Transportation $64 (Valley Metro Monthly Pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $400 - $600 Can be higher with more dining out or specialty stores.
Personal & Leisure $350 - $700+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $380 - $700+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,664 - $4,244+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Mathis Wealth Management

1. What is the average salary for employees at Mathis Wealth Management?

The average annual total compensation for employees at Mathis Wealth Management is approximately $88,044. However, this is an aggregate figure, actual salaries can range significantly, typically from $77,230 to $99,771, depending on factors like job role, experience, and location.

2. How much does Mathis Wealth Management pay compared to Wasatch Wealth?

The average annual salary at Mathis Wealth Management is $88,044, or an hourly wage of $42, in comparison to Wasatch Wealth which pays $84,173 per year or $40 per hour.

3. What is the lowest salary at Mathis Wealth Management?

The lowest-paying job at Mathis Wealth Management is a Customer Service Representative with a salary of $31,019 per year. The lowest- paying job depends heavily on the specific role, location, whether it's an hourly or salaried position, and if it's full-time, part-time, or an internship. Generally, entry-level positions might represent the lower end of the pay scale.

4. How does having a professional certification impact salary for relevant roles at Mathis Wealth Management?

Professional certifications like PMP (for Project Managers), CPA (for Accountants), or another relevant certification for the industry can often lead to higher salaries and better job prospects at Mathis Wealth Management for applicable roles. Certifications demonstrate a verified level of expertise and commitment to a profession, making candidates more competitive.

5. Does Mathis Wealth Management offer cost-of-living adjustments (COLA) for employees in high-cost areas like Phoenix?

While some companies offer formal COLA, many, including potentially Mathis Wealth Management, incorporate cost of living considerations into their overall salary structure for different locations rather than as a separate, itemized adjustment. This means their base pay bands for roles in high-cost cities like New York City are generally set higher to account for these local market factors.

6. What's the typical process for salary reviews and raises at Mathis Wealth Management?

Most companies, likely including Mathis Wealth Management, conduct formal salary reviews annually, often tied to performance evaluations. During these reviews, factors like individual performance, meeting goals, company performance, and market adjustments are typically considered for potential salary increases.

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