MoneyWise Planning Group LLC Salary

MoneyWise Planning Group LLC Salary

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As of August 2026, the average annual salary for employees at MoneyWise Planning Group LLC in the United States is $87,538. This translates to an approximate hourly wage of $42. Salaries at MoneyWise Planning Group LLC typically range from $76,790 to $99,197 annually, reflecting the diverse roles and experience levels within the company.

How Much Does MoneyWise Planning Group LLC Pay for Different Roles?

Explore detailed salary information for specific jobs at MoneyWise Planning Group LLC. Based on our data, the highest paying job is the Investment Advisor & Representative, with an annual salary of $79,757. 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 MoneyWise Planning Group LLC

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

Is MoneyWise Planning Group LLC’s Pay Competitive? Salary Benchmarking Analysis

How does MoneyWise Planning Group LLC'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
Associates A Financial Advisory Practice Of Ameriprise Financial Services Inc $82,369
-5.9%
Associates A Financial Advisory Practice Of Ameriprise Financial Services Inc focuses strategically on recruiting and training entry-level apprentices.
Zynergy Retirement Planning LLC $101,387
+15.8%
Reflects a supply-demand imbalance for the specific talent Zynergy Retirement Planning LLC targets.
America's First Financial Corp $86,504
-1.2%
Suggests America's First Financial Corp utilizes a highly similar base-plus-benefits compensation model.
Shelby Finance $81,378
-7.0%
Normalized for lower cost-of-living zones where Shelby Finance primarily operates.
Financial Services Industry $121,514
+38.8%
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 MoneyWise Planning Group LLC's Salaries Compare to Similar Companies?

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

Employee Reviews: Working at MoneyWise Planning Group LLC

Considering a career at MoneyWise Planning Group LLC? 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.
Benefits are competitive, but work can feel monotonous. Leadership encourages creative problem-solving, and employees are empowered to contribute ideas. The work environment is dynamic, with cutting-edge tools and technologies that streamline processes. Employees are expected to follow procedures closely, and there isn’t much deviation from set protocols.
Commented in April 26, 2025
33
3
They ensure we're equipped with the latest knowledge and skills in the financial services industry. Seeing clients achieve their goals through our work is incredibly rewarding. Processes are well defined but can hinder flexibility and innovation. Processes are deeply rooted, so adaptability is limited. The process feels designed to help employees succeed. The company culture is inclusive and suppo...
Commented in July 01, 2024
12
2
Pay bands are clearly communicated. Great leadership team. Being part of a team with operations spanning continents means collaborating with diverse cultures and understanding global market dynamics.
Commented in March 14, 2024
12
0

MoneyWise Planning Group LLC Overview

Website
www.moneywiseplanning.com
Founded In
2003
Employees
<25 employees
Industry
Financial Services
Headquarter Address
5307 S 92nd St Hales Corners Wisconsin WI 53130
Revenue
<$5 Million
Phone Number
+1 4143290030
Social Media
About MoneyWise Planning Group LLC
MoneyWise Planning Group, LLC is a comprehensive financial planning firm based in Hales Corners, WI. Advisors Joe Roubik and Jodie Lane offer financial planning for all of life's stages such as marriage, buying your first home, children, college, retirement and estate planning. We also offer tax preparation and counseling for individuals and businesses.

What Benefits Does MoneyWise Planning Group LLC Offer Beyond Salary?

A competitive compensation package is more than just a salary. MoneyWise Planning Group LLC 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 Milwaukee?

Understanding the cost of living near Milwaukee is key to truly evaluating a salary offer or your current compensation at MoneyWise Planning Group LLC.
Milwaukee's Cost of Living Index is approximately 85.9 (14.1% less expensive than US average; 9.4% less than WI average). Largest WI city, Lake Michigan, affordable housing. MCTS bus, The Hop streetcar (free). When planning your budget based on a salary from MoneyWise Planning Group LLC, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $950 - $1,400+ A significant portion of MoneyWise Planning Group LLC salary. Location choices impact this heavily.
Utilities (Basic) $130 - $220 Electricity, Heating, Cooling, Water etc.
Public Transportation $72 (MCTS monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $390 - $570 Can be higher with more dining out or specialty stores.
Personal & Leisure $380 - $700+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $370 - $690+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,292 - $3,582+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of MoneyWise Planning Group LLC

1. What is the average salary for employees at MoneyWise Planning Group LLC?

The average annual total compensation for employees at MoneyWise Planning Group LLC is approximately $87,538. However, this is an aggregate figure, actual salaries can range significantly, typically from $76,790 to $99,197, depending on factors like job role, experience, and location.

2. How much does MoneyWise Planning Group LLC pay compared to Associates A Financial Advisory Practice Of Ameriprise Financial Services Inc?

The average annual salary at MoneyWise Planning Group LLC is $87,538, or an hourly wage of $42, in comparison to Associates A Financial Advisory Practice Of Ameriprise Financial Services Inc which pays $82,369 per year or $40 per hour.

3. How does having a professional certification impact salary for relevant roles at MoneyWise Planning Group LLC?

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 MoneyWise Planning Group LLC for applicable roles. Certifications demonstrate a verified level of expertise and commitment to a profession, making candidates more competitive.

4. Does MoneyWise Planning Group LLC offer cost-of-living adjustments (COLA) for employees in high-cost areas like Milwaukee?

While some companies offer formal COLA, many, including potentially MoneyWise Planning Group LLC, 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.

5. What's the typical process for salary reviews and raises at MoneyWise Planning Group LLC?

Most companies, likely including MoneyWise Planning Group LLC, 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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