Montgomery Taylor Wealth Management Salary

As of August 2026, the average annual salary for employees at Montgomery Taylor Wealth Management in the United States is $97,253. This translates to an approximate hourly wage of $47. Salaries at Montgomery Taylor Wealth Management typically range from $85,312 to $110,208 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Montgomery Taylor Wealth Management Pay for Different Roles?

Explore detailed salary information for specific jobs at Montgomery Taylor Wealth Management. Based on our data, the highest paying job is the Attorney, with an annual salary of $124,280. The table below outlines the annual salary ranges for most popular roles within the company.
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Current Job Openings at Montgomery Taylor Wealth Management

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

Is Montgomery Taylor Wealth Management’s Pay Competitive? Salary Benchmarking Analysis

How does Montgomery Taylor 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
Northwest Municipal Fed Cu $92,791
-4.6%
Reflects market rates for standard general contracting, differing from specialized roles.
The Hebets Co $88,192
-9.3%
The Hebets Co likely leverages performance bonuses over the high base salary shown here.
1st Valley Credit Union $93,371
-4.0%
Normalized for lower cost-of-living zones where 1st Valley Credit Union primarily operates.
Bedrock Lending LLC $87,464
-10.1%
Bedrock Lending LLC may offer non-monetary perks in lieu of competitive base salaries.
Financial Services Industry $121,514
+24.9%
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.

Employee Reviews: Working at Montgomery Taylor Wealth Management

Considering a career at Montgomery Taylor 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.
It’s not the most exciting workplace, but dependable and routine for those who want professional stability and limited surprises. Failure is viewed as learning opportunities. Employee recognition here feels authentic. Frontline ideas receive serious consideration.
It’s a solid place for those valuing routine over fast-paced or innovative work environments. The teamwork at this financial institution is truly remarkable. Communication is formal and sometimes delayed, impacting collaboration. I’ve had a great experience learning new systems and taking on responsibility. Cultural awareness training is meaningful, not just checkbox compliance. The company cultur...
The company ensures steady employment with standard benefits, though the work can be repetitive. The work-life balance is actively supported by management, who understand the importance of personal time for overall well-being and productivity. The work-life balance is respected, and the company encourages innovation.

Montgomery Taylor Wealth Management Overview

Website
www.montgomerytaylorwealth.com
Founded In
2002
Employees
<25 employees
Industry
Financial Services
Headquarter Address
2880 Cleveland Ave Santa Rosa California CA 95403
Revenue
<$5 Million
Phone Number
+1 7075768700
Social Media
About Montgomery Taylor Wealth Management
Montgomery Taylor Wealth is focused on the delivery of wealth management and tax services to individuals and small businesses. The firm was founded many years ago by Montgomery Taylor, CPA, CFP, to provide a more cohesive approach to tax preparation, financial planning and investment management services and employs a team of accounting and investment professionals. The team provides fee-only servi

What Benefits Does Montgomery Taylor Wealth Management Offer Beyond Salary?

A competitive compensation package is more than just a salary. Montgomery Taylor 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 Santa Rosa?

Understanding the cost of living near Santa Rosa is key to truly evaluating a salary offer or your current compensation at Montgomery Taylor Wealth Management.
Santa Rosa's Cost of Living Index is approximately 149.3 (49.3% more expensive than US average; 6.8% more than CA average). Largest city in Sonoma Wine Country, high housing costs driven by desirability and proximity to Bay Area. When planning your budget based on a salary from Montgomery Taylor Wealth Management, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $2,000 - $2,900+ A significant portion of Montgomery Taylor Wealth Management salary. Location choices impact this heavily.
Utilities (Basic) $200 - $320 (PG&E can be high) Electricity, Heating, Cooling, Water etc.
Public Transportation $60 (CityBus monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $460 - $680 Can be higher with more dining out or specialty stores.
Personal & Leisure $450 - $800+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $400 - $750+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $3,570 - $5,450+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Montgomery Taylor Wealth Management

1. How much does Montgomery Taylor Wealth Management in the United States pay?

Montgomery Taylor Wealth Management pays its employees an average of $97,253 per year. The average salary at Montgomery Taylor Wealth Management range from $85,312 to $110,208 per year. 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. Do Montgomery Taylor Wealth Management employees get a higher salary than its peer company?

The salary at Montgomery Taylor Wealth Management is higher than its peer company. The average annual salary at Montgomery Taylor Wealth Management is $97,253, or an hourly wage of $47, in comparison to Northwest Municipal Fed Cu which pays $92,791 per year or $45 per hour.

3. What are the highest paying jobs at Montgomery Taylor Wealth Management?

The higher-paying job at Montgomery Taylor Wealth Management, according to our data, include Attorney (avg. $124,280 per year), Manager, Accounting (avg. $110,030 per year), and Supervisor, Accounting (avg. $87,384 per year). Pay for these roles reflects significant responsibility, specialized skills and experience.

4. How much does salary increase with years of experience at Montgomery Taylor Wealth Management?

Salary progression with years of experience at Montgomery Taylor Wealth Management is typical. Generally, as employees gain more relevant experience, develop more skills, and take on greater responsibilities, their earning potential increases. For example, a role with 5-7 years of experience will usually pay more than the same role requiring 0-2 years.

5. Do salaries at Montgomery Taylor Wealth Management vary by office location?

Yes, it's very likely that salaries at Montgomery Taylor Wealth Management vary by office location. Companies often adjust pay based on local market rates, cost of living, and talent competition in different geographic areas. For instance, a role in a high-cost city like New York City may offer a higher nominal salary than the same role in a lower-cost city like Omaha, NE. Our Cost of Living Insights for Santa Rosa section provides more context.

6. Does Montgomery Taylor Wealth Management offer good benefits?

Montgomery Taylor Wealth Management typically offers a comprehensive benefits package that adds significant value to an employee's total compensation. Common benefits include health, dental, and vision insurance, a 401(k) plan often with a company match, paid time off. For example, a strong 401(k) match or excellent, low-cost health insurance can be worth thousands of dollars annually, effectively increasing your overall earnings beyond your base salary. For a more detailed list of benefits, please see our "Employee Benefits at Montgomery Taylor Wealth Management" section on this page.