Perspective Wealth Planning Salary

How Much Does Perspective Wealth Planning Pay?BETA

As of March 2025, the average annual salary for employees at Perspective Wealth Planning in the United States is $81,947. This translates to an approximate hourly wage of $39. Salaries at Perspective Wealth Planning typically range from $71,888 to $92,869 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 Perspective Wealth Planning, A Portfolio Manager is among the highest earners, with an average salary of approximately $88,453 per year. Conversely, the lowest-paid position is Office Manager, earning around $63,564 annually. Explore this page further for more salary and benefits information at Perspective 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 Perspective Wealth Planning Pay for Different Roles?BETA

At Perspective 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, Portfolio Manager positions at Perspective Wealth Planning offer the highest average annual salary of $88,453, while Office Manager roles have an average annual salary of $63,564.

JOB TITLE SALARY RANGE AVERAGE SALARY COMPANY NAME
Portfolio Manager $76,388 - $104,001 $88,453 Perspective Wealth Planning
Office Manager $55,874 - $71,593 $63,564 Perspective 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.
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Perspective Wealth Planning Overview

Website:
perspectivewealthplanning.com
Size:
<25 Employees
Industry:
Financial Services
Revenue:
<$5M
About:
Here at Perspective Wealth Planning, we are a Comprehensive Financial Services Office. We offer in-house asset management to take care of your investing needs. We also focus on financial planning for everyone; whether you are just starting to plan for your future, approaching retirement, in retireme...

Most Common Benefits for Perspective Wealth Planning

Aside from the base salary, Perspective 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)
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Job Openings at Perspective Wealth Planning

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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 Perspective Wealth Planning ’s peer companies.
Miller McCurry LLC Pittsburgh, PA $77,340 - $99,917 Company Salary Range $88,171 Average Company Salary
Aviation Retirement Strategies LLC Houston, TX $79,429 - $102,612 Company Salary Range $90,555 Average Company Salary
Insurance Investments & More Inc Lantana, FL $75,361 - $97,356 Company Salary Range $85,913 Average Company Salary
BlueMark Advisors Rochester, NY $76,946 - $99,405 Company Salary Range $87,717 Average Company Salary
MacroView Investment Management LLC Bethesda, MD $85,542 - $110,501 Company Salary Range $97,516 Average Company Salary
Global Trend Events LLC Sudbury, MA $86,733 - $112,050 Company Salary Range $98,887 Average Company Salary
Ferdinandsen Financial Group Lake Charles, LA $69,505 - $89,796 Company Salary Range $79,237 Average Company Salary
Compass Financial Solutions Inc Havertown, PA $82,435 - $106,502 Company Salary Range $93,983 Average Company Salary
Florida Real Estate Loans Inc Palatka, FL $71,274 - $92,076 Company Salary Range $81,251 Average Company Salary
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FAQs About Perspective Wealth Planning Company

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

Perspective Wealth Planning pays its employees an average of $81,947 per year. The average salary at Perspective Wealth Planning range from $71,888 to $92,869 per year. Portfolio Manager jobs at Perspective Wealth Planning earn the most with an average annual salary of $88,453, while Office Manager jobs earn the least with an average annual salary of $63,564.

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

The salary at Perspective Wealth Planning is lesser than Global Trend Events LLC. The highest salary package reported for an employee at Perspective Wealth Planning is $92,869 per year, meanwhile the highest salary package reported for an employee at Global Trend Events LLC is $112,050 per year.

3. How much does Perspective Wealth Planning pay compared to Global Trend Events LLC?

The average annual salary at Perspective Wealth Planning is $81,947, or an hourly wage of $39, in comparison to Global Trend Events LLC which pays $98,887 per year or $48 per hour.

4. Which job skills can boost an Office Manager salary at Perspective Wealth Planning?

Customer Service, Scheduling and Planning are key to an Office Manager job at Perspective 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 Perspective Wealth Planning.

5. What is the lowest salary at Perspective Wealth Planning?

The lowest paying job at Perspective Wealth Planning is Office Manager with an annual salary of $63,564 or an hourly rate of $39.