Plan First Wealth Salary

As of July 2026, the average annual salary for employees at Plan First Wealth in the United States is $105,374. This translates to an approximate hourly wage of $51. Salaries at Plan First Wealth typically range from $92,717 to $119,147 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Plan First Wealth Pay for Different Roles?

Explore detailed salary information for specific jobs at Plan First Wealth. Based on our data, the highest paying job is the President & Chief Revenue Officer, with an annual salary of $309,675. 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 Plan First Wealth

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

Is Plan First Wealth’s Pay Competitive? Salary Benchmarking Analysis

How does Plan First Wealth'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
Group Insurance Association $100,132
-5.0%
Group Insurance Association focuses strategically on recruiting and training entry-level apprentices.
Guardian Managed Care Solutions $101,830
-3.4%
Guardian Managed Care Solutions operates with a leaner overhead structure, impacting base wage offers.
Pension Strategies Corp $90,533
-14.1%
Reflects market rates for standard general contracting, differing from specialized roles.
Monroe County Employees Retirement System $88,107
-16.4%
Monroe County Employees Retirement System likely leverages performance bonuses over the high base salary shown here.
Insurance Industry $123,858
+17.5%
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.

Employee Reviews: Working at Plan First Wealth

Considering a career at Plan First Wealth? 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.
The leadership team is accessible, and there’s a strong focus on professional growth. Work-life balance is respected, making it a great place for long-term employment. If you’re looking for growth in insurance, this is a great place to be. Employee wellness programs, including mental health resources, are a great benefit. Team collaboration is strong, making problem-solving efficient.
Benefits are standard but sufficient. The work environment is structured, and processes are well-defined, which helps in maintaining efficiency. Colleagues are professional, and management is accessible. The insurance industry is fast-paced, but the company provides strong support. The workload is reasonable, and colleagues are cooperative. The company follows industry best practices, ensuring smo...
It’s a stable job for those seeking consistency in the insurance field. The company also offers remote work options, which improves productivity. The compensation package is competitive, and there are ample opportunities for professional development.

Plan First Wealth Overview

Website
www.planfirstwealth.com
Founded In
2021
Employees
<25 employees
Industry
Insurance
Headquarter Address
500 W Putnam Ave Greenwich Connecticut CT 06830
Revenue
<$5 Million
Phone Number
+1 6462014865
Social Media
About Plan First Wealth
Plan First Wealth provides British expats with peace of mind and confidence, by simplifying the complex world of cross-border retirement planning & US/UK wealth management. Plan First Wealth LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Plan First Wealth LLC and its representati

What Benefits Does Plan First Wealth Offer Beyond Salary?

A competitive compensation package is more than just a salary. Plan First Wealth 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 Greenwich?

Understanding the cost of living near Greenwich is key to truly evaluating a salary offer or your current compensation at Plan First Wealth.
Greenwich's Cost of Living Index is approximately 218.7 (118.7% more expensive than US average; 103.0% more than CT average). Extremely affluent Fairfield Co. town, astronomical housing costs, one of US's wealthiest. Metro-North. When planning your budget based on a salary from Plan First Wealth, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $3,500 - $6,000+ A significant portion of Plan First Wealth salary. Location choices impact this heavily.
Utilities (Basic) $250 - $400 Electricity, Heating, Cooling, Water etc.
Public Transportation Metro-North (fare varies greatly) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $550 - $850 Can be higher with more dining out or specialty stores.
Personal & Leisure $700 - $1,500+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $500 - $950+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $5,550 - $9,750+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Plan First Wealth

1. How much does a Plan First Wealth employee make?

Plan First Wealth pays its employees an average of $105,374 per year. The average salary at Plan First Wealth range from $92,717 to $119,147 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. Which similar company tend to pay more or less than Plan First Wealth?

The salary at Plan First Wealth is higher than the similar company. The average annual salary at Plan First Wealth is $105,374, or an hourly wage of $51, in comparison to Group Insurance Association which pays $100,132 per year or $48 per hour.

3. How much does a President & Chief Revenue Officer typically earn at Plan First Wealth?

A President & Chief Revenue Officer at Plan First Wealth typically earns an average annual base salary of around $309,675, with a general range of $245,173 to $383,984.

4. Do employees with advanced degrees (Master's, PhD) earn more at Plan First Wealth?

In many roles at Plan First Wealth, particularly those requiring specialized knowledge or research capabilities (e.g., certain engineering, scientific, or financial roles), an advanced degree like a Master's or PhD can lead to a higher starting salary and faster career progression, thus higher earnings. However, for some roles, direct experience and skills might be valued as much or more than an advanced degree. The impact varies by field and specific job requirements.

5. How does the cost of living near Greenwich affect the perceived value of a Plan First Wealth salary?

Greenwich's Cost of Living Index is approximately 218.7 (118.7% more expensive than US average; 103.0% more than CT average). This significantly impacts the purchasing power of a salary from Plan First Wealth based there. Our "Cost of Living Insights for Greenwich" module details this impact, helping you assess the 'real feel' value of your compensation.

6. What kind of benefits does Plan First Wealth typically offer employees?

Plan First Wealth generally offers a range of employee benefits designed to support their workforce's health, financial well-being, and work-life balance. Comprehensive health insurance (medical, dental, vision), a 401(k) retirement savings plan (often with a company match), paid time off (PTO), and potentially disability and life insurance are included. For a more detailed list of benefits, please see our "Employee Benefits at Plan First Wealth" section on this page.