Planwealth Financial Services Salary

As of September 2026, the average annual salary for employees at Planwealth Financial Services in the United States is $86,261. This translates to an approximate hourly wage of $41. Salaries at Planwealth Financial Services typically range from $75,672 to $97,759 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Planwealth Financial Services Pay for Different Roles?

Explore detailed salary information for specific jobs at Planwealth Financial Services. Based on our data, the highest paying job is the Office Manager, with an annual salary of $66,910. The table below outlines the annual salary ranges for most popular roles within the company.
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Is Planwealth Financial Services’s Pay Competitive? Salary Benchmarking Analysis

How does Planwealth Financial Services'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
Capital South Funding LLC $88,128
+2.2%
Indicates identical technical requirements and experience levels between the two firms.
Prime Care Credit Union $82,675
-4.2%
Prime Care Credit Union focuses strategically on recruiting and training entry-level apprentices.
May Financial Group Inc $84,732
-1.8%
Aligns perfectly with prevailing regional benchmarks for this specific job family.
Upstart Wealth Management LLC $110,944
+28.6%
Driven by niche technical certifications required for Upstart Wealth Management LLC's specialized projects.
Financial Services Industry $121,514
+40.9%
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 Planwealth Financial Services

Considering a career at Planwealth Financial Services? 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.
Salaries are above market rate, with substantial performance bonuses and profit sharing. Team members are helpful and hardworking. The finance industry can be stressful, but this company reduces that with smart workflows and empathetic leadership. Training programs are detailed and continuous. Employees across multiple regions—the firm fosters a close-knit culture.
Leadership actively promotes equity through inclusive hiring practices and employee resource groups. Work equipment is high-quality and reliable. The company follows procedures strictly, with little deviation from protocol. Career growth exists but tends to be structured. Saying no to unrealistic demands is supported. Great benefits and competitive compensation packages. Colleagues share knowl...
Management is generally supportive to respond to concerns. The company's commitment extends beyond the workplace through community partnerships. Thoughtful placement reduces daily stress. Management fosters an incredibly supportive environment where asking questions is encouraged and learning from experienced colleagues is a daily occurrence. I’ve gained deep insight into financial products and ma...

Planwealth Financial Services Overview

Website
www.planwealth.net
Founded In
1983
Employees
<25 employees
Industry
Financial Services
Headquarter Address
2104 Green Hill Dr Mc Kinney Texas TX 75070
Revenue
<$5 Million
Phone Number
+1 9038142344
Social Media
About Planwealth Financial Services
Planwealth Financial Services is a (5) STAR rated Zillow lender that offers conforming, jumbo, FHA, VA, hard money, bank statement, and USDA loans.In addition, we guarantee to every client to provide the lowest rate and terms that they can find in the industry.Feel free to forward your current mortgage rate quote to drew@planwealth.net for a competitive analysis. We will improve upon your current

What Benefits Does Planwealth Financial Services Offer Beyond Salary?

A competitive compensation package is more than just a salary. Planwealth Financial Services 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 Mckinney?

Understanding the cost of living near Mckinney is key to truly evaluating a salary offer or your current compensation at Planwealth Financial Services.
McKinney's Cost of Living Index is approximately 109.3 (9.3% more expensive than US average; 17.5% more than TX average). Affluent Dallas suburb (Collin Co.), high housing costs. Limited local transit. When planning your budget based on a salary from Planwealth Financial Services, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,500 - $2,300+ A significant portion of Planwealth Financial Services salary. Location choices impact this heavily.
Utilities (Basic) $140 - $240 Electricity, Heating, Cooling, Water etc.
Public Transportation Car-dependent Essential for most commuters; car ownership is costly.
Groceries (Single Person) $420 - $620 Can be higher with more dining out or specialty stores.
Personal & Leisure $430 - $780+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $390 - $720+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,920 - $4,660+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Planwealth Financial Services

1. What is the typical salary range (low to high) for most roles at Planwealth Financial Services?

The typical annual salary range for most roles at Planwealth Financial Services is approximately from $75,672 to $97,759. 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. How much does Planwealth Financial Services pay compared to Capital South Funding LLC?

The average annual salary at Planwealth Financial Services is $86,261, or an hourly wage of $41, in comparison to Capital South Funding LLC which pays $88,128 per year or $42 per hour.

3. How does experience level affect salary at Planwealth Financial Services?

Experience level is a significant factor in determining salary at Planwealth Financial Services, as it is with most employers. Generally, employees with more years of relevant experience and a proven track record can command higher salaries. For example, a senior-level role will typically have a higher pay band than an entry-level or mid-career position within the same job family.

4. How can I determine if a salary offer from Planwealth Financial Services in Mckinney is fair given the local cost of living?

To determine if a salary offer from Planwealth Financial Services in Mckinney is fair, first compare the gross salary to our data for similar roles at Planwealth Financial Services and its competitors (see our similar company salaries section) . Then, critically, use our "Cost of Living Insights for Mckinney" to understand its purchasing power.

5. Are the salaries listed for Planwealth Financial Services on Salary.com pre-tax or after-tax?

All salary figures displayed for Planwealth Financial Services, including average base salary and estimated total compensation, are pre-tax amounts. They do not account for federal, state, or local income taxes, nor deductions for benefits like health insurance or 401(k) contributions.