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Total Wealth Planning Salary

Total Wealth Planning Salary

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As of September 2026, the average annual salary for employees at Total Wealth Planning in the United States is $86,209. This translates to an approximate hourly wage of $41. Salaries at Total Wealth Planning typically range from $75,617 to $97,698 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Total Wealth Planning Pay for Different Roles?

Explore detailed salary information for specific jobs at Total Wealth Planning. Based on our data, the highest paying job is the Manager, with an annual salary of $88,461. The table below outlines the annual salary ranges for most popular roles within the company.
How accurate does the salary look to you?

Is Total Wealth Planning’s Pay Competitive? Salary Benchmarking Analysis

How does Total Wealth Planning'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
Preferred Financial Partners $89,225
+3.5%
Adjusted for higher cost-of-living indices in Preferred Financial Partners's primary metro hubs.
Estari Group $82,802
-4.0%
Estari Group operates with a leaner overhead structure, impacting base wage offers.
ALTIO Capital $106,440
+23.5%
Driven by niche technical certifications required for ALTIO Capital's specialized projects.
I Got It Holdings Corp $101,746
+18.0%
Data suggests I Got It Holdings Corp's workforce skews heavily towards veteran, high-tenure roles.
Financial Services Industry $121,514
+41.0%
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 Total Wealth Planning's Salaries Compare to Similar Companies?

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

Employee Reviews: Working at Total Wealth Planning

Considering a career at Total Wealth Planning? 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.
Ideal for those who enjoy consistency and prefer working within defined boundaries. Communication is formal and usually through official channels. It’s an energizing place to work and thrive. The inclusive and diverse workplace culture creates a sense of belonging. Promotions depend heavily on tenure rather than merit.
Commented in March 31, 2025
11
0
Community involvement is a point of pride. Volunteer PTO allows meaningful community engagement. Compensation is generous, with performance-based incentives that recognize hard work.
Commented in November 30, 2024
23
3
The company is financially sound with well-defined roles. An ideal place for professionals focused on financial services excellence. Management is transparent, goals are realistic, and feedback is welcomed. Team-oriented environment with supportive management. The company promotes a healthy work-life balance with flexible hours and remote work options. Management trusts us with significant respons...
Commented in July 19, 2024
39
1

Total Wealth Planning Overview

Website
www.twpteam.com
Founded In
1989
Employees
<25 employees
Industry
Financial Services
Headquarter Address
4665 Cornell Rd Cincinnati Ohio OH 45241
Revenue
<$5 Million
Phone Number
+1 5139846696
Social Media
About Total Wealth Planning
Based in Cincinnati, Total Wealth Planning is a nationally recognized, fee-only firm. We provide comprehensive financial planning and investment management to a select group of business owners, executives and retirees. Providing fiduciary retirement plan services to small and medium size businesses is a niche for our firm with a goal of expanding further.

What Benefits Does Total Wealth Planning Offer Beyond Salary?

A competitive compensation package is more than just a salary. Total Wealth Planning 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 Cincinnati?

Understanding the cost of living near Cincinnati is key to truly evaluating a salary offer or your current compensation at Total Wealth Planning.
Cincinnati's Cost of Living Index is approximately 85.3 (14.7% less expensive than US average; 6.1% less than OH average). SW OH city, affordable housing. Metro bus, Connector streetcar (free). When planning your budget based on a salary from Total Wealth Planning, 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 Total Wealth Planning salary. Location choices impact this heavily.
Utilities (Basic) $140 - $230 Electricity, Heating, Cooling, Water etc.
Public Transportation $70 (Metro monthly pass, Connector free) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $380 - $560 Can be higher with more dining out or specialty stores.
Personal & Leisure $350 - $650+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $360 - $670+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,250 - $3,510+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Total Wealth Planning

1. What is the typical salary range (low to high) for most roles at Total Wealth Planning?

The typical annual salary range for most roles at Total Wealth Planning is approximately from $75,617 to $97,698. 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 Total Wealth Planning pay compared to Preferred Financial Partners?

The average annual salary at Total Wealth Planning is $86,209, or an hourly wage of $41, in comparison to Preferred Financial Partners which pays $89,225 per year or $43 per hour.

3. Do salaries differ significantly between departments at Total Wealth Planning?

Yes, salaries often differ between departments at Total Wealth Planning due to varying market demand for specific skill sets and the nature of the roles. For example, technical roles in Engineering or IT may command different salary ranges compared to roles in Marketing or Human Resources.

4. How does experience level affect salary at Total Wealth Planning?

Experience level is a significant factor in determining salary at Total Wealth Planning, 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.

5. How can I determine if a salary offer from Total Wealth Planning in Cincinnati is fair given the local cost of living?

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

6. Are the salaries listed for Total Wealth Planning on Salary.com pre-tax or after-tax?

All salary figures displayed for Total Wealth Planning, 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.

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