Upright Planning LLC Salary

As of August 2026, the average annual salary for employees at Upright Planning LLC in the United States is $99,679. This translates to an approximate hourly wage of $48. Salaries at Upright Planning LLC typically range from $87,429 to $112,952 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Upright Planning LLC Pay for Different Roles?

Explore detailed salary information for specific jobs at Upright Planning LLC. Based on our data, the highest paying job is the President, with an annual salary of $771,600. 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 Upright Planning LLC

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

Is Upright Planning LLC’s Pay Competitive? Salary Benchmarking Analysis

How does Upright Planning LLC'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
Yoder Financial Group Inc $84,500
-15.2%
Reflects market rates for standard general contracting, differing from specialized roles.
Safe Retirement Solutions $93,308
-6.4%
Typical compensation structure for smaller regional agencies like Safe Retirement Solutions.
ElderWell $99,025
-0.7%
Reflects stabilized pricing equilibrium for commercial construction roles in this region.
PacificFirst Mortgage $95,006
-4.7%
PacificFirst Mortgage operates with a leaner overhead structure, impacting base wage offers.
Financial Services Industry $121,514
+21.9%
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 Upright Planning LLC

Considering a career at Upright Planning LLC? 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.
This financial firm offers job stability and standard benefits but often follows rigid processes. They ensure we're equipped with the latest knowledge and skills in the financial services industry. I feel part of something bigger. Technology supports rather than hinders interactions.
Tuition reimbursement aids skill development. The rationale behind changes is always explained. With team members, there’s a strong sense of community, and leadership prioritizes transparency and growth. Work-life balance initiatives, like flexible scheduling, demonstrate understanding of employees' needs. Career progression is possible. The onboarding process was smooth, and mentorship programs h...
The pride employees take in their work is evident, making this a fulfilling place to build a career in finance. The onboarding process was excellent. The company's human scale is perfect. The company balances structure with flexibility, encouraging autonomy within defined goals. Schedules are predictable, and responsibilities are well-structured.

Upright Planning LLC Overview

Website
www.uprightplanning.com
Founded In
2012
Employees
<25 employees
Industry
Financial Services
Headquarter Address
15245 Shady Grove Rd Rockville Maryland MD 20850
Revenue
<$5 Million
Phone Number
+1 2404792688
Social Media
About Upright Planning LLC
Upright Planning, LLC, is a full-service independent financial advisory firm founded by Dr. James Chang in 2012 that is dedicated to serving the financial needs of its clients. Although we operate out of the Washington DC area, we are licensed to operate in 12 states and are more than willing to assist those from outside the area. Upright Planning has several qualified representatives, each with t

What Benefits Does Upright Planning LLC Offer Beyond Salary?

A competitive compensation package is more than just a salary. Upright Planning LLC 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)
Work at Upright Planning LLC?
Share your experience
How Much Should You Be Earning?

Get an estimated calculation of how much you should be earning and insight into your career options.

illustration

What Is the Cost of Living Near Rockville?

Understanding the cost of living near Rockville is key to truly evaluating a salary offer or your current compensation at Upright Planning LLC.
Rockville's Cost of Living Index is approximately 132.5 (32.5% more expensive than US average; 17.3% more than MD average). Montgomery County seat, affluent, high housing costs. Ride On bus, Metro Red Line. When planning your budget based on a salary from Upright Planning LLC, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,900 - $2,800+ A significant portion of Upright Planning LLC salary. Location choices impact this heavily.
Utilities (Basic) $150 - $250 Electricity, Heating, Cooling, Water etc.
Public Transportation $45 (Ride On pass, Metro extra) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $470 - $700 Can be higher with more dining out or specialty stores.
Personal & Leisure $480 - $850+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $420 - $780+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $3,465 - $5,435+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Upright Planning LLC

1. How much does Upright Planning LLC in the United States pay?

Upright Planning LLC pays its employees an average of $99,679 per year. The average salary at Upright Planning LLC range from $87,429 to $112,952 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 Upright Planning LLC employees get a higher salary than its peer company?

The salary at Upright Planning LLC is higher than its peer company. The average annual salary at Upright Planning LLC is $99,679, or an hourly wage of $48, in comparison to Yoder Financial Group Inc which pays $84,500 per year or $41 per hour.

3. How much does salary increase with years of experience at Upright Planning LLC?

Salary progression with years of experience at Upright Planning LLC 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.

4. Do salaries at Upright Planning LLC vary by office location?

Yes, it's very likely that salaries at Upright Planning LLC 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 Rockville section provides more context.

5. Does Upright Planning LLC offer good benefits?

Upright Planning LLC 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 Upright Planning LLC" section on this page.