Vested Financial Planning LLC Salary

As of September 2026, the average annual salary for employees at Vested Financial Planning LLC in the United States is $115,690. This translates to an approximate hourly wage of $56. Salaries at Vested Financial Planning LLC typically range from $101,422 to $131,231 annually, reflecting the diverse roles and experience levels within the company.
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Is Vested Financial Planning LLC’s Pay Competitive? Salary Benchmarking Analysis

How does Vested Financial 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
Alleviate Tax LLC $105,796
-8.6%
Alleviate Tax LLC focuses strategically on recruiting and training entry-level apprentices.
NATIONAL ADVISORY SERVICES Inc $107,241
-7.3%
NATIONAL ADVISORY SERVICES Inc operates with a leaner overhead structure, impacting base wage offers.
Clariti Wealth Advisors $102,242
-11.6%
Typical compensation structure for smaller regional agencies like Clariti Wealth Advisors.
Charles Perrotta $88,561
-23.5%
Reflects market rates for standard general contracting, differing from specialized roles.
Financial Services Industry $121,514
+5.0%
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.

Employee Reviews: Working at Vested Financial Planning LLC

Considering a career at Vested Financial 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.
Career aspirations are discussed openly. This creates a respectful and efficient work environment for everyone on the team. It’s inspiring to be part of a team that drives financial excellence while making a positive difference in society. Training is provided but sometimes lacks relevance or follow-through. Wellness programs, including mental health resources and fitness reimbursements, show genu...
I’ve never felt more aligned with an organization’s mission and values. There’s room to explore side projects and propose changes. Internal transfers are possible but usually take time to approve and implement. It’s a culture that truly promotes growth and collaborative problem-solving, benefiting both employees and our diverse client base. Spot bonuses reward exceptional work.
Colleagues are helpful and motivated, and the company celebrates achievements. Career growth is possible. The leadership visionary and inspiring.

Vested Financial Planning LLC Overview

Website
www.vestedfinancialplanning.com
Founded In
2018
Employees
50 - 100 employees
Industry
Financial Services
Headquarter Address
802 Tamarack Ave San Carlos California CA 94070
Revenue
$10 Million - $50 Million
Phone Number
+1 6503157372
Social Media
About Vested Financial Planning LLC
Financial Planning with professional CFP® Tom Lo, in San Carlos, Menlo Park and Redwood City, CA. Specializing in Employee Equity, Investment Management and Ongoing Financial Planning Services for Gen X Silicon Valley Employees

What Benefits Does Vested Financial Planning LLC Offer Beyond Salary?

A competitive compensation package is more than just a salary. Vested Financial 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)
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What Is the Cost of Living Near San Francisco?

Understanding the cost of living near San Francisco is key to truly evaluating a salary offer or your current compensation at Vested Financial Planning LLC.
San Francisco's Cost of Living Index is approximately 243.5 (143.5% more expensive than US average; 74.2% more than CA average). One of the most expensive cities globally, extreme housing costs, high transportation, and very high prices for all goods/services. When planning your budget based on a salary from Vested Financial Planning LLC, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $3,200 - $5,000+ A significant portion of Vested Financial Planning LLC salary. Location choices impact this heavily.
Utilities (Basic) $200 - $320 Electricity, Heating, Cooling, Water etc.
Public Transportation $81 (Muni Monthly Pass 'M') 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 $600 - $1,200+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $450 - $850+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $5,081 - $8,221+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Vested Financial Planning LLC

1. How much does a Vested Financial Planning LLC employee make?

Vested Financial Planning LLC pays its employees an average of $115,690 per year. The average salary at Vested Financial Planning LLC range from $101,422 to $131,231 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 Vested Financial Planning LLC?

The salary at Vested Financial Planning LLC is higher than the similar company. The average annual salary at Vested Financial Planning LLC is $115,690, or an hourly wage of $56, in comparison to Alleviate Tax LLC which pays $105,796 per year or $51 per hour.

3. Do employees with advanced degrees (Master's, PhD) earn more at Vested Financial Planning LLC?

In many roles at Vested Financial Planning LLC, 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.

4. How does the cost of living near San Francisco affect the perceived value of a Vested Financial Planning LLC salary?

San Francisco's Cost of Living Index is approximately 243.5 (143.5% more expensive than US average; 74.2% more than CA average). This significantly impacts the purchasing power of a salary from Vested Financial Planning LLC based there. Our "Cost of Living Insights for San Francisco" module details this impact, helping you assess the 'real feel' value of your compensation.

5. What kind of benefits does Vested Financial Planning LLC typically offer employees?

Vested Financial Planning LLC 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 Vested Financial Planning LLC" section on this page.