Wealthwise Financial Salary

As of August 2026, the average annual salary for employees at Wealthwise Financial in the United States is $92,798. This translates to an approximate hourly wage of $45. Salaries at Wealthwise Financial typically range from $81,376 to $105,329 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Wealthwise Financial Pay for Different Roles?

Explore detailed salary information for specific jobs at Wealthwise Financial. Based on our data, the highest paying job is the Business Anaylst, with an annual salary of $136,585. The table below outlines the annual salary ranges for most popular roles within the company.

Digital Services Specialist

$34,932 / year

Salary Range: $31,525 - $38,948

Security Services

Contact Center Agent

$86,351 / year

Salary Range: $75,884 - $100,095

Sales

Fraud and Security Specialist

$91,520 / year

Salary Range: $78,966 - $105,937

Security Services

Digital Support Agent

$69,758 / year

Salary Range: $61,896 - $78,750

Construction

Business Anaylst

$136,585 / year

Salary Range: $115,388 - $156,730

Library

Digital Banking Agent

$69,758 / year

Salary Range: $61,896 - $78,750

Construction

Turn Insight into Opportunity: Current Job Openings

Ready for your next career move? Explore current job openings at Wealthwise Financial.
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About Wealthwise Financial: Company Profile

Website
www.wealthwisefinancial.com
Founded In
Data pending, update soon.
Employees
25 - 50 employees
Industry
Financial Services
Headquarter Location
IRVINE
Revenue
$5 Million - $10 Million
Phone Number
-
Social Media

Employee Reviews: Insights on Salary, Culture & Work-Life

Gain authentic perspectives from current and former employees. These anonymous reviews offer invaluable insights into Wealthwise Financial's culture, work-life balance, management, and employee sentiment regarding salary satisfaction, bonus payouts, and benefits.
Opportunities to learn and lead. Compliance training is thorough but engaging. Leadership is professional but can be distant. Workload varies across teams, leading to occasional burnout. The work is meaningful, and the leadership team is communicative and proactive.
Tasks are well defined. Training programs and career advancement opportunities are plentiful, allowing employees to grow their skills. The benefits package is competitive, including health and retirement plans. The opportunity to learn from seasoned professionals and contribute to high-stakes financial decisions makes this a truly rewarding environment for anyone passionate about finance. Company-...
The environment feels corporate and polished. Little innovation but solid execution. The work is meaningful. Dynamic workplace with constant learning.

Is Wealthwise Financial’s Pay Competitive? Salary Benchmarking Analysis

How does Wealthwise Financial'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
WAYPOINT ADVISORS $80,217
-13.6%
WAYPOINT ADVISORS may offer non-monetary perks in lieu of competitive base salaries.
CALDERADVISORS $80,690
-13.0%
Typical compensation structure for smaller regional agencies like CALDERADVISORS.
A. N. CULBERTSON & COMPANY $76,496
-17.6%
A. N. CULBERTSON & COMPANY focuses strategically on recruiting and training entry-level apprentices.
GREENVILLEFINANCIAL $86,646
-6.6%
GREENVILLEFINANCIAL operates with a leaner overhead structure, impacting base wage offers.
Financial Services Industry $121,514
+30.9%
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.

What Is the Cost of Living Near Irvine?

Understanding the cost of living near Irvine is key to truly evaluating a salary offer or your current compensation at Wealthwise Financial.
Irvine's Cost of Living Index is approximately 186.9 (86.9% more expensive than US average; 33.7% more than CA average). Very affluent Orange County city, extremely high housing costs, excellent schools, and high quality of life drive up all expenses. When planning your budget based on a salary from Wealthwise Financial, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $2,700 - $4,000+ A significant portion of Wealthwise Financial salary. Location choices impact this heavily.
Utilities (Basic) $160 - $270 Electricity, Heating, Cooling, Water etc.
Public Transportation $69 (OCTA monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $480 - $720 Can be higher with more dining out or specialty stores.
Personal & Leisure $500 - $900+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $420 - $800+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $4,329 - $6,699+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

Most Common Questions About Wealthwise Financial

FAQ 1: What is the typical salary range (low to high) for most roles at Wealthwise Financial?
The typical annual salary range for most roles at Wealthwise Financial is approximately from $81,376 to $105,329. 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.
FAQ 2: How much does Wealthwise Financial pay compared to WAYPOINT ADVISORS?
The average annual salary at Wealthwise Financial is $92,798, or an hourly wage of $45, in comparison to WAYPOINT ADVISORS which pays $80,217 per year or $39 per hour.
FAQ 3: How does experience level affect salary at Wealthwise Financial?
Experience level is a significant factor in determining salary at Wealthwise Financial, 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.
FAQ 4: How can I determine if a salary offer from Wealthwise Financial in Irvine is fair given the local cost of living?
To determine if a salary offer from Wealthwise Financial in Irvine is fair, first compare the gross salary to our data for similar roles at Wealthwise Financial and its competitors (see our similar company salaries section) . Then, critically, use our "Cost of Living Insights for Irvine" to understand its purchasing power.
FAQ 5: What are the key factors that influence salary levels at Wealthwise Financial?
Several key factors influence salary levels at Wealthwise Financial. These primarily include: 1. Job Role & Responsibilities: More complex roles with greater impact typically command higher pay. 2. Experience & Skills: Your years of relevant experience and specific in-demand skills are critical. 3. Performance: Strong performance can lead to higher raises and bonuses. 4. Location: Office location impacts pay due to varying local market rates and cost of living. 5. Industry Benchmarks: Wealthwise Financial likely benchmarks its salaries against other companies in the Financial Services sector. You can explore how these factors play out in our detailed salary data.