Defined Financial Planning Salary

How much does the Defined Financial Planning Pay for employees?

As of August 2026, the average annual salary for employees at Defined Financial Planning in the United States is $106,050. This translates to an approximate hourly wage of $51. Salaries at Defined Financial Planning typically range from $93,019 to $120,171 annually, reflecting the diverse roles and experience levels within the company. Defined Financial Planning’s salaries are influenced by a wide range of factors including job role, department, years of experience, and location.
DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.

How Much Does Defined Financial Planning Pay for Different Roles?

Explore detailed salary information for specific jobs at Defined Financial Planning. The table below outlines the annual salary ranges for popular roles within the company, helping you benchmark potential earnings. Use 'View by Card/Table' option to find the data most relevant to your career path.
DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.
How accurate does the salary look to you?

Current Job Openings at Defined Financial Planning

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

Is Defined Financial Planning’s Pay Competitive? Salary Benchmarking Analysis

How does Defined Financial Planning’s compensation stack up against the market? This analysis visualizes their annual average salary compared to its industry benchmark and key peer companies.
Peer Company & Industry Benchmarking
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Average Salary ($/year)
Defined Financial Planning
Financial Services
EFO Financial
Vanguard Capital Group LLC
Industry Comparison
Our data shows that, on average, compensation at Defined Financial Planning is below the average for the U.S. Financial Services industry by approximately 13%. This positioning suggests their pay is below the market average within their sector.
Peer Company Comparison
To provide a broader market perspective, we compared Defined Financial Planning average annual salary with several similar companies. Defined Financial Planning average salary of $106,050 is higher than EFO Financial, which has an average salary of $88,951. It is higher than Vanguard Capital Group LLC, with their average salary at $99,246. This places Defined Financial Planning in a competitive position among its peers.
See Your True Competitors
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Employee Reviews: Working at Defined Financial Planning

Considering a career at Defined Financial 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.
The chain of command is clear, but feedback loops are limited unless formally requested. A supportive team and transparent leadership set the tone. The company fosters a collaborative and inclusive environment where every employee feels valued. The firm’s size means access to global opportunities and top-tier clients. Management provides direction but rarely engages in collaborative problem-solvin...
I’ve grown both personally and professionally here, and I highly recommend it to anyone seeking a rewarding career in finance. Help desk support responds within hours, not days. Large enough for stability but enough to matter. Meditation rooms provide quiet space. There’s a true sense of collaboration across departments. Leadership is professional but can be distant. Doing good while doing well is...
Challenging projects with great learning potential. Recognition programs ensure outstanding work is noticed and rewarded, from spot bonuses to annual awards. Empowering atmosphere with growth opportunities.

Defined Financial Planning Overview

Website
www.definedplanning.com
Founded In
Data pending, update soon.
Employees
<25 employees
Industry
Financial Services
Headquarter Address
2413 Webb Ave Alameda California CA 94501
Revenue
<$5 Million
Phone Number
+1 5102008655
Social Media
About Defined Financial Planning
Defined Financial Planning is a company that operates in the Financial Services industry. It employs 1-5 people and has $1M-$5M of revenue. The company is headquartered in Alameda, California.

What Benefits Does Defined Financial Planning Offer Beyond Salary?

A competitive compensation package is more than just a salary. Defined Financial 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 Oakland?

Understanding the cost of living near Oakland is key to truly evaluating a salary offer or your current compensation at Defined Financial Planning.
Oakland's Cost of Living Index is approximately 174.4 (74.4% more expensive than US average; 24.7% more than CA average). Major Bay Area city, extremely high housing costs, significant gentrification, high overall expenses. BART hub. When planning your budget based on a salary from Defined Financial Planning, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $2,400 - $3,500+ A significant portion of Defined Financial Planning salary. Location choices impact this heavily.
Utilities (Basic) $190 - $300 Electricity, Heating, Cooling, Water etc.
Public Transportation $90 (AC Transit/BART varies) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $490 - $730 Can be higher with more dining out or specialty stores.
Personal & Leisure $500 - $900+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $420 - $790+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $4,090 - $6,220+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Defined Financial Planning

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

The typical annual salary range for most roles at Defined Financial Planning is approximately from $93,019 to $120,171. 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 Defined Financial Planning pay compared to EFO Financial?

The average annual salary at Defined Financial Planning is $106,050, or an hourly wage of $51, in comparison to EFO Financial which pays $88,951 per year or $43 per hour.

3. How does experience level affect salary at Defined Financial Planning?

Experience level is a significant factor in determining salary at Defined Financial 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.

4. How can I determine if a salary offer from Defined Financial Planning in Oakland is fair given the local cost of living?

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

5. What are the key factors that influence salary levels at Defined Financial Planning?

Several key factors influence salary levels at Defined Financial Planning. 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: Defined Financial Planning 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.