PlanWise Financial Group Salary

PlanWise Financial Group Salary

How much does the PlanWise Financial Group Pay for employees?

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As of August 2026, the average annual salary for employees at PlanWise Financial Group in the United States is $110,469. This translates to an approximate hourly wage of $53. Salaries at PlanWise Financial Group typically range from $96,895 to $125,170 annually, reflecting the diverse roles and experience levels within the company. PlanWise Financial Group’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 PlanWise Financial Group Pay for Different Roles?

Explore detailed salary information for specific jobs at PlanWise Financial Group. 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.
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Current Job Openings at PlanWise Financial Group

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

Is PlanWise Financial Group’s Pay Competitive? Salary Benchmarking Analysis

How does PlanWise Financial Group’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)
PlanWise Financial Group
Financial Services
College Loan Freedom - Inc
MarketRiders Inc
Industry Comparison
Our data shows that, on average, compensation at PlanWise Financial Group is below the average for the U.S. Financial Services industry by approximately 9%. This positioning suggests their pay is below the market average within their sector.
Peer Company Comparison
To provide a broader market perspective, we compared PlanWise Financial Group average annual salary with several similar companies. PlanWise Financial Group average salary of $110,469 is higher than College Loan Freedom - Inc, which has an average salary of $89,257. It is higher than MarketRiders Inc, with their average salary at $85,734. This places PlanWise Financial Group in a competitive position among its peers.
See Your True Competitors
The companies behind the question marks could be hiring your best people. Don't operate with incomplete data. Unlock your full competitive view with Salary.com for Business to precisely benchmark salaries, benefits, and more against your true competitors.

How PlanWise Financial Group's Salaries Compare to Similar Companies?

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

Employee Reviews: Working at PlanWise Financial Group

Considering a career at PlanWise Financial Group? 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 company is structured and compliant but occasionally rigid. Compensation is standard, with modest perks. Working with skilled peers elevates everyone's performance. Employees are encouraged to share ideas and contribute to continuous improvement. It’s a steady job, and it is somehow one that fosters creativity.
Commented in March 15, 2025
24
2
Change is managed thoughtfully, with proper communication and training. The company empowers employees to build strong client relationships, and feedback is actively incorporated into improvements. IT upgrades are rolled out with excellent training. I appreciate the focus on continuous improvement. Resources are ample, allowing us to focus on quality work rather than budget constraints. The compan...
Commented in December 12, 2024
15
2
Training programs are frequent and relevant, helping staff stay ahead in a fast-changing financial landscape. Feedback loops ensure continuous improvement. The culture can feel hierarchical, limiting open dialogue between employees and management.
Commented in January 30, 2024
16
2

PlanWise Financial Group Overview

Website
www.planwisefin.com
Founded In
2011
Employees
<25 employees
Industry
Financial Services
Headquarter Address
3330 20th St San Francisco California CA 94107
Revenue
<$5 Million
Phone Number
+1 4158003647
Social Media
About PlanWise Financial Group
We are a boutique firm that focuses on providing the highest level of service to our clients. Our goal is to help simplify and enrich your life. We have extensive experience providing personal financial planning, business management, and tax services to high-net-worth individuals and their families, as well as to family businesses and foundations. We'll help you manage and preserve your wealth in

What Benefits Does PlanWise Financial Group Offer Beyond Salary?

A competitive compensation package is more than just a salary. PlanWise Financial Group 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 PlanWise Financial Group.
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 PlanWise Financial Group, 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 PlanWise Financial Group 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 PlanWise Financial Group

1. How much does a PlanWise Financial Group employee make?

PlanWise Financial Group pays its employees an average of $110,469 per year. The average salary at PlanWise Financial Group range from $96,895 to $125,170 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 PlanWise Financial Group?

The salary at PlanWise Financial Group is higher than the similar company. The average annual salary at PlanWise Financial Group is $110,469, or an hourly wage of $53, in comparison to College Loan Freedom - Inc which pays $89,257 per year or $43 per hour.

3. How much does a Principal typically earn at PlanWise Financial Group?

A Principal at PlanWise Financial Group typically earns an average annual base salary of around $120,549, with a general range of $107,503 to $132,921.

4. Do employees with advanced degrees (Master's, PhD) earn more at PlanWise Financial Group?

In many roles at PlanWise Financial Group, 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.

5. How does the cost of living near San Francisco affect the perceived value of a PlanWise Financial Group 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 PlanWise Financial Group based there. Our "Cost of Living Insights for San Francisco" module details this impact, helping you assess the 'real feel' value of your compensation.

6. What kind of benefits does PlanWise Financial Group typically offer employees?

PlanWise Financial Group 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 PlanWise Financial Group" section on this page.

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