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Trellis Wealth Advisors Salary

Trellis Wealth Advisors Salary

How much does the Trellis Wealth Advisors Pay for employees?

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As of September 2026, the average annual salary for employees at Trellis Wealth Advisors in the United States is $92,443. This translates to an approximate hourly wage of $44. Salaries at Trellis Wealth Advisors typically range from $81,088 to $104,758 annually, reflecting the diverse roles and experience levels within the company. Trellis Wealth Advisors’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.
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Current Job Openings at Trellis Wealth Advisors

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Is Trellis Wealth Advisors’s Pay Competitive? Salary Benchmarking Analysis

How does Trellis Wealth Advisors’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)
Trellis Wealth Advisors
Financial Services
Fisher Financial Tax & Insurance Solutions Inc
ING Advisors Network
Industry Comparison
Our data shows that, on average, compensation at Trellis Wealth Advisors is below the average for the U.S. Financial Services industry by approximately 24%. This positioning suggests their pay is below the market average within their sector.
Peer Company Comparison
To provide a broader market perspective, we compared Trellis Wealth Advisors average annual salary with several similar companies. Trellis Wealth Advisors average salary of $92,443 is higher than Fisher Financial Tax & Insurance Solutions Inc, which has an average salary of $90,681. It is lower than ING Advisors Network, with their average salary at $100,681. This places Trellis Wealth Advisors in a mid-range position among its peers.
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How Trellis Wealth Advisors's Salaries Compare to Similar Companies?

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

Employee Reviews: Working at Trellis Wealth Advisors

Considering a career at Trellis Wealth Advisors? 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.
Benefits are average, and work-life balance depends heavily on your department. The company supports ethical practices but doesn’t always recognize individual achievements. Booking systems are intuitive. Compensation philosophy is transparent and fair.
Commented in February 18, 2025
46
0
The ethical culture is palpable - compliance and transparency aren't just checkboxes but core values. Communication is formal and sometimes delayed, impacting collaboration. It demonstrates a true investment in developing talent from within the company, which is greatly appreciated by all employees. I feel fortunate to be part of the journey. Management is transparent, goals are realistic, and fee...
Commented in December 08, 2024
44
3
I’ve experienced a structured workflow with minimal disruptions. Advancement opportunities are present and tied to tenure. With employees across multiple divisions, there are endless opportunities to learn and advance. Leadership is visionary, always pushing for innovation while maintaining stability. Governance practices are best-in-class.
Commented in February 27, 2024
28
1

Trellis Wealth Advisors Overview

Website
www.trelliswealth.com
Founded In
2010
Employees
<25 employees
Industry
Financial Services
Headquarter Address
1135 Santa Rosa St San Luis Obispo California CA 93401
Revenue
<$5 Million
Phone Number
+1 8055488920
Social Media
About Trellis Wealth Advisors
We've purposely designed our firm without a stated minimum investment level. It's the quality of relationship, cultural fit, and ability to add value that matter the most to us. How are you positioned with most of your clients? Most of our clients rely upon us as their primary advisor helping them think through their entire financial situation. Are certain clients "owned" by certain principals? Ou

What Benefits Does Trellis Wealth Advisors Offer Beyond Salary?

A competitive compensation package is more than just a salary. Trellis Wealth Advisors 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 Santa Maria?

Understanding the cost of living near Santa Maria is key to truly evaluating a salary offer or your current compensation at Trellis Wealth Advisors.
Santa Maria's Cost of Living Index is approximately 121.7 (21.7% more expensive than US average; 12.9% less than CA average). Central Coast agricultural area, more affordable than Santa Barbara/SLO, housing above US avg. When planning your budget based on a salary from Trellis Wealth Advisors, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,600 - $2,300+ A significant portion of Trellis Wealth Advisors salary. Location choices impact this heavily.
Utilities (Basic) $180 - $290 Electricity, Heating, Cooling, Water etc.
Public Transportation $38 (SMAT monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $430 - $630 Can be higher with more dining out or specialty stores.
Personal & Leisure $350 - $650+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $370 - $690+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,968 - $4,568+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Trellis Wealth Advisors

1. What is the typical salary range (low to high) for most roles at Trellis Wealth Advisors?

The typical annual salary range for most roles at Trellis Wealth Advisors is approximately from $81,088 to $104,758. 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 Trellis Wealth Advisors pay compared to Fisher Financial Tax & Insurance Solutions Inc?

The average annual salary at Trellis Wealth Advisors is $92,443, or an hourly wage of $44, in comparison to Fisher Financial Tax & Insurance Solutions Inc which pays $90,681 per year or $44 per hour.

3. How does experience level affect salary at Trellis Wealth Advisors?

Experience level is a significant factor in determining salary at Trellis Wealth Advisors, 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 Trellis Wealth Advisors in Santa Maria is fair given the local cost of living?

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

5. Why might an individual's actual salary at Trellis Wealth Advisors differ from the ranges shown here?

An individual's actual salary at Trellis Wealth Advisors can differ from our estimated ranges due to various factors. These include their specific years of experience in the role, unique skills or certifications, educational background, performance record, the specific team or department they join, negotiation outcomes, and even the precise timing of when they were hired relative to market fluctuations. Our ranges represent typical compensation.

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