Vision Financial Planning Salary

How much does the Vision Financial Planning Pay for employees?

As of August 2026, the average annual salary for employees at Vision Financial Planning in the United States is $104,942. This translates to an approximate hourly wage of $50. Salaries at Vision Financial Planning typically range from $92,048 to $118,915 annually, reflecting the diverse roles and experience levels within the company. Vision 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 Vision Financial Planning Pay for Different Roles?

Explore detailed salary information for specific jobs at Vision 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.
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Current Job Openings at Vision Financial Planning

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

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

How does Vision 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)
Vision Financial Planning
Financial Services
Guardian Financial Partners LLC
Kensington Investment Counsel
Industry Comparison
Our data shows that, on average, compensation at Vision Financial Planning is below the average for the U.S. Financial Services industry by approximately 14%. This positioning suggests their pay is below the market average within their sector.
Peer Company Comparison
To provide a broader market perspective, we compared Vision Financial Planning average annual salary with several similar companies. Vision Financial Planning average salary of $104,942 is higher than Guardian Financial Partners LLC, which has an average salary of $99,098. It is higher than Kensington Investment Counsel, with their average salary at $97,453. This places Vision Financial Planning in a competitive position among its peers.
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Employee Reviews: Working at Vision Financial Planning

Considering a career at Vision 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.
Ideal for those who enjoy consistency and prefer working within defined boundaries. Work tends to be routine, with limited opportunities for creativity or rapid advancement. Workload is manageable and performance expectations are clear. The leadership team genuinely supports professional development, and there’s a strong sense of collaboration across departments. We understand the company's goals ...
Fast-paced, but rewarding environment. Regular training programs keep skills up to date. The environment feels corporate and polished. This company trusts its employees. The company follows procedures strictly, with little deviation from protocol. Projects are well organized, though innovation isn’t a key focus. The chain of command is clear, but feedback loops are limited unless formally requeste...
Strong focus on innovation and results. High-performing culture with accountability. It’s a high-performing yet people-first workplace.

Vision Financial Planning Overview

Website
www.visionfinancialplanning.com
Founded In
2017
Employees
<25 employees
Industry
Financial Services
Headquarter Address
2150 Shattuck Ave Berkeley California CA 94704
Revenue
<$5 Million
Phone Number
+1 5103588668
Social Media
About Vision Financial Planning
Vision Financial Planning is Lan Shaw'snewest venture. Lan Shaw worked as a financial advisor at Edward Jones for nearly ten years prior to founding Vision Financial Planning in 2017.She can now offer even more transparency and options to you as a client to best meet your financial needs and goals. As always, shell spend her time understanding what you are working towards before helping you to inv

What Benefits Does Vision Financial Planning Offer Beyond Salary?

A competitive compensation package is more than just a salary. Vision 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 Berkeley?

Understanding the cost of living near Berkeley is key to truly evaluating a salary offer or your current compensation at Vision Financial Planning.
Berkeley's Cost of Living Index is approximately 229.6 (129.6% more expensive than US average; 64.2% more than CA average). East Bay city (UC Berkeley), extremely high housing costs, very high overall expenses, unique culture. BART. When planning your budget based on a salary from Vision Financial Planning, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $2,800 - $4,300+ A significant portion of Vision 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) $530 - $830 Can be higher with more dining out or specialty stores.
Personal & Leisure $600 - $1,100+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $440 - $820+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $4,650 - $7,350+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Vision Financial Planning

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

The typical annual salary range for most roles at Vision Financial Planning is approximately from $92,048 to $118,915. 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 Vision Financial Planning pay compared to Guardian Financial Partners LLC?

The average annual salary at Vision Financial Planning is $104,942, or an hourly wage of $50, in comparison to Guardian Financial Partners LLC which pays $99,098 per year or $48 per hour.

3. Do salaries differ significantly between departments at Vision Financial Planning?

Yes, salaries often differ between departments at Vision Financial Planning due to varying market demand for specific skill sets and the nature of the roles. For example, technical roles in Engineering or IT may command different salary ranges compared to roles in Marketing or Human Resources.

4. How does experience level affect salary at Vision Financial Planning?

Experience level is a significant factor in determining salary at Vision 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.

5. How can I determine if a salary offer from Vision Financial Planning in Berkeley is fair given the local cost of living?

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

6. Why might an individual's actual salary at Vision Financial Planning differ from the ranges shown here?

An individual's actual salary at Vision Financial Planning 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.