Wharton Financial Group Salary

How much does the Wharton Financial Group Pay for employees?

As of August 2026, the average annual salary for employees at Wharton Financial Group in the United States is $94,753. This translates to an approximate hourly wage of $46. Salaries at Wharton Financial Group typically range from $83,113 to $107,367 annually, reflecting the diverse roles and experience levels within the company. Wharton 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 Wharton Financial Group Pay for Different Roles?

Explore detailed salary information for specific jobs at Wharton 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 Wharton Financial Group

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

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

How does Wharton 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)
Wharton Financial Group
Financial Services
Integral Investment Advisors Inc
Tamarind Capital LLC
Industry Comparison
Our data shows that, on average, compensation at Wharton Financial Group is below the average for the U.S. Financial Services industry by approximately 22%. This positioning suggests their pay is below the market average within their sector.
Peer Company Comparison
To provide a broader market perspective, we compared Wharton Financial Group average annual salary with several similar companies. Wharton Financial Group average salary of $94,753 is higher than Integral Investment Advisors Inc, which has an average salary of $93,888. It is lower than Tamarind Capital LLC, with their average salary at $111,355. This places Wharton Financial Group in a mid-range position among its peers.
See Your True Competitors
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Employee Reviews: Working at Wharton Financial Group

Considering a career at Wharton 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.
Leadership is professional but often distant from frontline employees. Most importantly, there’s a shared passion for delivering exceptional financial solutions ethically. Professional growth opportunities abound. Project completions are acknowledged.
This respect for employees’ personal lives is a significant and valued benefit. With team members, there’s a strong sense of community, and leadership prioritizes transparency and growth. The work is predictable, with few surprises, and career movement tends to be gradual. Senior staff make time for junior colleagues. Focus on compliance sometimes no innovation. This discipline saves countless hou...
The workday is orderly, and deliverables are well scoped. Leadership is approachable and open to innovation. We receive timely feedback, fair evaluations, and opportunities to step into leadership roles.

Wharton Financial Group Overview

Website
www.whartonfinancialgrp.com
Founded In
1993
Employees
<25 employees
Industry
Financial Services
Headquarter Address
114 State Rd Sagamore Beach Massachusetts MA 02562
Revenue
$5 Million - $10 Million
Phone Number
+1 5088339700
Social Media
About Wharton Financial Group
At Wharton Advisory Group, we know that managing significant wealth can be complex and time consuming. It requires broad resources, dedicated expertise and experienced guidance. Most importantly, it requires a commitment to placing your best interests first. Our commitment to helping you achieve your financial and life goals drives everything we do from taking the time to understand your unique ne

What Benefits Does Wharton Financial Group Offer Beyond Salary?

A competitive compensation package is more than just a salary. Wharton 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 Barnstable?

Understanding the cost of living near Barnstable is key to truly evaluating a salary offer or your current compensation at Wharton Financial Group.
Barnstable (incl. Hyannis) Cost of Living Index is approximately 130.2 (30.2% more expensive than US average; 1.9% less than MA average). Cape Cod's largest town, high housing costs, tourism driven. CCRTA bus. When planning your budget based on a salary from Wharton Financial Group, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,700 - $2,600+ A significant portion of Wharton Financial Group salary. Location choices impact this heavily.
Utilities (Basic) $200 - $330 Electricity, Heating, Cooling, Water etc.
Public Transportation $60 (CCRTA 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 $450 - $850+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $430 - $800+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $3,320 - $5,300+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Wharton Financial Group

1. What is the average salary for employees at Wharton Financial Group?

The average annual total compensation for employees at Wharton Financial Group is approximately $94,753. However, this is an aggregate figure, actual salaries can range significantly, typically from $83,113 to $107,367, depending on factors like job role, experience, and location.

2. How much does Wharton Financial Group pay compared to Integral Investment Advisors Inc?

The average annual salary at Wharton Financial Group is $94,753, or an hourly wage of $46, in comparison to Integral Investment Advisors Inc which pays $93,888 per year or $45 per hour.

3. How does having a professional certification impact salary for relevant roles at Wharton Financial Group?

Professional certifications like PMP (for Project Managers), CPA (for Accountants), or another relevant certification for the industry can often lead to higher salaries and better job prospects at Wharton Financial Group for applicable roles. Certifications demonstrate a verified level of expertise and commitment to a profession, making candidates more competitive.

4. Does Wharton Financial Group offer cost-of-living adjustments (COLA) for employees in high-cost areas like Barnstable?

While some companies offer formal COLA, many, including potentially Wharton Financial Group, incorporate cost of living considerations into their overall salary structure for different locations rather than as a separate, itemized adjustment. This means their base pay bands for roles in high-cost cities like New York City are generally set higher to account for these local market factors.

5. What's the typical process for salary reviews and raises at Wharton Financial Group?

Most companies, likely including Wharton Financial Group, conduct formal salary reviews annually, often tied to performance evaluations. During these reviews, factors like individual performance, meeting goals, company performance, and market adjustments are typically considered for potential salary increases.