As of July 01, 2026, the average salary for a Financial Planning Analyst I in the United States is $67,310 per year, which breaks down to an hourly rate of $32.
However, a Financial Planning Analyst I's salary can vary significantly. Here’s a look at the typical salary range:
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A Financial Planning Analyst I's salary isn't a fixed number. It's shaped by several important factors. Below, we'll explore how your years of experience, geographic location, education, and company size can directly affect your earning potential.
Experience is a primary driver of a Financial Planning Analyst I's salary. As you build your skills and take on more complex tasks, your compensation generally increases. Here's how the average salary grows at different career stages:
| Job Role | Years of Experience | Average Salary |
|---|---|---|
| Financial Planning Analyst I | 0-2 years | $67,310 |
| Financial Planning Analyst II | 2-4 years | $79,263 |
| Financial Planning Analyst III | 4-7 years | $94,996 |
| Financial Planning Analyst IV | 7+ years | $114,520 |
| Financial Planning Analyst V | 7-10 years | $147,707 |
What Am I Worth?
Your salary can change significantly depending on where you work. States with a higher cost of living and strong industrial sectors often pay more to attract Financial Planning Analyst Is. For example, consider the average annual salaries in these key locations:
Demanded Skills for the Role:
| Skills | Demand Percentage |
|---|---|
| Analysis | 16.59% |
| Microsoft Office | 1.61% |
| CPA | 1.02% |
| Skill | Salary | Salary % Increase |
|---|---|---|
|
Project Management
|
$70,002 |
4%
|
|
Financial Management
|
$70,002 |
4%
|
|
Insight
|
$69,329 |
3%
|
|
Financial Services
|
$69,329 |
3%
|
|
Collaboration
|
$69,329 |
3%
|
|
Economics
|
$68,656 |
2%
|
Financial Planning Analyst I salary potential scales significantly with company size. Data shows that Enterprise companies (5,000+ employees) pay the highest average salary at around $75,286. While startup companies pay approximate $63,669.
| Company Size | Employees | Average Salary |
|---|---|---|
| Startup | 1~50 | $63,669 |
| Growth Stage | 51~500 | $67,340 |
| Established | 501~5000 | $72,703 |
| Enterprise | 5000+ | $75,286 |
For Financial Planning Analyst I roles, the industry you choose can affect earning potential by as much as 63% (the gap between the highest and lowest paying industries). Data shows that the Financial Services and Software & Networking sectors offer the strongest compensation, at 35% above the average. In contrast, Financial Planning Analyst positions in Edu., Gov't. & Nonprofit or Hospitality & Leisure typically offer lower base pay, as these industries often view Financial Planning Analyst I as a support function rather than a direct revenue driver.
| Industry Sector | Average Annual Salary | Average Hourly Rate | Pay vs.Avg |
|---|---|---|---|
| Financial Services | $90,868 | $44.0 | 35% |
| Software & Networking | $87,503 | $42.0 | 30% |
| Pharmaceuticals | $80,772 | $39.0 | 20% |
| Energy & Utilities | $79,426 | $38.0 | 18% |
| Biotechnology | $75,387 | $36.0 | 12% |
Your level of education can impact your salary potential. While many Financial Planning Analyst Is enter the field with a Bachelor's Degree degree, higher education can lead to more specialized and higher-paying roles.
According to our 100% employer-reported salary data, the median salary for a Financial Planning Analyst I with a Bachelor's Degree is between $64,535 and $67,849).
Financial Planning Analyst I Salaries by Degree Level
| Degree Level | % of user with this level of education |
|---|---|
| No Diploma | 0.2% |
| High School | 1.9% |
| Associates | 3.1% |
| Bachelors | 65.9% |
| Masters | 28.2% |
| Doctorate | 0.7% |
Understanding how a Financial Planning Analyst I's annual salary breaks down can help with budgeting. Below, you can see the average hourly rate, weekly pay, and monthly pay for this role. Use the buttons to switch between different pay periods.
Last Updated on July 01, 2026For a Financial Planning Analyst I, the most direct path to higher earnings is advancing to the Financial Planning Analyst II role. This promotion typically comes with a significant pay increase, bringing the average annual salary to $79,263 - a projected growth of 18% over your current level.
Salaries for a Financial Planning Analyst I can change over time, reflecting shifts in market demand and the overall economy. The median salary decreased from $63,375 in 2023 to around $62,348 in 2025, reflecting changes in demand, location, experience, and the wider economy. For a detailed analysis of Financial Planning Analyst I salary trends, .
| Year | Average Annual Salary |
|---|---|
| 2022 |
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|
| 2023 | $63,375 |
| 2024 | $62,873 |
| 2025 | $62,348 |
| 2026 |
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|
| 2027 |
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|
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A Financial Planning Analyst I's earning potential can vary widely depending on several factors, including location, industry, experience, education, and the specific employer. According to the latest salary data by Salary.com, a Financial Planning Analyst I earns the most in San Jose, CA, where the annual salary of a Financial Planning Analyst I is $84,898.
The highest pay for Financial Planning Analyst I is $78,790.
The lowest pay for Financial Planning Analyst I is $55,895.
Performs research and analysis to evaluate and forecast business performance and plan investment, budgeting, and financial strategies. Calculates and interprets financial metrics to track and evaluate a company's financial health and performance. Develops financial modeling and analysis reports to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Evaluates and monitors economic conditions, market trends, and risk factors to assess investment opportunities and recommend capital allocation strategies. Utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Requires a bachelor's degree. Typically reports to a manager. Work is closely managed. Works on projects/matters of limited complexity in a support role. Typically requires 0-2 years of related experience.
The Financial Services industry offers the highest average compensation for Financial Planning Analyst I roles, with salaries approximately 35% above the market median.
Salary.com provides salary estimates, histograms, trends, and comparisons using data from employer job postings and third-party sources.
We offer detailed salary information across multiple percentiles for your reference. (Click here to learn Why the Salary Midpoint Formula Is Crucial for Achieving Pay Equity.)
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