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Hourly Wage for Estate Planning Consultant Salary in the United States

What is the highest and lowest hourly pay for Estate Planning Consultant?

As of August 01, 2026, the average hourly rate for an Estate Planning Consultant in the United States is $52, which translates to an annual salary of about $107,620.

However, the hourly wage can vary significantly based on several factors. Here’s a detailed look at the typical pay range per hour:

  • Top Earners (90th percentile): $60 per hour
  • Majority Range (25th-75th percentile): $48 to $56 per hour
  • Entry-Level (10th percentile): $45 per hour
Salary Factors Salary-Boosting Skills Salary by Experience Related Job Salaries Top Paying Cities Explore Related Jobs

Key Factors That Influence Estate Planning Consultant Salaries

An Estate Planning Consultant'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.

How Experience Level Affects Estate Planning Consultant Salaries?

Experience is a primary driver of an Estate Planning Consultant'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:

  • Estate Planning Consultant (7+ years): $107,620
  • Finance & Insurance Manager (7+ years): $95,128
  • Estate Planning Director (7+ years): $128,287
Job Role Years of Experience Average Salary
Estate Planning Consultant7+ years$107,620
Finance & Insurance Manager7+ years$95,128
Estate Planning Director7+ years$128,287
View as Graph

How Do Estate Planning Consultants Salaries Vary from State to State?

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 Estate Planning Consultants. For example, consider the average annual salaries in these key locations:
  • District of Columbia: $119,157.
  • California: $118,705.
  • Massachusetts: $117,123.

Top Paying Cities for Estate Planning Consultant

Salaries can also vary between different cities. Major metropolitan areas or cities with a high demand for technicians often offer more competitive pay. Here are a few examples of average annual salaries in different U.S. cities:

  • San Jose: $135,741
  • San Francisco: $134,255
  • Oakland: $131,426

What Skills Can Increase an Estate Planning Consultant's Salary?

Demanded Skills for the Role:

  • Planning (Mentioned in 49.83% Job Postings): An act or process of making or carrying out plans. Establishment of goals, policies, and procedures for a social or economic unit city planning business planning.
  • Wealth Management (Mentioned in 0.25% Job Postings): Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Certified International Investment Analysts, Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.
  • Accounting (Mentioned in 0.16% Job Postings): Creating financial statements and reports based on the summary of financial and business transactions.
Skills Demand Percentage
Planning 49.83%
Wealth Management 0.25%
Accounting 0.16%
See More Skills

What skills can make your compensation higher?

Mastering certain specialized skills can lead to a significant increase in pay. Here are examples of skills and the potential impact they can have on an Estate Planning Consultant's salary.

  • Insight: Can increase your salary by up to 16%.
  • Strategic Planning: Can increase your salary by up to 15%.
  • Building Rapport: Can increase your salary by up to 14%.
Skill Salary Salary % Increase
Insight $124,839
16%
Strategic Planning $123,763
15%
Building Rapport $122,687
14%
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Estate Planning Consultant Salary by Company Size: Startups vs. Enterprise

Estate Planning Consultant salary potential scales significantly with company size. Data shows that Enterprise companies (5,000+ employees) pay the highest average salary at around $117,472. While startup companies pay approximate $99,302.

Estate Planning Consultant Salary by Company Size

Company Size Employees Average Salary
Startup 1~50 $99,302
Growth Stage 51~500 $105,066
Established 501~5000 $113,403
Enterprise 5000+ $117,472

Estate Planning Consultant Salary by Industry: Top Paying Sectors

For Estate Planning Consultant roles, the industry you choose can impact your earning potential by as much as 20% (the gap between the highest and lowest paying industries). Data shows that the highest-paying industry, Insurance, offers compensation 10% above the average. Conversely, Estate Planning Consultant positions in Business Services typically offer lower base pay, as this sector often view Estate Planning Consultant as a support function rather than a direct revenue driver.

The top paying industry for an Estate Planning Consultant

Industry Sector Average Annual Salary Average Hourly Rate Pay vs.Avg
Insurance$118,382$57.010%

How Education impacts an Estate Planning Consultant's Salary?

Your level of education can impact your salary potential. While many Estate Planning Consultant enter the field with a Bachelor's Degree, higher education can lead to more specialized and higher-paying roles.

According to our 100% employer-reported salary data, the median salary for an Estate Planning Consultant with a Bachelor's Degree is between $101,930 and $112,436.

Estate Planning Consultant Salaries by Degree Level

Typical Education for Estate Planning Consultant
Degree Level % of user with this level of education
No Diploma 4.8%
High School 4.8%
Associates 1.6%
Bachelors 38.1%
Masters 36.5%
Doctorate 19.0%
View as Graph

Estate Planning Consultant Salary: Hourly Rate, Weekly Pay, and Monthly Pay

Understanding how an Estate Planning Consultant'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 August 01, 2026
$99,795
Average $107,620/year
$116,465
$8,316
Average $8,968/month
$9,705
$1,919
Average $2,070/week
$2,240
$48
Average $52/hour
$56
Annual Salary Monthly Pay Weekly Pay Hourly Wage
75th Percentile $116,465 $9,705 $2,240 $56
Average $107,620 $8,968 $2,070 $52
25th Percentile $99,795 $8,316 $1,919 $48

Most common benefits for Estate Planning Consultant

  • Social Security
  • 401 (k)
  • Disability
  • Healthcare
  • Pension
  • Time Off (days)

Common company salaries for Estate Planning Consultant

Here are companies hiring for Estate Planning Consultant and their salaries, click below for more details.

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FAQ about Estate Planning Consultant

1. What are the responsibilities of Estate Planning Consultant?

Provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Typically reports to a manager. A specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. Typically requires 7+ years of related experience.

2. What are the skills of Estate Planning Consultant

Specify the abilities and skills that a person needs in order to carry out the specified job duties. Each competency has five to ten behavioral assertions that can be observed, each with a corresponding performance level (from one to five) that is required for a particular job.

1.)

Planning: An act or process of making or carrying out plans. Establishment of goals, policies, and procedures for a social or economic unit city planning business planning.

2.)

Wealth Management: Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Certified International Investment Analysts, Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.

3.)

Accounting: Creating financial statements and reports based on the summary of financial and business transactions.

Where Does Our Salary Data Come From?

Salary.com salary estimates, histograms, trends, and comparisons are derived from both employer job postings and third-party data sources. We also provide multiple percentiles of salary information for your reference, click here to know Why the Salary Midpoint Formula Is Crucial to Getting Pay Equity Right. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.

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