As of March 01, 2025, the average annual salary for an Estate Planning Consultant in the United States is $105,844. According to Salary.com, salaries can range from a low of $86,898 to a high of $141,930, with most professionals earning between $95,927 and $124,733.
| Annual Salary |
Monthly Pay |
Weekly Pay |
Hourly Wage |
|
| 75th Percentile | $124,733 | $10,394 | $2,399 | $60 |
| Average | $105,844 | $8,820 | $2,035 | $51 |
| 25th Percentile | $95,927 | $7,994 | $1,845 | $46 |
An entry-level Estate Planning Consultant with less than 1 year of experience earns about $101,848. With 1-2 years of experience, the average salary increases to $102,588. For 2-4 years of experience, the pay typically rises to $103,328. Senior-level professionals with 5-8 years of experience earn around $104,808, and those with over 8 years of experience can expect an average of $108,663.
| Levels | Salary |
|---|---|
| Entry Level Estate Planning Consultant | $101,848 |
| Intermediate Level Estate Planning Consultant | $102,588 |
| Senior Level Estate Planning Consultant | $103,328 |
| Specialist Level Estate Planning Consultant | $104,808 |
| Expert Level Estate Planning Consultant | $108,663 |
| Entry Level | 4% |
| Mid Level | 3% |
| Senior Level | 2% |
| Top Level | 1% |
| Experienced | 3% |
Salaries in the United States differ widely between states due to factors like cost of living, local economies, and industry presence.
What Am I Worth?
Salaries in the United States can vary greatly between cities due to factors like cost of living, local economies, and industry presence.
As of March 01, 2025, our research reveals a significant shift in Estate Planning Consultant compensation over the past six years. For example, the median salary increased from $119,084 in 2023 to approximately $118,908 in 2024. (For a detailed analysis of Estate Planning Consultant salary trends, click here.)
Key factors like location, experience, industry demand, and economic growth significantly influence salary variations, making them important to consider.
Salary.com job board provides millions of Estate Planning Consultant information for you to search for. Click on search button below to see Estate Planning Consultant job openings or enter a new job title here.
Here are companies hiring for Estate Planning Consultant and their salaries, click below for more details.
| Core Compensation | ||||
| Core Compensation | Median | % of Total | ||
| Base Salary | $105,844 | 73.2% | ||
| Bonus | $0 | 0.0% | ||
| Value of Benefits | ||||
| Core Compensation | Median | % of Total | ||
| Social Security | $8,097 | 5.6% | ||
| 401K/403B | $4,975 | 3.4% | ||
| Disability | $847 | 0.6% | ||
| Healthcare | $6,056 | 4.2% | ||
| Pension | $5,821 | 4.0% | ||
| Time Off | $13,027 | 9.0% | ||
| Total Compensation | $144,667 | 100% | ||
| Degree Level | % of user with this level of education |
|---|---|
| High School | 4.8% |
| Associates | 1.6% |
| Bachelors | 38.1% |
| Masters | 36.5% |
| Doctorate | 19.0% |
What Am I Worth?
The average annual salary of Estate Planning Consultant is $105,844. In case you are finding an easy salary calculator, the average hourly pay of Estate Planning Consultant is $51; the average weekly pay of Estate Planning Consultant is $2,035; the average monthly pay of Estate Planning Consultant is $8,820.
An Estate Planning Consultant'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, an Estate Planning Consultant earns the most in San Jose, CA, where the annual salary of an Estate Planning Consultant is $132,834.
The highest pay for Estate Planning Consultant is $141,930.
The lowest pay for Estate Planning Consultant is $86,898.
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.
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.
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.
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.
Accounting: Creating financial statements and reports based on the summary of financial and business transactions.
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