Assistant Financial Planner and Analyst Salary in the United States
How much does an Assistant Financial Planner and Analyst make in the United States?
As of July 01, 2026, the average salary for an Assistant Financial Planner and Analyst in the United States is $65,433 per year, which breaks down to an hourly rate of $31.
However, an Assistant Financial Planner and Analyst's salary can vary significantly. Here’s a look at the typical salary range:
Top Earners (90th percentile): $81,853
Majority Range (25th-75th percentile): $58,385 to $74,028
Key Factors That Influence Assistant Financial Planner and Analyst Salaries
An Assistant Financial Planner and Analyst'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 Assistant Financial Planner and Analyst Salaries?
Experience is a primary driver of an Assistant Financial Planner and Analyst'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:
Entry-Level (less than 1 year): $62,355
Early Career (1-2 years): $63,643
Mid-Level (2-4 years): $66,269
Senior-Level (5-8 years): $66,627
Expert (over 8 years): $67,224
Levels
Salary
Entry Level Assistant Financial Planner and Analyst
$62,355
Intermediate Level Assistant Financial Planner and Analyst
$63,643
Senior Level Assistant Financial Planner and Analyst
$66,269
Specialist Level Assistant Financial Planner and Analyst
$66,627
Expert Level Assistant Financial Planner and Analyst
$67,224
$62,3550 yr
$63,643< 2 yrs
$66,2692-4 yrs
$66,6275-8 yrs
$67,224> 8 yrs
View as Table
View as Graph
What Am I Worth?
How Do Assistant Financial Planner and Analyst 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 Assistant Financial Planner and Analysts.
For example, consider the average annual salaries in these key locations:
District of Columbia: $72,448.
California: $72,173.
Massachusetts: $71,211.
District of Columbia$72,448
California$72,173
Massachusetts$71,211
Washington$70,949
New Jersey$70,923
Alaska$70,831
Connecticut$69,928
New York$69,562
Hawaii$68,391
Rhode Island$67,841
Maryland$67,468
Minnesota$66,958
Colorado$66,761
Illinois$66,696
Oregon$66,447
Delaware$66,264
New Hampshire$66,149
Virginia$65,891
Pennsylvania$65,139
Nevada$64,759
North Dakota$64,635
Michigan$64,439
Wisconsin$64,367
Vermont$64,223
Texas$63,824
Maine$63,797
Arizona$63,758
Ohio$63,712
Georgia$63,110
Indiana$62,809
Wyoming$62,750
Utah$62,659
Iowa$62,620
Kansas$62,305
Louisiana$62,214
North Carolina$62,181
Missouri$62,168
Florida$61,913
Montana$61,775
Nebraska$61,645
Kentucky$61,573
South Carolina$61,311
Tennessee$61,147
Idaho$61,082
New Mexico$60,604
Oklahoma$60,500
Alabama$60,113
South Dakota$59,466
Arkansas$59,112
West Virginia$58,923
Mississippi$58,353
Top Paying Cities for Assistant Financial Planner and Analysts
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: $82,531
San Francisco: $81,627
Oakland: $79,907
San Jose, CA$82,531
San Francisco, CA$81,627
Oakland, CA$79,907
New York, NY$75,339
Paramus, NJ$74,423
Queens Village, NY$74,420
Passaic, NJ$74,358
Bergenfield, NJ$74,352
Stamford, CT$74,208
Huntington, NY$74,181
Newark, NJ$73,697
Bridgeport, CT$73,559
Vallejo, CA$73,429
New Brunswick, NJ$73,403
Petaluma, CA$73,364
Middlesex, NJ$73,239
Somerset, NJ$73,194
Santa Cruz, CA$73,109
Boston, MA$72,709
Monterey, CA$72,480
Seattle, WA$72,330
Santa Rosa, CA$72,317
Los Angeles, CA$72,297
Juneau, AK$72,127
Washington, DC$72,055
Orange, CA$71,822
Santa Ana, CA$71,649
Long Beach, CA$71,584
Anaheim, CA$71,571
Anchorage, AK$71,538
Santa Maria, CA$71,342
Everett, WA$71,329
Danbury, CT$71,098
Bremerton, WA$71,008
Tacoma, WA$70,773
New Suffolk, NY$70,771
Sacramento, CA$70,753
Santa Barbara, CA$70,681
Trenton, NJ$70,609
San Diego, CA$70,609
Brockton, MA$70,537
Fairbanks, AK$70,377
Lompoc, CA$70,210
Lowell, MA$70,157
Ventura, CA$70,144
Nashua, NH$70,131
Stockton, CA$70,125
Modesto, CA$69,647
Poughkeepsie, NY$69,503
Olympia, WA$69,379
Kennewick, WA$69,379
New Haven, CT$69,353
Lawrence, MA$69,117
Hartford, CT$69,052
Riverside, CA$69,039
New Bedford, MA$68,973
Richland, WA$68,973
Bakersfield, CA$68,882
San Bernardino, CA$68,855
New Britain, CT$68,849
Atlantic City, NJ$68,849
New London, CT$68,823
Norwich, CT$68,803
Portsmouth, NH$68,790
Boulder, CO$68,651
Portland, OR$68,561
Worcester, MA$68,554
Minneapolis, MN$68,352
Philadelphia, PA$68,260
Honolulu, HI$68,044
Saint Paul, MN$68,013
Vineland, NJ$67,998
Providence, RI$67,808
Chicago, IL$67,619
Bellingham, WA$67,540
Springfield, MA$67,488
Baltimore, MD$67,468
Chico, CA$67,305
Pittsfield, MA$67,128
Manchester, NH$67,004
Spokane, WA$66,716
Denver, CO$66,709
Albany, NY$66,402
Troy, NY$66,375
Nassau, NY$66,305
Schenectady, NY$66,238
Wilmington, DE$66,186
Burlington, VT$66,094
Salem, OR$66,068
Portland, ME$65,865
Yakima, WA$65,800
Rochester, MN$65,597
Reno, NV$65,564
Fresno, CA$65,564
Milwaukee, WI$65,505
Detroit, MI$65,440
Ann Arbor, MI$65,429
Allentown, PA$65,420
Colorado Springs, CO$65,309
Syracuse, NY$65,276
Carson City, NV$65,276
Houston, TX$65,185
Eugene, OR$65,152
Gary, IN$65,073
Springfield, OR$65,021
Bismarck, ND$65,008
Galveston, TX$64,962
Medford, OR$64,864
Fort Collins, CO$64,838
Concord, NH$64,805
Austin, TX$64,785
Mesa, AZ$64,648
Reading, PA$64,641
Phoenix, AZ$64,635
Dallas, TX$64,615
Saint Cloud, MN$64,552
Madison, WI$64,465
Utica, NY$64,288
Rochester, NY$64,183
Des Moines, IA$64,177
Raleigh, NC$64,170
Atlanta, GA$64,072
Battle Creek, MI$64,053
Salt Lake City, UT$64,033
Lancaster, PA$63,935
Harrisburg, PA$63,843
Kansas City, MO$63,778
Champaign, IL$63,765
Kansas City, KS$63,765
Fort Worth, TX$63,758
Columbus, OH$63,747
Boca Raton, FL$63,732
Pittsburgh, PA$63,706
Richmond, VA$63,680
Indianapolis, IN$63,667
Cleveland, OH$63,660
Las Vegas, NV$63,581
Cincinnati, OH$63,581
Petersburg, VA$63,483
Huntsville, AL$63,385
Lansing, MI$63,341
Lebanon, PA$63,333
Pueblo, CO$63,326
Appleton, WI$63,307
Buffalo, NY$63,280
Dayton, OH$63,261
Racine, WI$63,248
Charlotte, NC$63,241
Saint Louis, MO$63,222
York, PA$63,182
Elkhart, IN$63,182
Gastonia, NC$63,170
Billings, MT$63,154
Beaumont, TX$63,136
Lorain, OH$63,123
Benton Harbor, MI$63,110
Toledo, OH$63,097
Binghamton, NY$63,065
Rock Hill, SC$63,058
Rockford, IL$63,025
Springfield, IL$62,999
Elyria, OH$62,993
Fargo, ND$62,993
Flagstaff, AZ$62,947
Fort Lauderdale, FL$62,907
Duluth, MN$62,868
Miami, FL$62,868
Cheyenne, WY$62,822
Grand Forks, ND$62,822
Bangor, ME$62,678
Cedar Rapids, IA$62,606
Durham, NC$62,579
Louisville, KY$62,574
Grand Rapids, MI$62,561
Hialeah, FL$62,554
Casper, WY$62,463
Scranton, PA$62,384
New Orleans, LA$62,364
Virginia Beach, VA$62,358
Akron, OH$62,325
Peoria, IL$62,240
Sarasota, FL$62,227
Nashville, TN$62,181
Omaha, NE$62,181
Green Bay, WI$62,181
Baton Rouge, LA$62,148
Charleston, SC$62,135
Jamestown, NY$62,103
Davenport, IA$62,103
Tucson, AZ$62,070
Saint Petersburg, FL$62,031
Tampa, FL$62,018
Evansville, IN$61,978
Port Arthur, TX$61,978
Bradenton, FL$61,952
Santa Fe, NM$61,834
Orlando, FL$61,717
Clearwater, FL$61,697
Canton, OH$61,560
La Crosse, WI$61,560
Albuquerque, NM$61,520
Newport News, VA$61,514
High Point, NC$61,494
Ogden, UT$61,468
Corpus Christi, TX$61,416
Norfolk, VA$61,376
Laramie, WY$61,376
Rock Island, IL$61,337
Saginaw, MI$61,324
Jacksonville, FL$61,317
Salisbury, NC$61,304
Boise, ID$61,291
Moline, IL$61,259
Fort Myers, FL$61,239
Memphis, TN$61,226
Tulsa, OK$61,193
Waterloo, IA$61,154
Spartanburg, SC$61,088
Lincoln, NE$61,056
Fort Wayne, IN$61,043
Provo, UT$61,036
Cedar Falls, IA$60,958
San Antonio, TX$60,931
Greensboro, NC$60,905
South Bend, IN$60,899
Savannah, GA$60,827
Muskegon, MI$60,801
Birmingham, AL$60,794
Winston Salem, NC$60,762
Lake Charles, LA$60,604
Anderson, IN$60,591
Lexington, KY$60,572
Augusta, GA$60,552
Greenville, SC$60,552
Lima, OH$60,500
Wichita, KS$60,493
Tuscaloosa, AL$60,493
Columbia, SC$60,434
Springfield, OH$60,421
Asheville, NC$60,316
Bloomington, IN$60,271
Knoxville, TN$60,035
Shreveport, LA$60,028
Wilmington, NC$59,943
Roanoke, VA$59,943
Topeka, KS$59,826
Frankfort, KY$59,818
Oklahoma City, OK$59,773
Chillicothe, OH$59,747
Longview, TX$59,741
Melbourne, FL$59,734
Sioux Falls, SD$59,629
Mobile, AL$59,623
Terre Haute, IN$59,597
Altoona, PA$59,557
Amarillo, TX$59,511
Killeen, TX$59,492
Fayetteville, AR$59,440
Chattanooga, TN$59,420
Sioux City, IA$59,361
Idaho Falls, ID$59,348
Lynchburg, VA$59,296
Gainesville, FL$59,211
Portsmouth, OH$59,178
Little Rock, AR$59,165
Lafayette, LA$59,139
Youngstown, OH$59,139
Daytona Beach, FL$59,099
Clarksville, TN$59,093
Pensacola, FL$59,086
Temple, TX$59,082
Hopkinsville, KY$58,890
Erie, PA$58,877
Florence, SC$58,851
Charleston, WV$58,746
Great Falls, MT$58,713
Macon, GA$58,622
Tallahassee, FL$58,615
Fayetteville, NC$58,602
Waco, TX$58,589
Helena, MT$58,543
Pine Bluff, AR$58,518
Vincennes, IN$58,438
Lubbock, TX$58,412
Alamogordo, NM$58,373
Twin Falls, ID$58,314
Rapid City, SD$58,294
Jackson, MS$58,177
Huntington, WV$58,172
Greenville, MS$58,170
Parkersburg, WV$58,103
Montgomery, AL$58,092
Wichita Falls, TX$58,026
Springfield, MO$58,026
Biloxi, MS$57,993
Monroe, LA$57,928
Johnstown, PA$57,882
Sumter, SC$57,856
Columbus, GA$57,849
Pascagoula, MS$57,725
Abilene, TX$57,725
Kingsport, TN$57,555
Albany, GA$57,555
Gulfport, MS$57,535
Alexandria, LA$57,319
Fort Smith, AR$57,156
El Paso, TX$56,979
Las Cruces, NM$56,685
Harlingen, TX$56,519
Pocatello, ID$56,508
Florence, AL$56,423
Brownsville, TX$56,410
Mcallen, TX$56,273
Dothan, AL$56,181
Columbus, MS$55,792
Altus, OK$55,487
Lawton, OK$55,363
Pierre, SD$55,127
What Skills Can Increase an Assistant Financial Planner and Analyst's Salary?
Demanded Skills for the Role:
Customer Service (Mentioned in 6.77% Job Postings): Customer service is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees "who can adjust themselves to the personality of the guest". Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback. From the point of view of an overall sales process engineering effort, customer service plays an important role in an organization's ability to generate income and revenue. From that perspective, customer service should be included as part of an overall approach to systematic improvement. One good customer service experience can change the entire perception a customer holds towards the organization.
Packaging (Mentioned in 2.26% Job Postings): Preparing products through wrapping or bottling to protect the goods from damages during transportation and storage.
Digital Marketing (Mentioned in 1.63% Job Postings): Digital marketing is the marketing of products or services using digital technologies, mainly on the Internet, but also including mobile phones, display advertising, and any other digital medium. Digital marketing's development since the 1990s and 2000s has changed the way brands and businesses use technology for marketing. As digital platforms are increasingly incorporated into marketing plans and everyday life, and as people use digital devices instead of visiting physical shops, digital marketing campaigns are becoming more prevalent and efficient. Digital marketing methods such as search engine optimization (SEO), search engine marketing (SEM), content marketing, influencer marketing, content automation, campaign marketing, data-driven marketing, e-commerce marketing, social media marketing, social media optimization, e-mail direct marketing, Display advertising, e–books, and optical disks and games are becoming more common in our advancing technology. In fact, digital marketing now extends to non-Internet channels that provide digital media, such as mobile phones (SMS and MMS), callback, and on-hold mobile ring tones. In essence, this extension to non-Internet channels helps to differentiate digital marketing from online marketing, another catch-all term for the marketing methods mentioned above, which strictly occur online.
See More Skills
Skills
Demand Percentage
Customer Service
6.77%
Packaging
2.26%
Digital Marketing
1.63%
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 Assistant Financial Planner and Analyst's salary.
Project Management: Can increase your salary by up to 17%.
Team Operations: Can increase your salary by up to 14%.
Onboarding: Can increase your salary by up to 12%.
Skill
Salary
Salary % Increase
Project Management
$76,557
17%
Team Operations
$74,594
14%
Onboarding
$73,285
12%
Account Management
$71,977
10%
Critical Thinking
$71,322
9%
Presentation
$70,668
8%
Get Latest Data
Assistant Financial Planner and Analyst Salary by Industry: Top Paying Sectors
For Assistant Financial Planner and Analyst 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, Edu., Gov't. & Nonprofit,
offers compensation 10% above the average. Conversely,
Assistant Financial Planner and Analyst positions in Business Services typically offer lower base pay,
as this sector often view Assistant Financial Planner and Analyst as a support function rather than a direct revenue driver.
The top paying industry for an Assistant Financial Planner and Analyst
Industry Sector
Average Annual Salary
Average Hourly Rate
Pay vs.Avg
Edu., Gov't. & Nonprofit
$71,977
$35.0
10%
How Education impacts an Assistant Financial Planner and Analyst's Salary?
Your level of education can impact your salary potential.
While many Assistant Financial Planner and Analysts enter the field with a Associate'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 an Assistant Financial Planner and Analyst with a Associate's Degree is between
$55,568
and $61,849).
Assistant Financial Planner and Analyst Salaries by Degree Level
Typical Education for Assistant Financial Planner and Analyst
No Diploma0.7%
High School16.1%
Associates13.0%
Bachelors59.6%
Masters10.6%
Doctorate0.0%
view as table
Degree Level
% of user with this level of education
No Diploma
0.7%
High School
16.1%
Associates
13.0%
Bachelors
59.6%
Masters
10.6%
Doctorate
0.0%
view as graph
Assistant Financial Planner and Analyst Salary: Hourly Rate, Weekly Pay, and Monthly Pay
Understanding how an Assistant Financial Planner and Analyst'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.
Hourly
Monthly
Weekly
Yearly
Table View
Last Updated on July 01, 2026
$58,385
Average$65,433/year
$74,028
$4,865
Average$5,453/month
$6,169
$1,123
Average$1,258/week
$1,424
$28
Average$31/hour
$36
Annual Salary
Monthly Pay
Weekly Pay
Hourly Wage
75th Percentile
$74,028
$6,169
$1,424
$36
Average
$65,433
$5,453
$1,258
$31
25th Percentile
$58,385
$4,865
$1,123
$28
Salaries of jobs related to Assistant Financial Planner and Analyst
Salary Trends for Assistant Financial Planner and Analyst
Salaries for an Assistant Financial Planner and Analyst can change over time,
reflecting shifts in market demand and the overall economy.
The median salary decreased from $66,350 in 2023
to around $64,720 in 2025,
reflecting changes in demand, location, experience, and the wider economy.
For a detailed analysis of Assistant Financial Planner and Analyst salary trends,
.
Average Annual Salary of Assistant Financial Planner and Analyst Over Time
2022
$???
2023
$66,350
2024
$65,231
2025
$64,720
2026
$???
2027
$???
Year
Average Annual Salary
2022
View More
2023
$66,350
2024
$65,231
2025
$64,720
2026
View More
2027
View More
Most common benefits for Assistant Financial Planner and Analyst
Social Security
401(k)
Disability
Healthcare
Pension
Time Off (days)
For Employers
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Common company salaries for Assistant Financial Planner and Analyst
Here are companies hiring for Assistant Financial Planner and Analyst and their salaries, click below for more details.
K
$114,295/per year
Kpmg Us LLP
Business Services
the United States
W
$114,096/per year
Warner Bros Discovery
Business Services
the United States
D
$111,927/per year
Dentsu International Ltd
Business Services
the United States
G
$111,873/per year
GroupM Worldwide Inc
Business Services
the United States
C
$111,651/per year
CoWorx Staffing
Business Services
the United States
C
$110,194/per year
Contemporary Services Corp
Business Services
the United States
S
$107,128/per year
Showcase Cinemas
Business Services
the United States
A
$106,429/per year
Amentum Services Inc
Business Services
the United States
A
$106,199/per year
Allied Universal Security Services LLC
Business Services
the United States
S
$106,104/per year
Sodexo USA
Business Services
the United States
J
$105,192/per year
JLL Technologies
Business Services
the United States
I
$104,478/per year
Intact Insurance Group USA LLC
Business Services
the United States
N
$101,619/per year
NielsenIQ
Business Services
the United States
T
$101,470/per year
The Leading Edge Alliance
Business Services
the United States
H
$101,308/per year
Honeywell UOP
Business Services
the United States
R
$97,720/per year
Reeve & Associates
Business Services
the United States
M
$97,584/per year
ManpowerGroup Global Inc
Business Services
the United States
F
$95,980/per year
Financial Sys Nco
Business Services
the United States
A
$95,314/per year
Arrow Global Ltd
Business Services
the United States
C
$94,777/per year
CarMax Enterprise Services LLC
Business Services
the United States
D
$94,479/per year
DZConneX
Business Services
the United States
A
$93,802/per year
Adecco Staffing, USA
Business Services
the United States
R
$92,937/per year
Resource MFG
Business Services
the United States
Z
$92,774/per year
Zachry Brands Inc
Business Services
the United States
G
$88,138/per year
Greystar Worldwide LLC
Business Services
the United States
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