Financial Planner Assistant Salaries in the United States
How Much Does a Financial Planner Assistant Make?
Updated April 01, 2025
As of April 01, 2025,
the average annual pay of Financial Planner Assistant in the United States is $61,036.
While Salary.com is seeing that Financial Planner Assistant salary in the US can go up to $73,476
or down to $36,636, but most earn between $48,264 and $67,548.
Salary ranges can vary widely depending on many important factors,
including education, certifications, additional skills, and your experience levels.
With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.
Related Job Titles to Financial Planner Assistant
Facing Salary Structure Challenges? Let Our Expert Guide You
The job market is increasingly challenging. Our whitepaper, Navigating the Challenges of Creating Salary Structures, offers guidance on creating salary structures. Provide your phone number and work email to download the full version.
We will handle your contact details in line with our Privacy Policy.
If you prefer not to receive marketing emails from Salary.com, you can opt-out out of marketing communications at any time by clicking unsubscribe.
Choose a prefer time
Choose Your Preferred Time
All times are listed as US Eastern time (Boston/New York)
-
9:00 AM-9:30 AM
-
9:30 AM-10:00 AM
-
10:00 AM-10:30 AM
-
10:30 AM-11:00 AM
-
11:00 AM-11:30 AM
-
11:30 AM-12:00 PM
-
12:00 PM-12:30 PM
-
12:30 PM-1:00 PM
-
1:00 PM-1:30 PM
-
1:30 PM-2:00 PM
-
2:00 PM-2:30 PM
-
2:30 PM-3:00 PM
-
3:00 PM-3:30 PM
-
3:30 PM-4:00 PM
-
4:00 PM-4:30 PM
-
4:30 PM-5:00 PM
-
5:00 PM-5:30 PM
-
5:30 PM-6:00 PM
-
6:00 PM-6:30 PM
-
6:30 PM-7:00 PM
-
7:00 PM-7:30 PM
-
7:30 PM-8:00 PM
Similar Job Salaries to Financial Planner Assistant by Company
Loading results...
| Company | average base salary in (usd) | range |
|---|---|---|
|
Milestone Wealth Design
Assistant Financial Planner
|
$78,993/yr
|
RANGE: $70,863 - $87,124
|
|
Innovative Advisors Inc
Assistant Financial Planner
|
$80,152/yr
|
RANGE: $71,383 - $88,920
|
|
Snelling - Birmingham
Financial Planner
|
$93,812/yr
|
RANGE: $84,495 - $103,129
|
|
gpac
Financial Planner
|
$77,868/yr
|
RANGE: $69,737 - $86,000
|
|
Cityview Helicopter Tours
Financial Planner
|
$67,106/yr
|
RANGE: $59,952 - $74,260
|
|
Modern Woodmen
Financial Planner
|
$79,751/yr
|
RANGE: $71,416 - $88,086
|
|
ITS - Integrated Talent Strategies
Financial Planner
|
$75,865/yr
|
RANGE: $67,562 - $84,168
|
|
Fidelity Investments
Financial Planner
|
$78,532/yr
|
RANGE: $69,937 - $87,127
|
What Does a Financial Planner Assistant Do?
Candidates post completing the CFP certification course program and becoming a Certified Financial Planner can pursue other popular certification courses such as.
Updated December 21, 2021
A financial planner helps clients create personal budgets, control expenditures, set goals for saving, and implement strategies for accumulating wealth.
Updated December 20, 2021
Certified Financial Planner or CFP is offered by the Financial Planning Standards Board (FPSB) in financial planning.
Updated December 19, 2021
If you are thinking of becoming a Financial Advisor Assistant or planning the next step in your career, find details about.
Updated December 18, 2021
Supervisory roles involve the supervision of financial planners who deliver personal financial planning services to a client, such as a sales manager or coaching role.
Updated December 18, 2021
Empower Your Talent Strategy with Salary.com's Skills Library.
Struggling with Managing Your Job Descriptions?
View Job Skills and Competency Data for more than 15,000 Job Titles, 18 Industries, and 26 Job Families.
Skills LibraryOur job description management tool- JobArchitect streamlines your job description process. Say goodbye to the hassle of crafting job descriptions.
Explore JobArchitectFrequently Asked Questions About a Financial Planner Assistant Salaries
What is the average of a Financial Planner Assistant in the United States?
The Financial Planner Assistant salary range is from $48,264 to $67,548, and the average Financial Planner Assistant salary is $61,036/year in the United States.
The Financial Planner Assistant's salary will change in different locations.
Which location pays the highest Financial Planner Assistant salary in the United States?
The Financial Planner Assistant salary in San Jose, CA is $76,984
which is the highest in the US.
What kinds of reasons will influence the Financial Planner Assistant's salary?
Besides the location, employees' education degree, related skills, and work experience also will influence the salary.
Try to improve your skills and experience to get a higher salary for the position of Financial Planner Assistant.
What is the growth rate of the Financial Planner Assistant's salary?
If you are thinking of becoming a Financial Planner Assistant or planning the next step in your career, find the detailed salary report of a Financial Planner Assistant.
Recent Salary Report
Below are the most recent Financial Planner Assistant salary reports. Employer name has been removed to protect anonymity.
$5,443
Monthly
A Financial Planner Assistant in Methuen, MA reported making $5,443 per month
Methuen, MA
1,000 - 3,000 employees
Full-Time
Company - Public
$72,785
Yearly
A Financial Planner Assistant in Peabody, MA reported making $72,785 per year
Peabody, MA
200 - 6 employees
Full-Time
Company - Private
$28
Hourly
A Financial Planner Assistant in Flint, MI reported making $28 per hour
Flint, MI
3,000 - 7,6 employees
Part-Time
Company - Public
$68,420
Yearly
A Financial Planner Assistant in Camden, NJ reported making $68,420 per year
Camden, NJ
100 - 200 employees
Full-Time
Company - Private
$27
Hourly
A Financial Planner Assistant in Newark, NJ reported making $27 per hour
Newark, NJ
7,6 - 15,000 employees
Part-Time
Company - Public
$62,892
Yearly
A Financial Planner Assistant in Blue Springs, MO reported making $62,892 per year
Blue Springs, MO
6 - 1,000 employees
Full-Time
Company - Private
