Financial Planning Specialist Salaries in the United States
How Much Does a Financial Planning Specialist Make?
Updated March 26, 2024
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SELECT STATE
Select State
- Alaska
- Alabama
- Arkansas
- Arizona
- California
- Colorado
- Connecticut
- District of Columbia
- Delaware
- Florida
- Georgia
- Hawaii
- Iowa
- Idaho
- Illinois
- Indiana
- Kansas
- Kentucky
- Louisiana
- Massachusetts
- Maryland
- Maine
- Michigan
- Minnesota
- Missouri
- Mississippi
- Montana
- North Carolina
- North Dakota
- Nebraska
- New Hampshire
- New Jersey
- New Mexico
- Nevada
- New York
- Ohio
- Oklahoma
- Oregon
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- Virginia
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Individually reported data submitted by users of our website
Normal Confidence
$78,850/yr
Average Base Pay
Low $70,707
Average $78,850
High $87,605
The average salary for Financial Planning Specialist is $78,850 per year in the United States.
Related Job Titles to Financial Planning Specialist
Similar Job Salaries to Financial Planning Specialist by Company
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| Company | average base salary in (usd) | range |
|---|---|---|
|
Altfest Personal Wealth Management
Financial Planning Specialist
|
$193,002/yr
|
RANGE: $177,011 - $208,992
|
|
MS Companies
Financial Planning & Analysis (FP&A) Specialist
|
$123,967/yr
|
RANGE: $104,151 - $143,782
|
|
PYA, P.C.
PYA Waltman Financial Planning Support Specialist
|
$129,319/yr
|
RANGE: $118,294 - $140,344
|
|
K. Hovnanian Companies, LLC
Financial Planning Specialist (Plus Accounting Experience)
|
$81,941/yr
|
RANGE: $72,599 - $91,283
|
|
Hotwire Communications
Senior Financial Analyst -Financial Planning
|
$88,850/yr
|
RANGE: $79,468 - $98,232
|
|
ADELANTE HEALTHCARE INC
Financial Planning and Analysis Manager
|
$137,668/yr
|
RANGE: $116,197 - $159,140
|
|
J&E Companies
Financial Planning and Analysis Manager
|
$202,376/yr
|
RANGE: $167,258 - $237,493
|
|
SageSpring Wealth Partners
Financial Planning Professional
|
$261,378/yr
|
RANGE: $235,705 - $287,051
|
|
Columbia Hospitality Inc
Financial Reporting and Planning Manager
|
$188,515/yr
|
RANGE: $157,371 - $219,659
|
|
Cadence Wealth Management Solutions
Financial Planning Assistant
|
$267,904/yr
|
RANGE: $240,755 - $295,054
|
What Does a Financial Planning Specialist Do?
(AICPA) established the Personal Financial Specialist (PFS) credential, which is reserved for CPAs, meaning holding a CPA is a prerequisite.
Updated December 21, 2021
Adding CA Financial Planning Specialist under your name on correspondence and marketing collateral sets you apart from the rest.
Updated December 21, 2021
A certified divorce financial analyst (CDFA) uses knowledge of tax law, asset distribution, and financial planning to facilitate divorce settlements.
Updated December 20, 2021
As a CA Financial Planning Specialist, your official accreditation demonstrates to clients your skills, knowledge and experience in providing financial advice.
Updated December 20, 2021
Sets out mandatory requirements and guidance for members engaged in the provision of financial planning advice.
Updated December 18, 2021
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Explore JobArchitectFrequently Asked Questions About a Financial Planning Specialist Salaries
What is the average of a Financial Planning Specialist in the United States?
The Financial Planning Specialist salary range is from $70,707 to $87,605, and the average Financial Planning Specialist salary is $78,850/year in the United States.
The Financial Planning Specialist's salary will change in different locations.
Which location pays the highest Financial Planning Specialist salary in the United States?
The Financial Planning Specialist salary in San Jose, CA is $98,957
which is the highest in the US.
What kinds of reasons will influence the Financial Planning Specialist'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 Planning Specialist.
What is the growth rate of the Financial Planning Specialist's salary?
If you are thinking of becoming a Financial Planning Specialist or planning the next step in your career, find the detailed salary report of a Financial Planning Specialist.
Recent Salary Report
Below are the most recent Financial Planning Specialist salary reports. Employer name has been removed to protect anonymity.
$66,183
Yearly
A Financial Planning Specialist in Saginaw, MI reported making $66,183 per year
Saginaw, MI
200 - 6 employees
Full-Time
Company - Private
$68,671
Yearly
A Financial Planning Specialist in Hickory, NC reported making $68,671 per year
Hickory, NC
100 - 200 employees
Full-Time
Company - Private
$32
Hourly
A Financial Planning Specialist in Orlando, FL reported making $32 per hour
Orlando, FL
7,6 - 15,000 employees
Part-Time
Company - Public
$6,184
Monthly
A Financial Planning Specialist in Philadelphia, PA reported making $6,184 per month
Philadelphia, PA
1,000 - 3,000 employees
Full-Time
Company - Public
$46
Hourly
A Financial Planning Specialist in Tuscaloosa, AL reported making $46 per hour
Tuscaloosa, AL
3,000 - 7,6 employees
Part-Time
Company - Public
$68,219
Yearly
A Financial Planning Specialist in Saint Paul, MN reported making $68,219 per year
Saint Paul, MN
6 - 1,000 employees
Full-Time
Company - Private
