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Wealth Planner Salary in the United States

How much does a Wealth Planner make in the United States?

As of September 01, 2026, the average salary for a Wealth Planner in the United States is $78,995 per year, which breaks down to an hourly rate of $38.

However, a Wealth Planner's salary can vary significantly. Here’s a look at the typical salary range:

  • Top Earners (90th percentile): $90,288
  • Majority Range (25th-75th percentile): $73,331 to $84,906
  • Entry-Level (10th percentile): $68,174
Salary Factors Salary-Boosting Skills Salary by Experience Related Job Salaries Top Paying Cities Explore Related Jobs

Key Factors That Influence Wealth Planner Salaries

A Wealth Planner'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 Wealth Planner Salaries?

Experience is a primary driver of a Wealth Planner'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): $67,415
  • Early Career (1-2 years): $79,388
  • Mid-Level (2-4 years): $95,148
  • Senior-Level (5-8 years): $114,704
  • Expert (over 8 years): $147,932
Levels Salary
Financial... Level Wealth Planner$67,415
Wealth Pl... Level Wealth Planner$79,388
Financial... Level Wealth Planner$95,148
Financial... Level Wealth Planner$114,704
Financial... Level Wealth Planner$147,932
View as Graph

How Do Wealth Planner 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 Wealth Planners. For example, consider the average annual salaries in these key locations:
  • District of Columbia: $87,463.
  • California: $87,131.
  • Massachusetts: $85,970.

Top Paying Cities for Wealth Planners

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: $99,636
  • San Francisco: $98,545
  • Oakland: $96,468

What Skills Can Increase a Wealth Planner's Salary?

Demanded Skills for the Role:

  • Analysis (Mentioned in 16.33% Job Postings): Analysis is the process of considering something carefully or using statistical methods in order to understand it or explain it.
  • Financial Planning (Mentioned in 1.61% Job Postings): In general usage, a financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans. This often includes a budget which organizes an individual's finances and sometimes includes a series of steps or specific goals for spending and saving in the future. This plan allocates future income to various types of expenses, such as rent or utilities, and also reserves some income for short-term and long-term savings. A financial plan is sometimes referred to as an investment plan, but in personal finance a financial plan can focus on other specific areas such as risk management, estates, college, or retirement.
  • CPA (Mentioned in 1.05% Job Postings): A CPA, or Certified Public Accountant, is a trusted financial advisor who helps individuals, businesses, and other organizations plan and reach their financial goals.
Skills Demand Percentage
Analysis 16.33%
Financial Planning 1.61%
CPA 1.05%
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 a Wealth Planner's salary.

  • Consulting: Can increase your salary by up to 6%.
  • Insight: Can increase your salary by up to 4%.
  • Project Management: Can increase your salary by up to 4%.
Skill Salary Salary % Increase
Consulting $83,734
6%
Insight $82,154
4%
Project Management $82,154
4%
Get Latest Data

Wealth Planner Salary by Industry: Top Paying Sectors

For Wealth Planner roles, the industry you choose can affect earning potential by as much as 10% (the gap between the highest and lowest paying industries). Data shows that the Aerospace & Defense and Business Services sectors offer the strongest compensation, at 5% above the average. In contrast, Wealth Planner positions in Transportation or Software & Networking typically offer lower base pay, as these industries often view Wealth Planner as a support function rather than a direct revenue driver.

The top paying industries for a Wealth Planner

Industry Sector Average Annual Salary Average Hourly Rate Pay vs.Avg
Aerospace & Defense$82,944$40.05%
Business Services$82,944$40.05%
Construction$82,944$40.05%
Energy & Utilities$82,944$40.05%
Healthcare$82,944$40.05%

How Education impacts a Wealth Planner's Salary?

Your level of education can impact your salary potential. While many Wealth Planners enter the field with a Bachelor'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 a Wealth Planner with a Bachelor's Degree is between $77,760 and $82,194).

Wealth Planner Salaries by Degree Level

Typical Education for Wealth Planner
Degree Level % of user with this level of education
No Diploma 1.4%
High School 1.4%
Associates 1.5%
Bachelors 52.3%
Masters 44.3%
Doctorate 0.5%
View as Graph

Wealth Planner Salary: Hourly Rate, Weekly Pay, and Monthly Pay

Understanding how a Wealth Planner'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 September 01, 2026
$73,331
Average $78,995/year
$84,906
$6,111
Average $6,583/month
$7,075
$1,410
Average $1,519/week
$1,633
$35
Average $38/hour
$41
Annual Salary Monthly Pay Weekly Pay Hourly Wage
75th Percentile $84,906 $7,075 $1,633 $41
Average $78,995 $6,583 $1,519 $38
25th Percentile $73,331 $6,111 $1,410 $35

Most common benefits for Wealth Planner

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

Common company salaries for Wealth Planner

Here are companies hiring for Wealth Planner and their salaries, click below for more details.

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FAQ about Wealth Planner

1. What industry pays the highest salary for Wealth Planner?

The Aerospace & Defense industry offers the highest average compensation for Wealth Planner roles, with salaries approximately 5% above the market median.

Where Does Our Salary Data Come From?

Salary.com provides salary estimates, histograms, trends, and comparisons using data from employer job postings and third-party sources.

We offer detailed salary information across multiple percentiles for your reference. (Click here to learn Why the Salary Midpoint Formula Is Crucial for Achieving Pay Equity.)

With the most extensive online, real-time compensation data available, Salary.com helps you pinpoint your exact pay target.

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