What are the main factors that influence a Wealth Planner's salary?

The primary factors are: 1) Experience Level, 2) Geographic Location, 3) Education/Skills, 4) Company Size & Industry

How does experience change A Wealth Planner's salary?

A Wealth Planner's salary grows with experience: a Financial Planning Analyst I (0-2 years)earns $67,420, a Wealth Planner (2-4 years)earns $79,391, a Financial Planning Analyst III (4-7 years)earns $95,148, a Financial Planning Analyst IV (7+ years)earns $114,702, a Financial Planning Analyst V (7-10 years)earns $147,948,

What are the highest paying states for a Wealth Planner?

Wealth Planner salary varies significantly by state. The top 3 highest paying states for Wealth Planner roles are District of Columbia $87,466, California $87,134, Massachusetts $85,973. These tech hubs typically pay 10-15% above the national average.

How much do different types of Wealth Planner roles make?

Salaries for Wealth Planner level roles vary by specialization: Wealth Management Advising Director: $218,700; Wealth Manager: $144,601; Wealth Management Advisor IV: $108,020; Wealth Analyst: $91,340; Wealth Consultant: $90,274.

How do different companies affect a Wealth Planner's salary?

Company size, industry, and compensation structure create significant salary variations for Wealth Planner roles. Large, established industry leaders like C R Bard Inc ($128,509) and Henry Schein Canada ($124,697) offer base salaries 35-40% above the national average. In contrast, smaller firms or startups may offer closer to $82,041.

Wealth Planner Salary in the United States

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

As of June 01, 2026, the average salary for a Wealth Planner in the United States is $78,997 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): $90,297
Majority Range (25th-75th percentile): $73,332 to $84,912
Entry-Level (10th percentile): $68,173

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Wealth Planner Salaries by Percentile

	Annual Salary	Monthly Pay	Weekly Pay	Hourly Wage
75th Percentile	$84,912	$7,076	$1,633	$41
Average	$78,997	$6,583	$1,519	$38
25th Percentile	$73,332	$6,111	$1,410	$35

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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): $67,420
Early Career (1-2 years): $79,391
Mid-Level (2-4 years): $95,148
Senior-Level (5-8 years): $114,702
Expert (over 8 years): $147,948

Levels	Salary
Financial... Level Wealth Planner	$67,420
Wealth Pl... Level Wealth Planner	$79,391
Financial... Level Wealth Planner	$95,148
Financial... Level Wealth Planner	$114,702
Financial... Level Wealth Planner	$147,948

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What Am I Worth?

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: $87,466.
California: $87,134.
Massachusetts: $85,973.

District of Columbia $87,466 California $87,134 Massachusetts $85,973 Washington $85,657 New Jersey $85,625 Alaska $85,515 Connecticut $84,425 New York $83,982

Hawaii $82,568 Rhode Island $81,905 Maryland $81,454 Minnesota $80,838 Colorado $80,601 Illinois $80,522 Oregon $80,222 Delaware $80,001

New Hampshire $79,862 Virginia $79,550 Pennsylvania $78,642 Nevada $78,184 North Dakota $78,034 Michigan $77,797 Wisconsin $77,710 Vermont $77,536

Texas $77,054 Maine $77,022 Arizona $76,975 Ohio $76,920 Georgia $76,193 Indiana $75,830 Wyoming $75,759 Utah $75,648

Iowa $75,601 Kansas $75,221 Louisiana $75,111 North Carolina $75,071 Missouri $75,055 Florida $74,747 Montana $74,581 Nebraska $74,423

Kentucky $74,337 South Carolina $74,021 Tennessee $73,823 Idaho $73,744 New Mexico $73,167 Oklahoma $73,041 Alabama $72,575 South Dakota $71,793

Arkansas $71,366 West Virginia $71,137 Mississippi $70,450

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: $99,639
San Francisco: $98,548
Oakland: $96,472

San Jose, CA $99,639

San Francisco, CA $98,548

Oakland, CA $96,472

New York, NY $90,957

Paramus, NJ $89,851

Queens Village, NY $89,847

Passaic, NJ $89,772

Bergenfield, NJ $89,765

Stamford, CT $89,591

Huntington, NY $89,559

Newark, NJ $88,975

Bridgeport, CT $88,808

Vallejo, CA $88,651

New Brunswick, NJ $88,619

Petaluma, CA $88,572

Middlesex, NJ $88,422

Somerset, NJ $88,366

Santa Cruz, CA $88,264

Boston, MA $87,782

Monterey, CA $87,505

Seattle, WA $87,324

Santa Rosa, CA $87,308

Los Angeles, CA $87,284

Juneau, AK $87,079

Washington, DC $86,992

Orange, CA $86,711

Santa Ana, CA $86,502

Long Beach, CA $86,423

Anaheim, CA $86,407

Anchorage, AK $86,368

Santa Maria, CA $86,131

Everett, WA $86,115

Danbury, CT $85,837

Bremerton, WA $85,728

Tacoma, WA $85,444

New Suffolk, NY $85,442

Sacramento, CA $85,420

Santa Barbara, CA $85,333

Trenton, NJ $85,246

San Diego, CA $85,246

Brockton, MA $85,159

Fairbanks, AK $84,966

Lompoc, CA $84,764

Lowell, MA $84,700

Ventura, CA $84,685

Nashua, NH $84,669

Stockton, CA $84,662

Modesto, CA $84,085

Poughkeepsie, NY $83,911

Olympia, WA $83,761

Kennewick, WA $83,761

New Haven, CT $83,729

Lawrence, MA $83,445

Hartford, CT $83,366

Riverside, CA $83,350

New Bedford, MA $83,271

Richland, WA $83,271

Bakersfield, CA $83,161

San Bernardino, CA $83,129

New Britain, CT $83,121

Atlantic City, NJ $83,121

New London, CT $83,089

Norwich, CT $83,066

Portsmouth, NH $83,050

Boulder, CO $82,882

Portland, OR $82,773

Worcester, MA $82,766

Minneapolis, MN $82,521

Philadelphia, PA $82,410

Honolulu, HI $82,149

Saint Paul, MN $82,111

Vineland, NJ $82,094

Providence, RI $81,865

Chicago, IL $81,636

Bellingham, WA $81,541

Springfield, MA $81,478

Baltimore, MD $81,454

Chico, CA $81,257

Pittsfield, MA $81,043

Manchester, NH $80,893

Spokane, WA $80,546

Denver, CO $80,538

Albany, NY $80,167

Troy, NY $80,135

Nassau, NY $80,050

Schenectady, NY $79,969

Wilmington, DE $79,906

Burlington, VT $79,795

Salem, OR $79,764

Portland, ME $79,519

Yakima, WA $79,440

Rochester, MN $79,195

Reno, NV $79,155

Fresno, CA $79,155

Milwaukee, WI $79,084

Detroit, MI $79,005

Ann Arbor, MI $78,992

Allentown, PA $78,982

Colorado Springs, CO $78,847

Syracuse, NY $78,808

Carson City, NV $78,808

Houston, TX $78,697

Eugene, OR $78,658

Gary, IN $78,563

Springfield, OR $78,500

Bismarck, ND $78,484

Galveston, TX $78,429

Medford, OR $78,310

Fort Collins, CO $78,279

Concord, NH $78,239

Austin, TX $78,215

Mesa, AZ $78,049

Reading, PA $78,042

Phoenix, AZ $78,034

Dallas, TX $78,010

Saint Cloud, MN $77,934

Madison, WI $77,828

Utica, NY $77,615

Rochester, NY $77,489

Des Moines, IA $77,481

Raleigh, NC $77,473

Atlanta, GA $77,354

Battle Creek, MI $77,331

Salt Lake City, UT $77,307

Lancaster, PA $77,188

Harrisburg, PA $77,078

Kansas City, MO $76,999

Champaign, IL $76,983

Kansas City, KS $76,983

Fort Worth, TX $76,975

Columbus, OH $76,962

Boca Raton, FL $76,943

Pittsburgh, PA $76,912

Richmond, VA $76,880

Indianapolis, IN $76,864

Cleveland, OH $76,857

Las Vegas, NV $76,762

Cincinnati, OH $76,762

Petersburg, VA $76,643

Huntsville, AL $76,525

Lansing, MI $76,472

Lebanon, PA $76,462

Pueblo, CO $76,454

Appleton, WI $76,430

Buffalo, NY $76,398

Dayton, OH $76,375

Racine, WI $76,359

Charlotte, NC $76,351

Saint Louis, MO $76,327

York, PA $76,280

Elkhart, IN $76,280

Gastonia, NC $76,265

Billings, MT $76,246

Beaumont, TX $76,225

Lorain, OH $76,209

Benton Harbor, MI $76,193

Toledo, OH $76,177

Binghamton, NY $76,138

Rock Hill, SC $76,130

Rockford, IL $76,090

Springfield, IL $76,059

Elyria, OH $76,051

Fargo, ND $76,051

Flagstaff, AZ $75,995

Fort Lauderdale, FL $75,948

Duluth, MN $75,901

Miami, FL $75,901

Cheyenne, WY $75,845

Grand Forks, ND $75,845

Bangor, ME $75,672

Cedar Rapids, IA $75,585

Durham, NC $75,552

Louisville, KY $75,545

Grand Rapids, MI $75,529

Hialeah, FL $75,522

Casper, WY $75,411

Scranton, PA $75,316

New Orleans, LA $75,292

Virginia Beach, VA $75,285

Akron, OH $75,245

Peoria, IL $75,142

Sarasota, FL $75,127

Nashville, TN $75,071

Omaha, NE $75,071

Green Bay, WI $75,071

Baton Rouge, LA $75,032

Charleston, SC $75,016

Jamestown, NY $74,976

Davenport, IA $74,976

Tucson, AZ $74,937

Saint Petersburg, FL $74,890

Tampa, FL $74,874

Evansville, IN $74,826

Port Arthur, TX $74,826

Bradenton, FL $74,795

Santa Fe, NM $74,653

Orlando, FL $74,510

Clearwater, FL $74,487

Canton, OH $74,321

La Crosse, WI $74,321

Albuquerque, NM $74,273

Newport News, VA $74,265

High Point, NC $74,242

Ogden, UT $74,210

Corpus Christi, TX $74,147

Norfolk, VA $74,100

Laramie, WY $74,100

Rock Island, IL $74,052

Saginaw, MI $74,036

Jacksonville, FL $74,028

Salisbury, NC $74,013

Boise, ID $73,997

Moline, IL $73,957

Fort Myers, FL $73,934

Memphis, TN $73,918

Tulsa, OK $73,878

Waterloo, IA $73,831

Spartanburg, SC $73,752

Lincoln, NE $73,712

Fort Wayne, IN $73,697

Provo, UT $73,689

Cedar Falls, IA $73,594

San Antonio, TX $73,562

Greensboro, NC $73,531

South Bend, IN $73,523

Savannah, GA $73,436

Muskegon, MI $73,404

Birmingham, AL $73,396

Winston Salem, NC $73,358

Lake Charles, LA $73,167

Anderson, IN $73,152

Lexington, KY $73,128

Augusta, GA $73,104

Greenville, SC $73,104

Lima, OH $73,041

Wichita, KS $73,033

Tuscaloosa, AL $73,033

Columbia, SC $72,962

Springfield, OH $72,946

Asheville, NC $72,820

Bloomington, IN $72,765

Knoxville, TN $72,480

Shreveport, LA $72,472

Wilmington, NC $72,370

Roanoke, VA $72,370

Topeka, KS $72,227

Frankfort, KY $72,219

Oklahoma City, OK $72,164

Chillicothe, OH $72,133

Longview, TX $72,125

Melbourne, FL $72,117

Sioux Falls, SD $71,990

Mobile, AL $71,982

Terre Haute, IN $71,951

Altoona, PA $71,903

Amarillo, TX $71,848

Killeen, TX $71,824

Fayetteville, AR $71,761

Chattanooga, TN $71,738

Sioux City, IA $71,666

Idaho Falls, ID $71,651

Lynchburg, VA $71,587

Gainesville, FL $71,485

Portsmouth, OH $71,445

Little Rock, AR $71,429

Lafayette, LA $71,398

Youngstown, OH $71,398

Daytona Beach, FL $71,350

Clarksville, TN $71,343

Pensacola, FL $71,335

Temple, TX $71,329

Hopkinsville, KY $71,098

Erie, PA $71,082

Florence, SC $71,050

Charleston, WV $70,924

Great Falls, MT $70,884

Macon, GA $70,774

Tallahassee, FL $70,766

Fayetteville, NC $70,750

Waco, TX $70,734

Helena, MT $70,679

Pine Bluff, AR $70,649

Vincennes, IN $70,553

Lubbock, TX $70,521

Alamogordo, NM $70,474

Twin Falls, ID $70,402

Rapid City, SD $70,379

Jackson, MS $70,237

Huntington, WV $70,231

Greenville, MS $70,229

Parkersburg, WV $70,148

Montgomery, AL $70,134

Wichita Falls, TX $70,055

Springfield, MO $70,055

Biloxi, MS $70,015

Monroe, LA $69,936

Johnstown, PA $69,881

Sumter, SC $69,850

Columbus, GA $69,842

Pascagoula, MS $69,692

Abilene, TX $69,692

Kingsport, TN $69,486

Albany, GA $69,486

Gulfport, MS $69,462

Alexandria, LA $69,202

Fort Smith, AR $69,004

El Paso, TX $68,791

Las Cruces, NM $68,435

Harlingen, TX $68,235

Pocatello, ID $68,222

Florence, AL $68,119

Brownsville, TX $68,104

Mcallen, TX $67,938

Dothan, AL $67,827

Columbus, MS $67,358

Altus, OK $66,990

Lawton, OK $66,840

Pierre, SD $66,555

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.

See More Skills

Skills	Demand Percentage
Analysis	16.33%
Financial Planning	1.61%
CPA	1.05%

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	$83,737	6%
Insight	$82,157	4%
Project Management	$82,157	4%
Collaboration	$81,367	3%
Leadership	$81,367	3%
SQL	$81,367	3%

Get Latest Data

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

No Diploma 1.4%

High School 1.4%

Associates 1.5%

Bachelors 52.3%

Masters 44.3%

Doctorate 0.5%

view as table

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 June 01, 2026

$73,332

Average $78,997/year

$84,912

$6,111

Average $6,583/month

$7,076

$1,410

Average $1,519/week

$1,633

$35

Average $38/hour

$41

	Annual Salary	Monthly Pay	Weekly Pay	Hourly Wage
75th Percentile	$84,912	$7,076	$1,633	$41
Average	$78,997	$6,583	$1,519	$38
25th Percentile	$73,332	$6,111	$1,410	$35

Salaries of jobs related to Wealth Planner

Salary Trends for Wealth Planner

Salaries for a Wealth Planner can change over time, reflecting shifts in market demand and the overall economy. The median salary decreased from $73,540 in 2023 to around $73,231 in 2025, reflecting changes in demand, location, experience, and the wider economy. For a detailed analysis of Wealth Planner salary trends, .

Average Annual Salary of Wealth Planner Over Time

2022

$???

2023

$73,540

2024

$73,607

2025

$73,231

2026

$???

2027

$???

Year	Average Annual Salary
2022	View More
2023	$73,540
2024	$73,607
2025	$73,231
2026	View More
2027	View More

Most common benefits for Wealth Planner

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