Associate Financial Planner salary in United States

Average Yearly Salary of Associate Financial Planner in United States is approximately 58,611 USD (58,366 USD). Data is for 2025 and indicates a pre-tax value. The salary itself depends on multiple factors such as seniority, job performance, certifications, experience or any other bonuses. The value indicated is an average amount based on records we have in database. Real values may vary. The data is for orientational purposes.

What does Associate Financial Planner do?

An Associate Financial Planner is responsible for assisting and supporting senior financial planners in providing comprehensive financial planning services to clients. They gather and analyze financial data, create financial plans, and make recommendations based on the client's goals and objectives. They assist in developing strategies for investment planning, retirement planning, risk management, tax planning, and estate planning. Additionally, they may assist with client meetings, prepare reports, and stay updated on industry trends and regulations.

Skills: Financial Planning, Investment Planning, Retirement Planning, Risk Management, Tax Planning, Estate Planning
Job industry: Finance

How much does Associate Financial Planner make?

Difference in salary year over year or average salary increase is approximately 4 %


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Salary comparison to National average

Is Associate Financial Planner a well paid job?

Yes, our data show that Associate Financial Planner is an averagely well paid job that still allows for some yearly savings. With years and experience the salary might increase even further, resulting in higher satisfaction.

What is considered a high salary for Associate Financial Planner?

High salary for Associate Financial Planner would be somewhere between 64,472 USD and 84,986 USD. However this is an estimation based on Gaussian Distribution.

How much can you save working as Associate Financial Planner in United States?

Living in United States the approximate monthly expenses are: 2,280 USD. This amount covers basic needs such as food, housing, clothing, healthcare and education costs for a single person. No luxury expenses such as traveling, leisure, hobbies are included in the estimation.

Estimated Yearly Salary: 58,611 USD
Estimated Monthly Salary: 4,884 USD
Estimated Weekly Salary: 1,127 USD per week
Estimated Hourly Salary: 28 USD per hour
By working as Associate Financial Planner a person can save up to 2,584 USD per month or 31,006 USD yearly. Values are pre-tax.

NOTE: These values are estimates and are averaged for the whole country. Furthermore the value is likely exaggerated as no other expenses are taken into account in the projection. Unessential expenses are very subjective and are difficult to assess. Most likely the previously estimated number is significantly lower for majority of people. Expenses in different cities across the country may vary. Above values accuracy is low and is based on limited set of data obtained.

For more information regarding expenses in United States, see costs of living in United States.

Salary comparison to region and neighbouring coutries

Country's neighbours are: Canada, Mexico.
To make it easier for comparison a conversion from local currency to USD has been made (conversion rates may vary).

Estimated Yearly Salary for Associate Financial Planner

Last revision of data: 2025-01-04

Salary increase per years of experience

Based on data available the salary increase per years of experience is as following

0 years (beginner) equals base salary

1 to 5 years of experience yields +12% salary increase

6 to 10 years of experience yields +25% salary increase

11 to 15 years of experience yields +16% salary increase

16 to 25 years of experience yields +9% salary increase

more than 25 years of experience yields +10% salary increase

NOTE: Details based on limited set of data. Percentages may vary. The salary increase over years of experience can vary widely based on factors such as job industry, job role, location, company size, and individual performance. To gain even larger increase in salary one is advised to switch jobs and / or employer.

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Data as of 2025

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