Home > Salary > United States > Financial Planner
A financial paraplanner is a professional who works closely with financial planners and advisors to provide comprehensive support in developing and implementing financial plans for clients. They assist in gathering client information, conducting research, analyzing data, and preparing financial reports and recommendations. Financial paraplanners also help with portfolio analysis, investment research, and monitoring market trends. They may assist in the preparation of tax returns and estate planning documents, as well as help clients understand and navigate various financial products and services.
Estimated Yearly Salary: 73,948 USD
Estimated Monthly Salary: 6,162 USD
Estimated Weekly Salary: 1,422 USD per week
Estimated Hourly Salary: 36 USD per hour
Values are pre-tax
Last revision of data: 2025-01-04
Estimated Monthly Salary: 5,954 USD
Estimated Weekly Salary: 1,374 USD per week
Estimated Hourly Salary: 34 USD per hour
Last revision of data: 2024-01-06
Estimated Yearly Salary: 73,976 USD
Estimated Monthly Salary: 6,165 USD
Estimated Weekly Salary: 1,423 USD per week
Estimated Hourly Salary: 36 USD per hour
Difference in salary year over year or average salary increase is approximately
3 %
Data confidence is - relatively high
Data fetched from dabase: 14 submissions.
Results are anonymized. Amounts indicated are pre-tax, meaning no deductionts yet have been made to the basic salary. Salaries where there are less than 3 entries are not displayed.
Want to check how your salary compares? Submit your own salary here
Estimated Yearly Salary: 73,948 USD
Estimated Monthly Salary: 6,162 USD
Estimated Weekly Salary: 1,422 USD per week
Estimated Hourly Salary: 36 USD per hour
By working as Financial Planner a person can save up to 3,885 USD per month or 46,616 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.
Estimated Yearly Salary for Financial Planner
Last revision of data: 2025-01-04
Data as of 2025
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Financial Planner salary in United States
Average Yearly Salary of Financial Planner in United States is approximately 73,948 USD (73,976 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 Financial Planner do?

Skills: Financial paraplanner, Financial planning, Investment analysis, Client support, Financial reporting, Portfolio management
Job industry: Finance
Job industry: Finance
How much does Financial Planner make?
Salary details
How much does Financial Planner make?Estimated Yearly Salary: 73,948 USD
Estimated Monthly Salary: 6,162 USD
Estimated Weekly Salary: 1,422 USD per week
Estimated Hourly Salary: 36 USD per hour
Comparing salary to last year:
Estimated Yearly Salary: 71,450 USDEstimated Monthly Salary: 5,954 USD
Estimated Weekly Salary: 1,374 USD per week
Estimated Hourly Salary: 34 USD per hour
Financial Planner estimated salary in USD
For easier comparison here is an estimated salary in USD:Estimated Yearly Salary: 73,976 USD
Estimated Monthly Salary: 6,165 USD
Estimated Weekly Salary: 1,423 USD per week
Estimated Hourly Salary: 36 USD per hour
Difference in salary year over year or average salary increase is approximately
About these results
Data confidence is - relatively high Data fetched from dabase: 14 submissions.
Results are anonymized. Amounts indicated are pre-tax, meaning no deductionts yet have been made to the basic salary. Salaries where there are less than 3 entries are not displayed.
Want to check how your salary compares? Submit your own salary here
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Salary comparison to National average
The United States of America, often called the USA, is a vast and diverse country in North America. It is home to approximately 331 million people, making it the third most populous nation globally. The USA spans about 9.8 million square kilometers, encompassing various landscapes, climates, and cultures.
Estimated national average yearly salary is 57,000 USD (57,000 USD). Value indicated is pre-tax. Below graph shows estimated Financial Planner job salary compared to average salary in United States.
Comparison shows that a person working as Financial Planner in United States earns on average:
1.3 times the average salary (or 130% of average salary).
Estimated national average yearly salary is 57,000 USD (57,000 USD). Value indicated is pre-tax. Below graph shows estimated Financial Planner job salary compared to average salary in United States.
Comparison shows that a person working as Financial Planner in United States earns on average:
1.3 times the average salary (or 130% of average salary).
Is Financial Planner a well paid job?
Yes, our data shows that Financial Planner is a well paid job. With years and experience the salary might increase even further, resulting in higher satisfaction.What is considered a high salary for Financial Planner?
High salary for Financial Planner would be somewhere between 81,343 USD and 107,225 USD. However this is an estimation based on Gaussian Distribution.How much can you save working as 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: 73,948 USD
Estimated Monthly Salary: 6,162 USD
Estimated Weekly Salary: 1,422 USD per week
Estimated Hourly Salary: 36 USD per hour
By working as Financial Planner a person can save up to 3,885 USD per month or 46,616 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 Financial Planner
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
- 6 to 10 years of experience yields
- 11 to 15 years of experience yields
- 16 to 25 years of experience yields
- more than 25 years of experience yields
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optisalary.com displays salary data exclusively for reference use. While we endeavor for correctness, we cannot ensure the precision of all figures. Users should verify salary details with reliable organizations before making career-related plans. Salary estimates can fluctuate based on numerous factors, such as company size, negotiation tactics, and industry demand. We assume no responsibility for misinterpretations in the salary figures provided. By using this website, you acknowledge that salary data is subject to change.