Financial Planning Assistant salary in United States

Average Yearly Salary of Financial Planning Assistant in United States is approximately 52,285 USD (52,026 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 Planning Assistant do?

A financial planning assistant is responsible for providing administrative support to financial planners and advisors. Their main role is to assist in the preparation and organization of client meetings, gather and organize financial documents, and perform basic financial calculations. They may also be involved in data entry, maintaining client records, and generating reports. Financial planning assistants play a crucial role in ensuring the smooth functioning of the financial planning process. They must have strong organizational and communication skills, as well as attention to detail. They should be familiar with financial planning software and possess basic knowledge of financial concepts and regulations.

Skills: financial planning, administrative support, client meetings, financial documents, data entry, client records
Job industry: Finance

How much does Financial Planning Assistant make?

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


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Salary comparison to National average

Is Financial Planning Assistant a well paid job?

Yes, our data show that Financial Planning Assistant 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 Financial Planning Assistant?

High salary for Financial Planning Assistant would be somewhere between 57,514 USD and 75,813 USD. However this is an estimation based on Gaussian Distribution.

How much can you save working as Financial Planning Assistant 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: 52,285 USD
Estimated Monthly Salary: 4,357 USD
Estimated Weekly Salary: 1,005 USD per week
Estimated Hourly Salary: 25 USD per hour
By working as Financial Planning Assistant a person can save up to 2,056 USD per month or 24,666 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 Planning Assistant

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.

Top 10 highest salaries in United States

Data as of 2025

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