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Finance planner salary
Average finance planner salary
$71,607
Understanding Finance Planner Salaries
As of October 2025, finance planners in the United States earn an average salary of $71,607 per year. This figure varies widely depending on factors such as geographic location, years of experience, and specific industry. For instance, finance planners in urban areas typically command higher salaries due to increased demand and cost of living.
Experience Level: Entry-level finance planners can expect to start around $50,000, while those in senior positions may earn upwards of $100,000. The potential for salary growth is significant as professionals gain more experience and expand their client base.
Highest Paying States: States such as California, New York, and Massachusetts offer the highest average salaries for finance planners. In contrast, states with a lower cost of living may present lower salary ranges.
Career Opportunities: The demand for finance planners is expected to grow, presenting ample opportunities for those entering the field. Specializing in niche areas such as retirement planning or tax strategy can further enhance earning potential.
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Where can a Finance Planner earn more?
Finance planner salaries by experience level
Average finance planner salary by state
The average finance planner salary in Massachusetts, New York, and Virginia are the highest in the U.S. The lowest average finance planner salary states are Alaska, Mississippi, and Montana.
- State view
- County view
Highest paying states for finance planners
| Rank | State | Avg. salary | Hourly rate |
|---|---|---|---|
| 1 | New York | $108,684 | $52.25 |
| 2 | Massachusetts | $115,122 | $55.35 |
| 3 | Virginia | $88,163 | $42.39 |
| 4 | North Dakota | $82,227 | $39.53 |
| 5 | Connecticut | $84,170 | $40.47 |
| 6 | North Carolina | $80,188 | $38.55 |
| 7 | Delaware | $79,336 | $38.14 |
| 8 | New Jersey | $81,604 | $39.23 |
| 9 | Maine | $87,468 | $42.05 |
| 10 | District of Columbia | $85,285 | $41.00 |
| 11 | Washington | $76,770 | $36.91 |
| 12 | Illinois | $74,399 | $35.77 |
| 13 | Minnesota | $74,214 | $35.68 |
| 14 | Michigan | $74,404 | $35.77 |
| 15 | Rhode Island | $76,342 | $36.70 |
| 16 | West Virginia | $82,230 | $39.53 |
| 17 | California | $73,204 | $35.19 |
| 18 | Pennsylvania | $70,258 | $33.78 |
| 19 | Oregon | $74,234 | $35.69 |
| 20 | Georgia | $70,442 | $33.87 |
| 21 | New Hampshire | $71,880 | $34.56 |
| 22 | Ohio | $69,679 | $33.50 |
| 23 | Kansas | $63,292 | $30.43 |
| 24 | Florida | $66,214 | $31.83 |
| 25 | Louisiana | $68,653 | $33.01 |
| 26 | Idaho | $68,469 | $32.92 |
| 27 | Alabama | $65,002 | $31.25 |
| 28 | Vermont | $69,121 | $33.23 |
| 29 | Wisconsin | $61,616 | $29.62 |
| 30 | Missouri | $65,443 | $31.46 |
| 31 | Maryland | $63,920 | $30.73 |
| 32 | Texas | $62,772 | $30.18 |
| 33 | Tennessee | $62,641 | $30.12 |
| 34 | Arkansas | $51,690 | $24.85 |
| 35 | Kentucky | $64,413 | $30.97 |
| 36 | New Mexico | $65,839 | $31.65 |
| 37 | Oklahoma | $51,882 | $24.94 |
| 38 | Arizona | $61,882 | $29.75 |
| 39 | South Carolina | $64,306 | $30.92 |
| 40 | Colorado | $60,099 | $28.89 |
| 41 | Indiana | $62,969 | $30.27 |
| 42 | Montana | $48,395 | $23.27 |
| 43 | Wyoming | $49,513 | $23.80 |
| 44 | Nebraska | $58,922 | $28.33 |
| 45 | Utah | $42,309 | $20.34 |
| 46 | Hawaii | $40,891 | $19.66 |
| 47 | Iowa | $57,852 | $27.81 |
| 48 | South Dakota | $51,178 | $24.60 |
| 49 | Alaska | $49,238 | $23.67 |
| 50 | Nevada | $45,342 | $21.80 |
| 51 | Mississippi | $48,400 | $23.27 |
Highest paying cities for finance planners
The highest-paying cities for finance planners are Springfield, MA, New York, NY, and Durham, NC.
| Rank | City | Avg. salary | Hourly rate |
|---|---|---|---|
| 1 | Springfield, MA | $116,267 | $55.90 |
| 2 | New York, NY | $109,248 | $52.52 |
| 3 | Durham, NC | $81,512 | $39.19 |
| 4 | Seattle, WA | $77,339 | $37.18 |
| 5 | San Francisco, CA | $76,656 | $36.85 |
| 6 | Providence, RI | $76,250 | $36.66 |
| 7 | Minneapolis, MN | $74,139 | $35.64 |
| 8 | Merrimack, NH | $72,199 | $34.71 |
| 9 | Miami, FL | $68,748 | $33.05 |
| 10 | Springfield, OH | $68,610 | $32.99 |
| 11 | Covington, KY | $66,553 | $32.00 |
| 12 | Houston, TX | $64,837 | $31.17 |
| 13 | Richmond, IN | $64,011 | $30.77 |
| 14 | Rockville, MD | $63,748 | $30.65 |
| 15 | Milwaukee, WI | $61,963 | $29.79 |
| 16 | Phoenix, AZ | $61,814 | $29.72 |
| 17 | Fort Collins, CO | $60,591 | $29.13 |
| 18 | Las Vegas, NV | $45,046 | $21.66 |
| 19 | American Fork, UT | $42,025 | $20.20 |
Finance Planners are the most in-demand in these five cities:
Finance planner salary details
A finance planner's salary ranges from $42,000 a year at the 10th percentile to $120,000 at the 90th percentile.
What is a finance planner's salary?
| Percentile | Annual salary | Monthly salary | Hourly rate |
|---|---|---|---|
| 90th Percentile | $120,000 | $10,000 | $58 |
| 75th Percentile | $94,000 | $7,833 | $45 |
| Average | $71,607 | $5,967 | $34 |
| 25th Percentile | $54,000 | $4,500 | $26 |
| 10th Percentile | $42,000 | $3,500 | $20 |
Highest paying finance planner jobs
The highest paying types of finance planners are investment associate, investment consultant, and investment advisor.
| Job title | Annual salary | Monthly salary | Hourly rate | Job openings |
|---|---|---|---|---|
| Investment Advisor | $105,377 | $8,781 | $50.66 | 63,438 |
| Investment Consultant | $109,300 | $9,108 | $52.55 | 48,111 |
| Treasury Analyst | $72,667 | $6,056 | $34.94 | 50,817 |
| Budget Analyst | $56,598 | $4,716 | $27.21 | 50,081 |
| Fund Accountant | $60,203 | $5,017 | $28.94 | 35,702 |
| Client Advisor | $71,135 | $5,928 | $34.20 | 86,363 |
How would you rate the starting salaries for finance planners, as well as the prospects for salary advancement?
Price Fishback Ph.D.
APS Professor of Economics at the University of Arizona, The University of Arizona
Top companies hiring finance planners now:
Which companies pay finance planners the most?
Finance planner salaries at Northern Trust and Goldman Sachs are the highest-paying according to our most recent salary estimates. In addition, the average finance planner salary at companies like Sentinel Benefits and Mfa Financial are highly competitive.
| Rank | Company | Average salary | Hourly rate |
|---|---|---|---|
| 1 | Northern Trust | $107,966 | $51.91 |
| 2 | Goldman Sachs | $107,184 | $51.53 |
| 3 | Sentinel Benefits | $100,284 | $48.21 |
| 4 | Mfa Financial | $99,681 | $47.92 |
| 5 | Baird | $93,283 | $44.85 |
| 6 | nFocus Solutions | $91,890 | $44.18 |
| 7 | Carlson Capital | $90,592 | $43.55 |
| 8 | Pacific Architects and Engineers | $89,863 | $43.20 |
| 9 | Citi | $87,372 | $42.01 |
| 10 | Elements Financial | $86,482 | $41.58 |
| 11 | Allied Consultants | $82,096 | $39.47 |
| 12 | GPAC | $81,849 | $39.35 |
| 13 | Tompkins Insurance | $77,653 | $37.33 |
| 14 | The Culinary Institute of America | $76,867 | $36.96 |
| 15 | Wealth Enhancement Group | $75,323 | $36.21 |
| 16 | HighTower Advisors | $73,040 | $35.12 |
| 17 | New York Life Insurance | $72,921 | $35.06 |
| 18 | Captrust Corp | $71,927 | $34.58 |
| 19 | SEI LLC | $71,927 | $34.58 |
| 20 | HH Holdings Inc | $71,927 | $34.58 |
Wage gap by gender, race and education
Finance planner salary trends
The average finance planner salary has risen by $18,236 over the last ten years. In 2014, the average finance planner earned $53,371 annually, but today, they earn $71,607 a year. That works out to a -1% change in pay for finance planners over the last decade.
Compare finance planner salaries for cities or states with the national average over time.
Average finance planner salary over time
Compare finance planner salaries for individual cities or states with the national average.
Finance planner salary by year
| Year | Avg. salary | Hourly rate | % Change |
|---|---|---|---|
| 2026 | $71,600 | $34.43 | +1.7% |
| 2025 | $70,400 | $33.86 | -1.2% |
| 2024 | $71,300 | $34.26 | -2.0% |
| 2023 | $72,700 | $34.93 | +0.1% |
| 2022 | $72,600 | $34.89 | +1.5% |
Recently added finance planner salaries
| Company | Job | Location | Date added | Salary |
|---|---|---|---|---|
| Teachers Insurance & Annuity Association of America | Senior Financial Planner (Central Advice Group) | Dallas, TX | 06/30/2025 | $72,400 |
| Assetmark | Senior Financial Planner-CFP | Charlotte, NC | 06/30/2025 | $145,000 |
| Thrivent Financial | Financial Planner | Minneapolis, MN | 06/28/2025 | $102,023 |
| EP Wealth Advisors | Senior Financial Planner | Chicago, IL | 06/28/2025 | $93,000 |
| RB Professional Recruiting Services | Trust Financial Planner | Waco, TX | 06/28/2025 | $90,000 |
| Sentinel Group | Financial Planner | New York, NY | 06/26/2025 | $50,000 |
| Commerce Bancshares | Senior Financial Planner-Commerce Trust | Kansas City, MO | 06/24/2025 | $116,500 |
| Jersey College | Financial Aid Planner | Jenkintown, PA | 06/24/2025 | $50,000 |
| Equitable Advisors | Financial Planner | San Diego, CA | 06/23/2025 | $36,200 |
| Empower Retirement | Empower Financial Planner | New York, NY | 06/21/2025 | $102,800 |
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