Certified Financial Planner (CFP) Salary (United States)

The average pay for a Certified Financial Planner (CFP) is $61,003 per year. Experience strongly influences income for this job. The highest paying skills associated with this job are Insurance, Investment Management, and Investment Planning. People in this job generally don't have more than 20 years' experience.
Certified Financial Planner (CFP) Total Pay (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$38,907 - $107,937
(Median)
39K
49K
61K
82K
110K
MEDIAN: $61,003
10%
25%
50%
75%
90%
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Certified Financial Planner (CFP) Total Pay (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$14.07 - $193.93
(Median)
40
190
MEDIAN: $23.00
75%
90%
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National Salary Data

 (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$90K$180K$270K
Salary
$38,907 - $107,937  
   
Bonus
$479.88 - $25,064  
Profit Sharing
$1,174 - $24,071  
Commission
$0.00 - $250,000  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$41,107 - $135,798  
PayScale
Country: United States | Currency: USD | Updated: 11 Jun 2014 | Individuals Reporting: 843
National Hourly Rate Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$70$140$210
Hourly Rate
$14.07 - $193.93  
   
Overtime
$5.00 - $185.00  
National Annualized Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$140K$280K$420K
Bonus
$479.88 - $25,064  
   
Commission
$0.00 - $250,000  
Profit Sharing
$1,174 - $24,071  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$41,107 - $135,798  
PayScale
Country: United States | Currency: USD | Updated: 11 Jun 2014 | Individuals Reporting: 843
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Job Description for Certified Financial Planner (CFP)
A Certified Financial Planner is expected to create and develop client relationships through telephone conversations, email, and person-to-person meetings. A financial planner's responsibility is to assess the financial needs and goals of each client, and to develop and implement a financial plan that fulfills those needs and goals. Responsibilities include plan development, selecting and selling of appropriate financial services, and monitoring and adapting plans as needs and financial conditions change. Cross-selling of financial services with other financial experts may be required. A designation of certified financial planner is required, as well as strong listening, communication, organizational, and interpersonal skills. Planners must be able to communicate effectively both in person and over the phone. Excellent knowledge of financial markets, products, and services is a must. Expect to attend workshops and seminars to stay on top of the most recent products and policies. The ability to multitask and work well in groups is also a necessity. It is also required that planners have the ability to understand and work with computer applications such as Microsoft Office and other financial programs. Financial planners should have a background in banking and understand law and accounting practices. Honesty and integrity are a must, as well as a motivated personality, and the ability to adapt your time to your clients' needs. Planners should expect some travel to both client locations and product knowledge seminars, as well as being able to work with other professionals in the industry that can help you satisfy your clients needs. A planner must have the ability to put the client needs above all else.
Certified Financial Planner (CFP) Tasks
  • Document and revise financial plans for clients.
  • Create agendas, spreadsheets, and meeting materials to discuss investments, savings, and asset allocation.
  • Interview individuals or businesses to identify financial goals, concerns, and opportunities.

Certified Financial Planner (CFP) Job Listings

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Popular Skills for Certified Financial Planner (CFP)
Pay by Experience Level for Certified Financial Planner (CFP)
Median of all compensation (including tips, bonus, and overtime) by years of experience.
Pay Difference By Location
Boston
up arrow 62%
Washington
up arrow 62%
Denver
up arrow 18%
New York
up arrow 11%
Dallas
up arrow 11%
Phoenix
up arrow 7%
San Antonio
up arrow 5%
Los Angeles
up arrow 3%
Miami
up arrow 3%
Cincinnati
up arrow 2%
San Diego
0%
National Average
$68,000
Omaha
up arrow 2%
up arrow 11%
Charlotte
up arrow 13%
up arrow 21%
Larger circles over a city indicate a job is popular in that location.
Related Job Salaries

Experience Affects Certified Financial Planner (CFP) Salaries

National Average
$68,000

Skills That Affect Certified Financial Planner (CFP) Salaries

up arrow 14%
Financial Analysis
0%
National Average
$68,000
Microsoft Excel
up arrow 15%
Job Satisfaction
Extremely satisfied Image
Extremely satisfied
Rated 5 out of 5 based on 220 votes.
Gender
Female
34%
female alumni
 
Male
66%
male alumni
Years of Experience
Less than 1 year
4%
1-4 years
32%
5-9 years
30%
10-19 years
24%
20 years or more
10%
Common Health Benefits
medical benefits Medical: 76% dental benefits Dental: 50%
vision benefits Vision: 34% employee benefits None: 23%
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