Certified Financial Planner (CFP) Salary with Investment Management skills

Annual compensation for Certified Financial Planners with Investment Management skills is typically heavily supplemented by bonuses and commissions and totals around $76K (including $127K from bonuses and commissions). Total cash compensation to Certified Financial Planners with Investment Management skills bottoms out near $47K and approaches $203K on the high end; the biggest paychecks include approximately $40K from bonuses and almost $49K from profit sharing. Most Certified Financial Planners with Investment Management skills survey respondents are men (73 percent). Not all workers are lucky enough to have benefits; in fact, slightly less than a third are without coverage. Medical insurance is claimed by a fair number and dental insurance is reported by around half. Most Certified Financial Planners with Investment Management skills report high levels of job satisfaction. The information for this rundown comes from respondents who completed PayScale's salary questionnaire.
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$44,532 - $140,187
(Median)
$45K
$68K
$140K
MEDIAN: $68,218
10%
50%
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
$44,532 - $140,187  
   
Bonus
$-0.49 - $39,822  
Profit Sharing
$1,419 - $49,316  
Commission
$35,608 - $245,659  
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).
)
$46,821 - $203,428  
Country: United States | Currency: USD | Updated: 2 Jul 2015 | Individuals Reporting: 136
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Pay by Experience Level for Certified Financial Planner (CFP) with Investment Management skills

Median of all compensation (including tips, bonus, and overtime) by years of experience.


Experience is an important factor influencing the compensation of Certified Financial Planners with Investment Management skills. People who have worked for fewer than five years earn around $61K, and folks with five to 10 years of experience see a modestly higher median of $75K. Certified Financial Planners with Investment Management skills see a median salary of $98K after reaching one to two decades on the job. Six-figure salaries aren't unusual for professionals who have achieved more than 20 years of experience; median compensation for this group sits in the range of $152K.

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Experience Affects Certified Financial Planner (CFP) with Investment Management skills Salaries

Late-Career
up arrow 99%

Experienced
up arrow 28%

National Average
$76,000

Mid-Career
up arrow 2%

Entry-Level
up arrow 20%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 36 votes.

Gender

Female
27 %
Male
73 %

Years of Experience

Less than 1 year
1%
1-4 years
26%
5-9 years
27%
10-19 years
29%
20 years or more
17%

Common Health Benefits

medical benefits Medical: 72% dental benefits Dental: 48%
vision benefits Vision: 37% employee benefits None: 28%
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