Certified Financial Planner (CFP) with Investment Management Skills Salary

The median total income of Certified Financial Planners with Investment Management skills is around $75K, and for the average worker in this area, a good chunk of that (nearly one in three, in fact) comes from commissions. Total cash compensation for Certified Financial Planners with Investment Management skills runs from $48K to $154K depending on bonuses that can occasionally exceed $25K and profit sharing that can reach almost $26K. Experience level is the biggest factor affecting pay for this group, followed by geography. Job satisfaction is reported as high by the vast majority of workers. Not all workers are lucky enough to have benefits; in fact, nearly one in three are without coverage. Medical insurance is claimed by the greater part and dental insurance is reported by just over two-fifths. The data in this summary comes from the PayScale salary survey.
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$43,989 - $135,757
$44K
$67K
$140K
MEDIAN: $67,085
10%
50%
90%

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$21.50 - $35.00
$25
MEDIAN: $25.00
50%

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National Salary Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$60K$120K$180K
Salary
$43,989 - $135,757  
   
Bonus
$1,005 - $24,566  
Profit Sharing
$1,479 - $26,179  
Commission
$25,000  
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).
)
$47,627 - $153,951  
Country: United States | Currency: USD | Updated: 4 May 2017 | Individuals Reporting: 226
National Hourly Rate Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$30$60$90
Hourly Rate
$25.00  
   
Overtime
$36.36  
National Annualized Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$60K$120K$180K
Bonus
$1,005 - $24,566  
   
Commission
$25,000  
Profit Sharing
$1,479 - $26,179  
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).
)
$47,627 - $153,951  
Country: United States | Currency: USD | Updated: 4 May 2017 | Individuals Reporting: 9

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Pay by Experience Level for Certified Financial Planner (CFP)

Pay by Experience for a Certified Financial Planner (CFP) has a positive trend. An entry-level Certified Financial Planner (CFP) with less than 5 years of experience can expect to earn an average total compensation of $63,000 based on 97 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. A Certified Financial Planner (CFP) with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of $78,000 based on 83 salaries. An experienced Certified Financial Planner (CFP) which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of $106,000 based on 73 salaries. A Certified Financial Planner (CFP) with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of $147,000 based on 22 salaries.

Key Stats for Certified Financial Planner (CFP)

Gender

Female
31 %
Male
69 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 52 votes.
Less than 1 year
1%
1-4 years
34%
5-9 years
30%
10-19 years
27%
20 years or more
8%
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Location:
Years in Fields/Career:
United States (change)

Experience Affects Certified Financial Planner (CFP) Salaries

Late-Career
▲95%

Experienced
▲41%

Mid-Career
▲4%

National Average
$75,000

Entry-Level
▼16%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 52 votes.

Gender

Female
31 %
Male
69 %

Years of Experience

Less than 1 year
1%
1-4 years
34%
5-9 years
30%
10-19 years
27%
20 years or more
8%

Common Health Benefits

medical benefits
Medical: 65%
dental benefits
Dental: 45%
vision benefits
Vision: 35%
no benefits
None: 32%
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