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Certified Financial Planner (CFP) Salary with Investment Planning skills

For Certified Financial Planners with Investment Planning skills, bonuses and commissions account for a significant portion of income and add up to 115 percent of their $75K annual pay. In the world of Certified Financial Planners with Investment Planning skills, total cash compensation can vary between $45K and $174K. Each package generally includes bonuses and profit sharing proceeds, and in exceptional cases, those amounts can reach heights of $31K and $48K, respectively. Geography is the biggest factor affecting pay for this group, followed by years of experience. The majority of Certified Financial Planners with Investment Planning skills claim high levels of job satisfaction. Unfortunately, some people in this line of work are without benefits — about a fourth lack coverage. On the flip side, a strong majority have medical insurance and a majority receive dental plans. More than half of Certified Financial Planners with Investment Planning skills (67 percent) survey respondents are men. This report is based on answers to PayScale's salary questionnaire.
$39,955 - $123,813
(Median)
40K
50K
65K
87K
120K
MEDIAN: $65,343
10%
25%
50%
75%
90%

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$15.21 - $247.93
(Median)
250
MEDIAN: $24.00
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$140K$280K$420K
Salary
$39,955 - $123,813  
   
Bonus
$824 - $31,094  
Profit Sharing
$1,437 - $48,479  
Commission
$0.00 - $414,438  
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).
)
$44,910 - $173,984  
Country: United States | Currency: USD | Updated: 11 Dec 2014 | Individuals Reporting: 183
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$90$180$270
Hourly Rate
$15.21 - $247.93  
   
Overtime
$15.98 - $60.00  
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$180K$360K$540K
Bonus
$824 - $31,094  
   
Commission
$0.00 - $414,438  
Profit Sharing
$1,437 - $48,479  
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).
)
$44,910 - $173,984  
Country: United States | Currency: USD | Updated: 11 Dec 2014 | Individuals Reporting: 11
United States (change)

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Pay by Experience Level for Certified Financial Planner (CFP) with Investment Planning skills

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


For many Certified Financial Planners with Investment Planning skills, more experience generally translates to higher pay. Relatively untried employees who have less than five years' experience make $54K, but folks with five to 10 years under their belts enjoy an appreciably larger median of $75K. Between 10 and 20 years, pay surpasses six figures; at this stage, the average professional scores around $103K. Veterans who have surpassed the 20-year mark may make only slightly more than those who are navigating the mid-career stage; the more senior group reports median earnings of around $139K.

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

Late-Career
up arrow 85%

Experienced
up arrow 37%

Mid-Career
0%

National Average
$75,000

Entry-Level
up arrow 28%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 46 votes.

Gender

Female
33 %
Male
67 %

Years of Experience

Less than 1 year
1%
1-4 years
24%
5-9 years
36%
10-19 years
28%
20 years or more
11%

Common Health Benefits

medical benefits Medical: 76% dental benefits Dental: 57%
vision benefits Vision: 42% employee benefits None: 24%