FinanceOfficial Payroll Survey · 99/10010+ years
Staff / Lead Financial Planner (CFP) Salary in New York
2026 · Staff, lead, and principal-level professionals in the top 10% of earners.
$220,322/yr
Typical range: $185,435 – $245,276
P90 · BLS OEWS employer payroll data
Financial Planner (CFP) salary by experience level in New York
Financial Planner (CFP) Salary Progression in New York
From entry-level through staff — based on BLS OEWS percentile data
| Experience Level | Years | Percentile | Annual Salary | Monthly | vs Entry |
|---|---|---|---|---|---|
| Entry | 0 yrs | 0 yrs | $84,321 | $7,027 | — |
| Junior | 2 yrs | 2 yrs | $108,801 | $9,067 | +29% |
| Mid-Level | 4 yrs | 4 yrs | $126,934 | $10,578 | +51% |
| Senior | 6 yrs | 6 yrs | $152,865 | $12,739 | +81% |
| StaffThis page | 10 yrs | 10 yrs | $220,322 | $18,360 | +161% |
| Principal | 14 yrs | 14 yrs | $299,746 | $24,979 | +255% |
| Distinguished | 18 yrs | 18 yrs | $319,602 | $26,634 | +279% |
Current Salary
$220,322
Staff / Lead · 10+ years
Hourly: $106/hr
Next Level Target
$299,746
Principal · 14
+$79Kpotential uplift
Career Opportunity
50/100
Moderate
+15% demand · Low AI risk
Frequently Asked Questions
What is the staff / lead Financial Planner (CFP) salary in New York, NY?
Staff / Lead Financial Planner (CFP)s in New York, NY earn approximately $220K per year (2026). This corresponds to the P90 range of BLS OEWS employer payroll data.
How much does a staff / lead Financial Planner (CFP) make per hour in New York, NY?
Based on $220K annually, the hourly rate is approximately $106/hr (2,080-hour work year).
How do I get from staff / lead to senior Financial Planner (CFP) in New York, NY?
The typical progression takes 2–4 years with consistent skill development, project leadership, and strategic job moves. A senior Financial Planner (CFP) in New York, NY earns $185K–$245K/yr.