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      Consolidated Planning

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      Consolidated Planning Reviews

      4.0

      67% would recommend to a friend

      (36 total reviews)

      61% positive business outlook

      Consolidated Planning has an employee rating of 4.0 out of 5 stars, based on 36 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Consolidated Planning employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

      Reviews by job title

      36 reviews
      5.0
      5 Feb 2026

      LOVE it here

      Business development associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Great people if you're on a good team!! Great mentors... people have been here for 30+ years, family members work here - it's a great atmosphere.

      Cons

      Any job as an independent financial advisor is going to suck. They have a lot of support here but lots of people still don't stick with it.

      Viewing 1 - 3 of 36 Reviews
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      ReviewsConsolidated Planning reviews

      Glassdoor has 41 Consolidated Planning reviews submitted anonymously by Consolidated Planning employees. Read employee reviews and ratings on Glassdoor to decide if Consolidated Planning is right for you.