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Fee Only Financial Advisor Jobs in California (NOW HIRING)

Burton Enright Welch

Advisor

Walnut Creek, CA · On-site

$110K - $165K/yr

I. MISSION Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial ... The Advisor will assist Senior and Lead Advisors in meetings and present analyses and ...

Burton Enright Welch

Advisor

Walnut Creek, CA · On-site

I. MISSION Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial ... The Advisor will assist Senior and Lead Advisors in meetings and present analyses and ...

RK Partners

Financial Advisor-Seattle, WA

Irvine, CA · On-site

$140K - $155K/yr

Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...

RK Partners

Financial Advisor-Seattle, WA

Irvine, CA · On-site

$140K/yr

Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...

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All JobsFee Only Financial Advisor JobsFee Only Financial Advisor Jobs in California

Fee Only Financial Advisor information

See California salary details

$35.5K

$100.8K

$142.1K

How much do fee only financial advisor jobs pay per year?

As of Sep 7, 2026, the average yearly pay for fee only financial advisor in California is $100,797.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $129,300.00 per year, depending on experience, location, and employer.

What is a fee only financial advisor?

A fee-only financial advisor is a financial professional who is compensated solely by the fees paid directly by their clients, rather than earning commissions or incentives for selling specific products. This compensation structure is designed to reduce potential conflicts of interest, as the advisor’s only financial motivation is to provide advice that is in the best interest of the client. Fee-only advisors typically charge hourly, flat, or percentage-based fees for their services. Many people choose fee-only advisors for greater transparency and objective financial guidance.

What are the key skills and qualifications needed to thrive as a fee only financial advisor?

To thrive as a Fee Only Financial Advisor, you need a solid background in financial planning, investment analysis, and regulatory compliance, often supported by a CFP or similar credential. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), portfolio management tools, and CRM systems is essential. Exceptional interpersonal skills, ethical judgment, and the ability to build trust are crucial soft skills in this role. These skills ensure that advisors provide unbiased, client-focused advice and build long-term relationships based on integrity and transparency.

How does a fee only financial advisor typically collaborate with other professionals to serve clients?

As a fee-only financial advisor, you will often work closely with professionals such as accountants, estate attorneys, and tax specialists to provide holistic financial planning for clients. This collaborative approach ensures that clients receive well-rounded advice tailored to their unique financial situations. Regular communication and coordination with these professionals is common, especially when developing tax strategies, estate plans, or handling complex investment portfolios. Being proactive in building and maintaining these relationships is crucial for delivering comprehensive and seamless client service.

What is the difference between Fee Only Financial Advisor vs Fee-Based Financial Advisor?

AspectFee Only Financial AdvisorFee-Based Financial Advisor
CompensationCharges only fees directly from clients, no commissionsCharges fees and may earn commissions from product sales
Conflicts of InterestLower potential for conflicts due to fee-only structurePotential conflicts due to commission-based earnings
Regulation & CertificationOften holds CFP, CFA, or similar credentialsMay hold similar credentials but with additional licensing for commissions
Work EnvironmentIndependent or affiliated with fee-only firmsOften affiliated with firms selling financial products

Fee Only Financial Advisors charge clients directly for their advice without earning commissions, promoting transparency and reducing conflicts of interest. Fee-Based Financial Advisors, on the other hand, earn both fees and commissions, which can create potential conflicts. Understanding these differences helps clients choose advisors aligned with their interests and needs.

How does a fee-only financial advisor get paid?

A fee-only financial advisor is paid directly by clients through transparent, flat fees or a percentage of assets under management. They do not receive commissions or incentives from product sales, which helps ensure unbiased advice. This compensation structure emphasizes fee transparency and aligns the advisor's interests with the client's financial goals.

How to become a fee-only financial advisor?

To become a fee-only financial advisor, individuals typically earn a bachelor's degree in finance, economics, or a related field, and gain experience in financial planning or advising. Many pursue certifications such as the Certified Financial Planner (CFP) designation, which requires completing coursework, passing an exam, and adhering to ethical standards. Licensing or registration with regulatory bodies may also be necessary depending on the services offered and jurisdiction.

What are popular job titles related to Fee Only Financial Advisor jobs in California?

For Fee Only Financial Advisor jobs in California, the most frequently searched job titles are:

What job categories do people searching Fee Only Financial Advisor jobs in California look for?

The top searched job categories for Fee Only Financial Advisor jobs in California are:

What cities in California are hiring for Fee Only Financial Advisor jobs?

Cities in California with the most Fee Only Financial Advisor job openings:

Fee Only Financial Advisor jobs near you
Infographic showing various Fee Only Financial Advisor job openings in California as of August 2026, with employment types broken down into 79% Full Time, and 21% Part Time. Highlights an 96% In-person, and 4% Hybrid job distribution, with an average salary of $100,797 per year, or $48.5 per hour.

Financial Advisor (Wealth Management)

W3Global Inc.

Los Angeles, CA • On-site

$150K - $180K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 3 days ago

Job description

ROLE - FINANCIAL ADVISOR
LOCATION - CENTURY CITY, CA
WORK TYPE - FULL-TIME | 100% ON-SITE

ABOUT THE ROLE

  • Leading fee-only wealth management firm with a client-first philosophy rooted in origins as a successful CPA firm.

  • Multidisciplinary team includes CPAs, MBTs, CFAs, and CFP® professionals delivering comprehensive financial solutions beyond portfolio management.

  • Focused on helping individuals and business owners achieve clarity, confidence, and long-term financial success through integrated planning.

REQUIREMENT

  • Demonstrated success in building and maintaining client relationships

  • Strong passion for financial planning and client education

  • Experience with 401(k) plans and corporate retirement accounts preferred

  • Excellent communication and interpersonal skills

  • Alignment with a fiduciary, client-first philosophy

  • Ability to work full-time on-site in Century City

POSITION OVERVIEW

  • Seeking a motivated and relationship-driven Financial Advisor to join the Century City office.

  • Role focused on:

    • Deepening relationships with existing clients

    • Supporting referrals

    • Expanding the firm's reach through high-quality financial planning and coaching

  • Advisor will also play a key role in managing and growing 401(k) and corporate retirement plan relationships.

  • Opportunity for an advisor who values a planning-first approach and wants to make a meaningful impact with clients early in their financial journey.

KEY RESPONSIBILITIES

  • Build and deepen relationships with existing clients, serving as a trusted advisor

  • Engage with client referrals and help expand the firm's network organically

  • Provide financial planning and coaching to individuals at various stages, including those not yet investing

  • Manage and grow relationships with 401(k) and corporate retirement plan clients

  • Collaborate with internal tax, estate, and business management teams to deliver holistic advice

  • Coordinate with external partners including TPAs, attorneys, and custodians

  • Maintain the highest standards of compliance, ethics, and fiduciary responsibility

COMPENSATION

  • $180K base with unlimited bonus based on performance

WHY JOIN

  • Collaborative environment with a highly credentialed 20-person team and strong internal support

  • Comprehensive benefits including medical, dental, vision, FSA, HSA, and retirement benefits

  • Independent firm with long-term stability and no plans to sell or merge

  • Strong infrastructure with custodial relationships across major financial institutions

  • True fee-only model focused on transparency and evidence-based advice

  • Growth opportunity through established brand presence, referral network, and advisor network affiliations

HIRING PROCESS

  • Apply via LinkedIn

  • Qualified candidates will complete a pre-hire assessment (attention to detail & behavioral assessment)

  • Selected candidates will participate in a brief initial phone interview

  • Finalists will move to a 30-minute Zoom interview with leadership

  • Final panel interview may be conducted in-office with company founders

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs