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Fee Only Financial Advisor Jobs in Indiana (NOW HIRING)

Thrivent

Financial Advisor

Fort Wayne, IN

As a Thrivent Financial advisor, you'll: * Build a financial practice guiding Christians on their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

Thrivent

Financial Advisor

Greenwood, IN · On-site

As a Thrivent Financial advisor, you'll: * Build a financial practice guiding Christians on their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

Thrivent

Financial Advisor

Indianapolis, IN

As a Thrivent Financial advisor, you'll: * Build a financial practice guiding Christians on their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

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All JobsFee Only Financial Advisor JobsFee Only Financial Advisor Jobs in Indiana

Fee Only Financial Advisor information

See Indiana salary details

$34.3K

$97.2K

$137K

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

As of Aug 15, 2026, the average yearly pay for fee only financial advisor in Indiana is $97,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 per year, depending on experience, location, and employer.

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.

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 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, ensuring unbiased advice based solely on client interests.

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 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.

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

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

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

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

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

Cities in Indiana 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 Indiana as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $97,187 per year, or $46.7 per hour.

Financial Advisor

Valeo Financial Advisors

Carmel, IN • On-site

Full-time

Medical, Retirement, PTO

Re-posted 13 days ago

Job description

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including unlimited PTO, 401(k) with company match, and health coverage.
Position Overview:
As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely with internal teams and external professionals to gather data, develop financial plans, and ensure the execution of follow-up action items from client meetings. Through our robust Advisor Development Program, you will receive consistent training, mentorship, and coaching to support your growth and success in the role. This is a client-focused opportunity for a motivated financial professional who values relationship-building, strategic planning, and acting in a fiduciary capacity.
This position requires consistent in-person office attendance at our Carmel, Indiana headquarters.
Duties and Responsibilities:
  • Prepare and review reports of clients' investments, risk, and cash flow analyses, and tax and estate planning.
  • Facilitate tax planning by gathering, summarizing, and collaborating with internal and external tax professionals.
  • Collect data, create plans using firm standard tools, and assist in presenting results.
  • Ensure the completion of technical/investment items from client meetings by confirming trades, coordinate with other professional service providers, seek insurance quotes, and research, and analyze investment opportunities.
  • Review client financials throughout the year to optimize deductions and credits, reduce tax liabilities, and manage credit.
  • Coach clients through estate pre-planning to lessen the time needed with an estate/trust attorney, gather and assist clients in gathering information such as bank account records, income tax returns, life, and disability insurance records, retirement plan information, and wills, and help to create reports, articles, and presentations on a variety of financial planning topics.
  • Follow Valeo's systems and processes.
  • Other duties as assigned.

Requirements:
  • Bachelor's degree or higher from an accredited university.
  • Currently hold or actively pursuing CFP designation.
  • Knowledge of basic tax and intermediate-level financial planning questions. For more advanced questions, being able to research solutions and/or work with other team members to find an answer.
  • Ability to interpret various planning documents, including account statements, annuity contracts, life insurance policy documents, and tax returns.
  • Ability to serve as a fiduciary for every Valeo client.
  • A high degree of competence with Microsoft Office products and portfolio management and investment management software services.
  • Strong interpersonal and communication skills to convey services and short-and long-term implications of financial analysis and decisions to high-net-worth clients.
  • Demonstrate a high level of driving work ethic, organization, time management, proactivity, and strategic thinking.
  • Passion for securing clients' assets and their financial goals and not focused on selling financial products.

Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.

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