ZipRecruiter

Log In

1

Fee Only Financial Advisor Jobs in Wisconsin (NOW HIRING)

JMG Financial Group

Financial Advisor - WI

Madison, WI

$100K - $150K/yr

... fee-only planning firm with an established reputation and infrastructure. The Financial Advisor ... must have knowledge in all areas of comprehensive financial planning and at least 5 years of client ...

Trajan Wealth

Financial Advisor - Wisconsin

Milwaukee, WI · On-site

$100K/yr

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management ... Role Overview We're looking to expand into Wisconsin and are looking to hire Financial Advisors in ...

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Develop team marketing/branding and value proposition, and lead brokerage-to-fee conversion ... Financial Advisor Training program curriculum. Participants will be required to complete all ...

Associatedbank

Financial Advisor

Stevens Point, WI

In your role as an Associated Investment Services Financial Advisor, you will provide quality ... Required * 5+ years of advisory/fee based Investment and insurance sales, growing a thriving book ...

Associated Bank

Financial Advisor

Stevens Point, WI · On-site

In your role as an Associated Investment Services Financial Advisor, you will provide quality ... Required * 5+ years of advisory/fee based Investment and insurance sales, growing a thriving book ...

Thrivent

Financial Advisor

Madison, WI

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

Appleton, WI · 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

Janesville, WI

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

Green Bay, WI

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.

next page

Showing results 1-20

All JobsFee Only Financial Advisor JobsFee Only Financial Advisor Jobs in Wisconsin

Fee Only Financial Advisor information

See Wisconsin salary details

$36.3K

$103.1K

$145.3K

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

As of Aug 26, 2026, the average yearly pay for fee only financial advisor in Wisconsin is $103,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $132,200.00 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 Wisconsin?

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

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

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

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

Cities in Wisconsin 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 Wisconsin as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $103,090 per year, or $49.6 per hour.

Financial Advisor - WI

Madison, WI

JMG Financial Group
Finance and Insurance • 11 - 50 employees
Learn more about JMG Financial Groupexternal

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 20 days ago

Job description

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025.
JMG is in search of a full-time Financial Advisor who can service clients in Wisconsin, specifically in the Milwaukee/Madison area. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure.
The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team.
Qualifications Required:
  • Minimum 5 years of client facing experience
  • CFP® designation (Certified Financial Planner)
  • CFA® and/or CPA designations acceptable
  • Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts
  • Proficient in basic computer skills especially Microsoft Office
Education: Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business
Compensation: Exempt position, eligible for bonuses and full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential. This is not a sales position.
Your resume and cover letter referring to this posting are required to be considered.
JMG is an equal opportunity employer.

Apply