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Fee Only Financial Advisor Jobs in Ladera Ranch, CA

PIMCO

Manager, Fee Strategy

Newport Beach, CA · On-site

$107K - $148K/yr

Bachelor's degree in Finance, Economics, Mathematics, or a related analytical discipline. * CFA ... Only messages left for this purpose will be considered. A response to your request may take up to ...

PIMCO

Manager, Fee Strategy

Newport Beach, CA · On-site

$107K - $148K/yr

Bachelor's degree in Finance, Economics, Mathematics, or a related analytical discipline. * CFA ... Only messages left for this purpose will be considered. A response to your request may take up to ...

Empower

Retirement Plan Advisor- Orange County

Orange, CA · On-site +1

$79K - $112K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... We not only encourage but celebrate internal mobility. We also recognize the importance of purpose ...

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All JobsFee Only Financial Advisor JobsFee Only Financial Advisor Jobs in Ladera Ranch, CA

Fee Only Financial Advisor information

See Ladera Ranch, CA salary details

$38.3K

$108.6K

$153.1K

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

As of Sep 1, 2026, the average yearly pay for fee only financial advisor in Ladera Ranch, CA is $108,572.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,700.00 and $139,300.00 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.

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Fee Only Financial Advisor jobs near you
Infographic showing various Fee Only Financial Advisor job openings in Ladera Ranch, CA as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $108,572 per year, or $52.2 per hour.

Financial Advisor with Sales Background

The Fadil Group

Irvine, CA • On-site

Full-time

Medical, Dental, Vision

This job post has expired today. Applications are no longer accepted.

Job description

Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At The Fadil Group of Northwestern Mutual, you’ll be joining a team committed to developing professionals who want to grow their impact through meaningful work, strong relationships, and a collaborative culture. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers. The Fadil Group takes pride not only in professional growth but also in giving back, actively supporting organizations such as NEGU and Alex’s Lemonade Stand as part of their commitment to making a difference beyond the office. To get a deeper look at the team’s culture and day-to-day environment, candidates are encouraged to explore their culture video: https://www.youtube.com/watch?v=0ub8pClYJ6c. 

Our growing district office is located at: 18575 Jamboree Rd Irvine CA 92612 

A Glance at Northwestern Mutual (NM): 
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.  

Meet some of our team: 

Alex Fadil, Chief Development Officer & Managing Director: 
  • Time with NM: Since 2009 
  • Previous experience: Began his Northwestern Mutual career as an intern and has grown within the organization for 16 years, advancing into leadership through hands-on development, mentorship, and a deep understanding of the firm’s culture and growth model. 
  • Passionate about: Spending time with his family, including his wife and two children, traveling, exploring fine dining, skiing, and creating meaningful experiences with those closest to him. 
Samantha Mayer, Director of Career Development: 
  • Time with NM: Since 2023 
  • Previous experience: Built her professional foundation in the apparel licensing industry before transitioning to Northwestern Mutual, bringing strong relationship-building skills and a creative, people-focused approach to career development. 
  • Passionate about: Working out, traveling, discovering new coffee shops, spending time at the beach, snowboarding, and attending country concerts. 
About the Financial Advisor Role: 
As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. 

Watch this video to hear about a day in the life as an Orange County Northwestern Mutual Advisor: https://www.youtube.com/watch?v=tar1BSa7Gaw 

Key Responsibilities: 
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. 
Qualifications: 
  • Education: Bachelor's Degree is strongly preferred or military equivalent. 
  • Experience: Previous experience in sales, financial services, insurance or business development is beneficial but not required. 
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. 
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). 
Benefits: 
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. 
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling. 
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. 
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. 
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. 

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Fadil is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.