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Fee Only Financial Planning Jobs (NOW HIRING)

RIA Recruiting

Financial Advisor (Remote)

Independence, OH · Remote

$125K - $175K/yr

TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Financial Advisor to join our expanding team and play a key role in ...

XYPN

Director of Policy and Regulatory Affairs

$100K - $142K/yr

About XYPN XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams with complete autonomy. We do ...

RIA Recruiting

Financial Advisor

Independence, OH

$125K - $175K/yr

TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Financial Advisor to join our expanding team and play a key role in ...

JMG Financial Group

Financial Advisor - IL

Downers Grove, IL · On-site

$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 ...

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Fee Only Financial Planning information

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$35.5K

$60.6K

$104.5K

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

As of Aug 7, 2026, the average yearly pay for fee only financial planning in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

How does a fee-only financial planner collaborate with clients and other professionals to develop comprehensive financial plans?

Fee-only financial planners work closely with clients to understand their unique financial goals, gathering detailed information about income, expenses, investments, and risk tolerance. They often collaborate with other professionals, such as tax advisors, estate attorneys, and insurance agents, to ensure all aspects of a client’s financial life are addressed. Regular meetings and clear communication are essential, as planners must update plans in response to life changes or market conditions. Building trust and maintaining transparency about fees and recommendations are key to long-term client relationships.

What is the difference between Fee Only Financial Planning vs Certified Financial Planner (CFP)?

AspectFee Only Financial PlanningCertified Financial Planner (CFP)
CredentialsTypically no specific certification requiredMust hold CFP certification
Work EnvironmentIndependent advisors, online platforms, or firmsFinancial planning firms, advisory practices
Industry UsageUsed broadly for fee-based planning servicesProfessional designation for credentialed planners
Search/Comparison IntentUnderstanding fee structures and servicesVerifying professional credentials and expertise

Fee Only Financial Planning refers to a payment model where advisors charge clients directly for their services without commissions. Certified Financial Planner (CFP) is a professional designation indicating a high level of expertise and adherence to ethical standards. While many Fee Only Financial Planners are CFPs, not all are, and the designation emphasizes credentials, whereas fee-only describes the payment structure.

What is fee-only financial planning?

Fee-only financial planning is a type of financial advisory service where the planner is compensated solely by the client and does not receive commissions or incentives from selling financial products. This approach helps eliminate potential conflicts of interest, ensuring advice is focused on the client's best interests. Fee-only planners typically charge hourly rates, flat fees, or a percentage of assets under management. They provide comprehensive financial guidance, including retirement, investment, tax, and estate planning.

What are the key skills and qualifications needed to thrive as a fee-only financial planner, and why are they important?

To thrive as a Fee Only Financial Planner, you need a deep understanding of personal finance, investment strategies, and regulatory requirements, often supported by a CFP (Certified Financial Planner) certification or similar credentials. Familiarity with financial planning software, portfolio management tools, and compliance systems is typically required. Exceptional interpersonal skills, integrity, and the ability to communicate complex financial concepts clearly set top professionals apart. These skills are crucial to building trust, delivering objective advice, and helping clients achieve their financial goals without conflicts of interest.
More about Fee Only Financial Planning jobs
What cities are hiring for Fee Only Financial Planning jobs? Cities with the most Fee Only Financial Planning job openings:
What states have the most Fee Only Financial Planning jobs? States with the most job openings for Fee Only Financial Planning jobs include:
What job categories do people searching Fee Only Financial Planning jobs look for? The top searched job categories for Fee Only Financial Planning jobs are:
Fee Only Financial Planning jobs near you
Infographic showing various Fee Only Financial Planning job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Financial Advisor- Fee Based

Hatteras Capital Advisors

Brentwood, TN • On-site

Full-time

Re-posted 6 hours ago

Job description

Job Title: Experienced Fee-Only Financial Advisor

Location: Greater Nashville area

Overview: We are seeking a seasoned Fee-Only Financial Advisor to join our team, expand their existing book of business, and potentially merge with our firm. The ideal candidate will work independently while collaborating with our successful team, benefiting from unlimited earning potential and opportunities to grow a thriving business leveraging our experienced leadership, reputation, and comprehensive range of services.

Key Responsibilities:

  • Seamlessly transition an existing book of business and retain at least 60%.
  • Develop new client relationships through proactive engagement, networking, and referrals.
  • Deliver exceptional financial planning services, promote company offerings, and adhere to regulatory guidelines.
  • Collaborate with team members, participate in meetings, training, and community events.

Qualifications:

  • Minimum of 3 years of experience in financial planning or investment advisory.
  • Active Series 65/66 licenses; clean U-4 and U-5 history.
  • Preferred: CFP designation, Series 7, Life & Health Insurance licenses.
  • Proficiency in relationship management, communication, Microsoft Office, and E-Money software.
  • Bachelor’s degree or higher is strongly preferred.

Skills:

  • Excellent communication, organizational, and client service skills.
  • Strong business development and relationship management capabilities.

If you're an ambitious professional looking for growth and collaboration in a dynamic environment, we encourage you to apply.