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Fee Only Financial Planning Jobs in Michigan (NOW HIRING)

Mainstay Capital Management, LLC

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Investment Advisor / Financial Consultant

Grand Blanc, MI · On-site

$110K - $350K/yr

Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with over $4 ... Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro ...

Mainstay Capital Management, LLC

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Investment Advisor / Financial Consultant

Troy, MI · On-site

$110K - $350K/yr

Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with over $4 ... Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro ...

Mainstay Capital Management, LLC

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Operations/Administrative Associate

Grand Blanc, MI · On-site

$40K - $130K/yr

... Financial Advisor" by Barron's and fee-only "Top 100 Wealth Advisor" by Forbes in Southeast ... Additionally, with our staff of Certified Financial Planners and Chartered Retirement Counselors ...

Hantz Group

Financial Planning Assistant

Tecumseh, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Midland, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Canton, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Ann Arbor, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Marquette, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Bay City, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Southfield, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Marquette, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Saginaw, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Southfield, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Tecumseh, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Canton, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

Hantz Group

Financial Planning Assistant

Bay City, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We ask that interested individuals apply to only one position. Any other opportunities or positions ...

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All JobsFee Only Financial Planning JobsFee Only Financial Planning Jobs in Michigan

Fee Only Financial Planning information

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.

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 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.

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 are popular job titles related to Fee Only Financial Planning jobs in Michigan?

For Fee Only Financial Planning jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Fee Only Financial Planning jobs in Michigan look for?

The top searched job categories for Fee Only Financial Planning jobs in Michigan are:

What cities in Michigan are hiring for Fee Only Financial Planning jobs?

Cities in Michigan with the most Fee Only Financial Planning job openings:

Fee Only Financial Planning jobs near you
Infographic showing various Fee Only Financial Planning job openings in Michigan as of August 2026, with employment types broken down into 76% Full Time, 12% Part Time, and 12% Contract. Highlights an 88% In-person, 6% Hybrid, and 6% Remote job distribution.

Investment Advisor / Financial Consultant

Mainstay Capital Management, LLC

Grand Blanc, MI • On-site

$110K - $350K/yr

Full-time

Medical, Vision, Life, Retirement, PTO

Re-posted 15 days ago

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Job description

Join a growing Registered Investment Advisor with opportunity for advancement.

Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with over $4.5 billion in assets under management. Mainstay has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past 17 years and teh Top25 for the past 12 years.

Mainstay Capital Management is seeking an experienced Financial Advisor for our Troy, MI office and one for our Grand Blanc, MI office to help service our expanding client base. Our advisors are paid a base salary plus a generous quarterly bonus and other bonuses. Base salary ranges from $60,000 to $200,000 (dependent on experience level). Additional annual bonuses range from $30,000 to $150,000. We also provide a generous signing bonus.

We do not have sales targets. This is not a high pressure sales environment. It is not commission based. We take exceptional care of our clients, and because we do so, we have significant referral business. We are a company that believes in taking care of clients first and the rest will follow.

$20,000 Signing Bonus

Position responsibilities include:

  • Managing existing client relationships.
  • Developing new client relationships.
  • This position is client relationship focused with no product sales or quotas to meet. Previous book/AUM not necessary.
  • Candidate is responsible for understanding and communicating client's goals, simplifying complicated financial concepts for clients, and ensuring the firm is meeting the client's broad range of financial needs.
  • Candidate must be a flexible, open-minded team player with excellent organizational and communication skills.

Desired Skills & Experience

  • Bachelors degree preferred (preference in finance or business).
  • Minimum three years of work experience investment/finance industry.
  • Solid understanding of financial markets and investments.
  • Ideal candidate has experience advising clients with retirement planning, asset allocation, estate planning, employee benefits, tax planning and insurance.
  • Industry related designations (or working towards) such as CFP, CFA, or CPA preferred.
  • Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro preferred.
  • Ambition, high energy, and strong desire to succeed.
  • Excellent communication and relationship building skills.

Company Description

Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than $4.5 billion in assets under management. Our CEO, David Kudla, is ranked the #1 "Top 100 Independent Financial Advisor" by Barron's and fee-only "Top 100 Wealth Advisor" by Forbes in Southeast Michigan. At Mainstay Capital Management we are committed to providing professional, personalized service. Additionally, with our staff of Certified Financial Planners and Chartered Retirement Counselors, Mainstay offers advice and develops comprehensive solutions for any financial aspect of our client's life.