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Fee Only Financial Planning Jobs in Riverside, CA

Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...

Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...

Wealth Advisor

Irvine, CA · On-site

$300K/yr

Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage relationships with high net worth clientele including tax and estate planning, financial planning, asset ...

FP&A Manager

Irvine, CA

$115K - $125K/yr

The FP&A Manager is responsible for playing a key role as a strategic business partner in ... Vacation time offered at an accrual rate of 3.08 hours biweekly; unused vacation is only paid out ...

FP&A Manager

Irvine, CA · On-site

$115K - $125K/yr

The FP&A Manager is responsible for playing a key role as a strategic business partner in ... Vacation time offered at an accrual rate of 3.08 hours biweekly; unused vacation is only paid out ...

FP&A Manager

Irvine, CA

$115K - $125K/yr

The FP&A Manager is responsible for playing a key role as a strategic business partner in ... Vacation time offered at an accrual rate of 3.08 hours biweekly; unused vacation is only paid out ...

WHAT YOU WILL DO The FP&A Manager is responsible for assisting business planning, forecasting ... California Privacy Notice This notice only applies to our applicants who reside in the State of ...

FP&A Manager

Irvine, CA · On-site

$88K - $136K/yr

WHAT YOU WILL DO The FP&A Manager is responsible for assisting business planning, forecasting ... California Privacy Notice This notice only applies to our applicants who reside in the State of ...

WHAT YOU WILL DO The FP&A Manager is responsible for assisting business planning, forecasting ... California Privacy Notice This notice only applies to our applicants who reside in the State of ...

You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management.    What We Offer:  

Financial Analyst

Redlands, CA · On-site

$70K - $75K/yr

The ideal candidate is analytical, business-minded, detail-oriented, and excited to grow into a larger FP&A role over time. Please note that this position is an ON-SITE POSITION ONLY ; we do not ...

FP&A Tech, Anaplan Director

Irvine, CA · On-site

$155K - $410K/yr

... FP&A Tech, Anaplan Director, you will lead efforts within our Finance practice to enhance client ... For only those qualified applicants that are impacted by the Los Angeles County Fair Chance ...

Associate Manager, FP&A

Irvine, CA · Hybrid

$109K - $122K/yr

We're not only the largest Mexican-inspired quick service brand (QSR) in the world, we're also part ... Reporting to the Sr. Manager of FP&A, the Associate Manager will oversee key areas of the P&L ...

Finance Director

Irvine, CA · On-site

$167K - $177K/yr

Financial Planning & Analysis (40%) * Lead annual budgeting, monthly forecasting, and long-range ... Employee-only premium covered at 100% * Optional Voluntary Benefits: STD, Hospital, Critical ...

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Showing results 1-20

Fee Only Financial Planning information

See Riverside, CA salary details

$37K

$63.2K

$109K

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

As of Sep 1, 2026, the average yearly pay for fee only financial planning in Riverside, CA is $63,240.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,500.00 and $71,500.00 per year, depending on experience, location, and employer.

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 Riverside, CA?

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

What job categories do people searching Fee Only Financial Planning jobs in Riverside, CA look for?

The top searched job categories for Fee Only Financial Planning jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Fee Only Financial Planning jobs?

Cities near Riverside, CA with the most Fee Only Financial Planning job openings:

Infographic showing various Fee Only Financial Planning job openings in Riverside, CA as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $63,240 per year, or $30.4 per hour.

Financial Advisor-Seattle, WA

Irvine, CA

$140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 hours ago


Job description

Financial Advisor
We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, our client manages over $11.05 billion in assets and services clients across the nation. 

Why become an Advisor? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors:

  • Marketing & Business Development- We generate the leads so that our Advisors don't have to invest their time on marketing efforts. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.
  • Financial Planning- Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life.
  • Investment Management- Our trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc.
  • Operations and Client Services- We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's "to-do" list!
  • Unparalleled Professional Development- Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team.

Requirements:

  • The financial advisors are generally required to be CERTIFIED FINANCIAL PLANNER professionals, Certified Public Accountants, or Chartered Financial Analysts, and have at least five years of financial planning experience.
  • Ability to assess a prospective client's needs and their financial goals.
  • A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
  • Effective communication skills. Ability to deliver comprehensive financial plans to clients.
  • Previous experience teaching classes or presenting is a plus.

Additional Details:

  • Salaried position + Benefits.
  • Starting base salary: $140,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved.
  • Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release.

Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy.