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Fee Only Financial Planning Jobs (NOW HIRING)

JMG Financial Group

Financial Advisor - WI

Madison, WI · 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 ...

Anew Recruiting

Sr. Financial Advisor

Colorado Springs, CO · On-site

$400K - $500K/yr

Wealth Manager / Financial Advisor Colorado Springs, CO About the Opportunity A respected, fee-only ... EA, CPA, or strong tax planning experience is highly desirable. * Familiarity with fee-only ...

Burton Enright Welch

Advisor

Walnut Creek, CA · On-site

$110K - $165K/yr

I. MISSION Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under ...

Burton Enright Welch

Advisor

Walnut Creek, CA

I. MISSION Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under ...

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Fee Only Financial Planning information

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$35.5K

$60.6K

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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 - WI

JMG Financial Group

Madison, WI • On-site

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted yesterday

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.

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