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Fee Only Financial Planning Jobs (NOW HIRING)

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 ...

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 ...

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 ...

Burton Enright Welch

Associate Advisor

Walnut Creek, CA · On-site

$85K - $110K/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 · 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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All JobsFee Only Financial Planning Jobs

Fee Only Financial Planning information

See salary details

$35.5K

$60.6K

$104.5K

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

As of Jun 27, 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 typically 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 June 2026, with employment types broken down into 79% Full Time, 17% Part Time, 1% Temporary, 2% Contract, and 1% Nights. 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.

Wealth Management Internship: Fall 2026

Willis Johnson Wealth

Houston, TX • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

Each year, we invite 3–5 college Juniors, Seniors, or post-grad CFP® candidates to explore a career in financial planning and wealth management through our Wealth Management Internship. Interns are fully integrated into one of our advisory teams, where they receive technical training, one-on-one mentoring, and valuable networking opportunities.
As a Wealth Management Intern, you’ll gain hands-on experience by contributing to strategy sessions, joining client meetings, and taking ownership of a key project. This role provides meaningful exposure to the wealth management profession while building the skills and confidence needed for a successful career.
Why Willis Johnson Wealth?
Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management.
The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Essential Responsibilities
  • Assist in the preparation for client meetings by preparing a high volume of Investment Review books for clients, reviewing compliance paperwork, and meeting summaries
  • Help prepare financial plans, reviews, reports and client presentations
  • Perform investment and other project research
  • Input data into financial planning software (eMoney and Morningstar)
  • Observe client investment and planning meetings
  • Perform stock compliance and trade review, as needed
  • Create and analyze performance reports for investment committee meetings
  • Compile and research technical analysis using Dorsey Wright Point & Figure methodology
  • Attend weekly Financial Planning and Investment team meetings
  • Learn how to identify qualified prospects for business development purposes, as needed
Qualifications
  • Finance, Business, Accounting, or Financial Planning major preferred
  • Minimum GPA of 3.2 required
  • Highly interested in a career in Wealth Management or Financial Planning
  • Demonstrated track record of initiative
  • Strong technology, research and organizational skills
  • Enjoys research and analysis
  • Confident, poised and professional in appearance
  • Capable of taking on creative challenges and tight deadlines
What We offer
  • Paid Internships:
    • Undergraduates: $18/hour
    • Graduates, Post Grad, MBA: $21/hour
  • Collaborative, Positive Teammates
  • Mentorship Program
  • Rewarding Work that Matters

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