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Fee Only Financial Planning Jobs (NOW HIRING)

TalentLink Solutions

Financial Advisor

Bryan, TX · On-site

$115K/yr

We are an independent, fee-only Registered Investment Advisor that has been serving clients for ... You are passionate about comprehensive financial planning and understand that exceptional wealth ...

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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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 ...

RIA Recruiting

Associate Financial Planner

Edina, MN · Hybrid

$80K - $90K/yr

... fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth management services that integrate life planning with financial planning, helping clients align ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

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 ...

RIA Recruiting

Associate Financial Planner

Edina, MN · On-site

$80K - $90K/yr

... fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth management services that integrate life planning with financial planning, helping clients align ...

Willis Johnson Wealth

Associate Wealth Manager

Houston, TX · On-site

$80K - $125K/yr

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 ...

RK Partners

Financial Advisor-Seattle, WA

Seattle, WA

$140K/yr

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 ...

RK Partners

Financial Advisor-Seattle, WA

Chicago, IL · On-site

$140K - $155K/yr

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 ...

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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 Advisor / Financial Planner

Wealth Advisor / Financial Planner

Tobias Financial Advisors

Plantation, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

About Tobias Financial Advisors
Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through life's transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team.
Why Join Us
As part of our team, you'll have the opportunity to make a meaningful impact on clients' lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships.
Position Summary
We're looking for a passionate and driven Wealth Advisor to manage client relationships, lead planning engagements, and contribute to firm-wide initiatives. This role is ideal for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to grow with an established, values-driven firm.
What You'll Get to Do
  • Lead and deepen relationships with new and existing clients
  • Develop comprehensive financial plans that align with clients' goals
  • Build investment policy statements and conduct ongoing portfolio reviews
  • Identify tax planning opportunities and collaborate with CPAs and planning associates
  • Research and provide recommendations on estate planning, investments, and Social Security strategies
  • Participate in business development, including attending client events and engaging Centers of Influence
  • Contribute to firm initiatives and mentor junior team members (as applicable)

What We're Looking For
  • Bachelor's degree
  • CFP® certification
  • Minimum 3-5 years of financial planning experience within a wealth management or financial advisory firm
  • Experience managing client relationships and presenting complex planning concepts
  • Proficiency with financial planning and CRM software (e.g., MoneyGuidePro, Salesforce)
  • Strong analytical skills, attention to detail, ethical decision-making, and a commitment to fiduciary standards

Compensation & Benefits
  • Competitive salary + performance-based incentive compensation
  • Fully paid medical, dental and vision coverage
  • Unlimited PTO
  • 401(k) and profit-sharing plan
  • Professional development support (tuition reimbursement, certification expenses, association dues)

Please note: Tobias Financial Advisors is unable to provide immigration or visa sponsorship for this position, now or in the future. Candidates must be authorized to work in the United States without current or future employer sponsorship.
*Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary action in their history.
**Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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