Tax planning
Tax planning, as a financial-advisor specialty, is multi-year strategic coordination, not tax return preparation. Roth conversions, charitable stacking, DAF strategy, asset-location decisions, equity-comp timing, state residency, and the layering of all of those against a household's plan. Advisors listed here coordinate with CPAs and carry tax as a year-round design constraint.
By the numbers
The Wellspent public graph lists 5,861 fee-only financial advisors focused on tax planning at 2,494 firms, most in Houston, San Diego and Scottsdale. 50% hold the CFP certification. Of the 5845 with fees on file, 87% charge percentage of assets.
- Advisors listed
- 5,861
- Firms
- 2,494
- Cities
- 1,232
- Hold the CFP
- 50%
- Other credentials: CFA 9% · CPA 3% · EA 2%
- How they charge (of 5845 with fees on file): percentage of assets 87% · fixed fees 50% · hourly 41% · ongoing planning fee 16%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors with depth in tax planning
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Carson Pope | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Carson Skaggs | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Carsten Hood | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Carter Klaas | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Casey Boland | HCM Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Casey Martens | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| Casey Phinney | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Caspian Campaigne | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Cassandra Conte | Taylor Financial Group | Roanoke | Not listed | Percentage of assets, Fixed fees |
| Cassidy Kohmann | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Catharine Betzig | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Chad Taylor | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Charles Smith | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Chaya Sternbach | Yields4U | Bet Shean, Israel | Not listed | Percentage of assets, Hourly |
| Christen Biddlestone | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Christina Doherty | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Christina Hua | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Christina Johnson | 3rd Creek | Reno | Not listed | Percentage of assets, Hourly |
| Christine Foster-Perry | Absher Wealth Management | Wilkesboro | Not listed | Percentage of assets, Hourly |
| Christopher Barr | Bluestone Private Wealth | Cleveland | Not listed | Percentage of assets |
| Christopher Benson | LK Benson & Company | Timonium | PFS | Hourly, Fixed fees |
| Christopher Berte | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |
| Christopher Brauner | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Christopher Conover | Hudson Companies | Pearl River | Not listed | Percentage of assets, Hourly |
| Christopher Cubbage | Opportunus Wealth Management | Gig Harbor | Not listed | Percentage of assets, Hourly |
| Christopher Gettelfinger | S.E.E.D. Planning Group | Saint Petersburg | Not listed | Percentage of assets, Hourly |
| Christopher Morgan | Gilliland Jeter Wealth Management | Little Rock | Not listed | Percentage of assets |
| Christopher Nolt | Solid Rock Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Christopher Radigan | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Christopher Ruane | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Christopher Topolewski | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Cindy Yac | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Cinthya Miceli | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Clare Manning | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Clarence Bush | Bush Capital Management | Sarasota | Not listed | Percentage of assets, Hourly |
| Clark Brown | Hello Wealth Financial Advisors | Athens | Not listed | Percentage of assets, Hourly |
| Clifford Veach | Veach Family Financial | North Little Rock | PFS | Percentage of assets, Hourly |
| Clifton Rutherford | R & J Financial Partners | Winchester | PFS | Percentage of assets, Hourly |
| Cody Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| Cole Thomas | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Colten Kitcho | Note Advisors | Buffalo | Not listed | Percentage of assets, Hourly |
| Corey Thacker | Gannett Wealth Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Cort Morris | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Cortright Wetherill | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Cory Capps | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Craig Sigeti | CES Investment Strategies | Lititz | Not listed | Percentage of assets |
| Cynthia Curtis Nelson | Eagle Bay Family Office | San Juan | Not listed | Percentage of assets, Hourly |
| Dallas Wheeler | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Dalton Herrin | Lakeridge Wealth Management | Albuquerque | Not listed | Percentage of assets, Hourly |
| Damian Dufour | Fiduciary Benefits Group | San Diego | Not listed | Flat fee or retainer |
Guides
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Capital gains tax in Canada: how it works
Canada taxes half of a capital gain. The CRA's inclusion rate is 50%, so a C$20,000 gain adds C$10,000 to your taxable income. Here's how losses, your home and timing change the bill.
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The dividend tax credit in Canada, explained
Eligible Canadian dividends are grossed up to 138% on your return, then earn a federal credit of 15.0198% of that amount. Foreign dividends get no credit. Here's how it works and where it can cost you.
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Enrolled agent vs CPA: which one should do your taxes?
For a federal return or an IRS problem, an enrolled agent and a CPA have the same rights before the IRS. EAs are tax specialists licensed by the IRS and charged an average $228 for a basic 1040 in 2025, against $280 for CPAs.
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Moving to another state: the tax and money plan
Eight states have no income tax in 2026 and top rates elsewhere reach 13.3%. What you save depends on when residency changes, what your old state can still tax, and property, sales and estate taxes.
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Tax-loss harvesting: the rules, the traps, and when advice pays
A harvested loss offsets capital gains in full and up to $3,000 of other income a year. It's worth the most against short-term gains, worth nothing in the 0% bracket, and easy to undo with a wash sale.
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Tax preparer vs tax planner: which do you need?
A tax preparer reports last year accurately; a tax planner changes this year and next so you owe less over time. A basic prepared return averaged $236 in 2025. Planning from a fee-only planner costs a median $300 an hour or $2,000 for a plan.