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 |
|---|---|---|---|---|
| Dane Nelson | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Daniel Carter | Sierra Management Group | Reno | Not listed | Percentage of assets, Hourly |
| Daniel Kain | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Daniel Martinez | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Daniel Nunez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Daniel Quartararo | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Danny Worrell | Truewater Wealth | Ponte Vedra Beach | Not listed | Percentage of assets |
| Dante Milanesi | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Darren Williams | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Dave Straley | 3rd Creek | Incline Village | Not listed | Percentage of assets, Hourly |
| David Berkowitz | VAP Wealth Advisors | Red Bank | Not listed | Percentage of assets |
| David Cantor | Liberty Atlantic Advisors | Florence, Italy | Not listed | Percentage of assets, Hourly |
| David Carnevale | ProsperiTea Planning | Greenfield | CFA | One-time planning fee |
| David D'Eredita | Rise Private Wealth Advisors | Tucson | Not listed | Percentage of assets, Hourly |
| David Freisner | Konza Global Wealth Group | Overland Park | Not listed | Percentage of assets, Fixed fees |
| David Greenleigh | LGG Financial | Bethesda | Not listed | Percentage of assets |
| David Huff | DW Huff Advisory | Chalmette | PFS | Percentage of assets, Hourly |
| David McGowan | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| David Mott | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| David Mulnix | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| David Ream | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| David Wolf | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Dean Kohmann | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Dennis Jackson | Allred Jackson | North Logan | Not listed | Percentage of assets |
| Dennis Perdue | Westover Capital Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Dennis Romney | Opportunus Wealth Management | Cottonwood Heights | Not listed | Percentage of assets, Hourly |
| Derek Collins | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Derek Walker | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Diana Malcom | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Diane Rose | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Dione Ramos | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Dipit Gupta | Finomenon | Kirkland | Not listed | Percentage of assets, Hourly |
| Dmitry Popov | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Dodd Disler | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Don Morgan | Colmina | Spokane Valley | Not listed | Percentage of assets, Hourly |
| Donald Carnaghi | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Donald Fallenbaum | Fallenbaum CPA & Advisors | Plantation | Not listed | Percentage of assets, Hourly |
| Donald Kalil | Affinity Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Donald Slone | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Douglas Walters | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Douglas Yoakley | PYA Waltman Capital | Knoxville | Not listed | Percentage of assets, Hourly |
| Drake Dunlap | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Drayton Carlberg | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Dustin Fadenrecht | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Dylan Jones | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Dylan Rasmason | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Edward Kriczky | Kriczky Wealth Management | Downingtown | Not listed | Percentage of assets, Hourly |
| Edward Ledermann | Whale Shark Financial | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Edward Ober | Balancing Life Financial Planning | Orange | Not listed | Ongoing planning fee, One-time planning fee |
| Edward Riley | Colmina | Seattle | Not listed | Percentage of assets, Hourly |
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.