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 |
|---|---|---|---|---|
| Elchanan Abramowitz | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Elena Hawk | Hawk Advisory | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Eli Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | Not listed | Percentage of assets, Hourly |
| Elijah Fleming | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Elizabeth Kombrink | Willamette Wealth Partners | Eugene | Not listed | Percentage of assets |
| Elizabeth Lynch | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Elizabeth Mott | Tillman Hartley | Denver | Not listed | Percentage of assets, Fixed fees |
| Ella Anderson | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Ellen Seitzler | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Emily Johns | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Emma Gustin | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Eric LaNier | Higher Impact Financial | Riverside | Not listed | Percentage of assets, Hourly |
| Erick Reinoso | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Ernest Domingue | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Ethan Corman | RoseCap Financial Advisors | Grand Junction | CFA | Percentage of assets |
| Ethan Rush | Sigma Advisors | St. Louis | Not listed | Flat fee or retainer |
| Evan Daniels | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Evan Harris | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| Fabian Waldner | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Facundo Rawson | Acanto | Pound Ridge | Not listed | Percentage of assets, Hourly |
| Felicia Fly | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Fiona Capell | Blue Anchor Wealth Advisors | Bend | Not listed | Percentage of assets, Hourly |
| Fionn Allen | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Frank Ortiz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Frank Sterneck | Sterneck Capital Management | Park City | Not listed | Percentage of assets, Fixed fees |
| Frederick van Wyk | FCA | Calgary | Not listed | Percentage of assets, Hourly |
| Gabriela Morales Blanco | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Garrett Burgess | Cote Financial Management | Wenham | Not listed | Percentage of assets, Hourly |
| Garrett Jenkins | Hayden Harper Advisory | Charlotte | CFA | Percentage of assets, Hourly |
| Garrett Van Nostrand | Van Nostrand Wealth Management | San Diego | Not listed | Flat fee or retainer |
| Gary Martinelli | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| Geoffrey Sirhal | CharMarLine Wealth Management | Lynchburg | Not listed | Percentage of assets |
| George Daimler | Glass Lakes Capital Management | Overland Park | Not listed | Percentage of assets |
| George Holland | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| George Seybolt | Eagle Bay Family Office | Boca Grande | Not listed | Percentage of assets, Hourly |
| Gerard Downey | Linden Wealth Management | Oak Park | Not listed | Percentage of assets |
| Gerardo Palacios | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Gerrin Degroot | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Gianfranco Rastelli | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Gil Berman | Gil Berman Financial Adviser | Boulder | Not listed | Hourly |
| Giovanni Jimenez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Giulia King | Align WMGMT | Tucson | Not listed | Percentage of assets, Hourly |
| Gladys Chow | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Glenn Rossman | TrueWealth Financial Partners San Diego | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Grace Choi | Wills Financial Group | Richmond | Not listed | Percentage of assets, Hourly |
| Grady Kozak | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Graham Johnstone | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Grant Van Nostrand | Van Nostrand Wealth Management | Boise | Not listed | Flat fee or retainer |
| Gregory Chapas | Truewater Wealth | Ponte Vedra Beach | Not listed | Percentage of assets |
| Guy Chadwick | Third Stanza Group | Cave Creek | Not listed | Percentage of assets |
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.