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 |
|---|---|---|---|---|
| Haley Herr | Rosemeyer Management Group | Sterling | Not listed | Percentage of assets, Fixed fees |
| Hannah Burchell | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Hannah Vickery | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Harold Davidson | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Harold Sawyer, Jr. | Westover Capital Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Harris Kirschner | 3rd Creek | Incline Village | Not listed | Percentage of assets, Hourly |
| Harrison Newmark | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Harvis Astorga | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Hayden Wilson | Revolution Partners | Columbia | Not listed | Percentage of assets, Hourly |
| Hayley Brown | Hello Wealth Financial Advisors | Athens | Not listed | Percentage of assets, Hourly |
| Henry Rutherford | Liberty Atlantic Advisors | Florence, Italy | Not listed | Percentage of assets, Hourly |
| Hideyoshi Watanabe | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Hogan Roberts | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| Holly Huddleson | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Hubert Lenczowski | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Hunter Smith | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Ian Foster | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Ian Robertson | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Isabella Tam | Beyond Wealth Advisory | South San Francisco | Not listed | Percentage of assets, Hourly |
| Jace Prows | Luminary Wealth Advisors | Mckinney | Not listed | Percentage of assets, Fixed fees |
| Jack McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Jackson Burk | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Jacob Higgins | Campbell Asset Management | Chattanooga | Not listed | Percentage of assets, Hourly |
| Jacob Mardian | American Financial Planning | Roanoke | Not listed | Flat fee or retainer, One-time planning fee |
| Jacob Martin | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jacob Rosemeyer | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jacob Wandel | Plan Group | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Jada Fouch | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Jadyn Kerns-Funk | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Jake Cooper | High Probability Advisors | Albany | Not listed | Percentage of assets |
| Jake Crosby | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jake Miller | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jake Pendl | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| James Bailey | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| James Billingsley | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| James Forsyth | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| James Gallagher | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| James Gissy | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| James Hershberger | Round Table Investment Strategies | Lincoln | Not listed | Percentage of assets, Fixed fees |
| James Hua | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| James Pritchett | Fouts Law Group | Woodstock | Not listed | Percentage of assets, Fixed fees |
| James Robinson | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| James Schmidt | Schmidt Wealth Management | Fargo | Not listed | Percentage of assets, Hourly |
| James Sexton | Phillip James Financial | Plymouth | Not listed | Percentage of assets |
| James Spoor | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Jamie Langlow | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Jamie Shelton | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jared Van Slyke | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Jason Aluague | Haynie Wealth Management | Fort Collins | Not listed | Percentage of assets |
| Jason Goosen | Rapids Financial | Kentwood | 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.