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 |
|---|---|---|---|---|
| Jason Grohman | PLW Financial | New Braunfels | Not listed | Ongoing planning fee |
| Jason Kleinschmidt | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Jason Kohut | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |
| Jason Saxon | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Jason Shaya | Mission Hills Financial | San Diego | Not listed | Percentage of assets, Hourly |
| Jay Conner | Arena Wealth Advisors | Jeffersonville | Not listed | Percentage of assets, Hourly |
| Jay Lauer | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Jean-Andre Corpuz | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Jeanne Hill | Harvest Portfolio Management | North Fort Myers | Not listed | Percentage of assets |
| Jeff McGovern We help busy parents and individual professionals plan for the future and enjoy the present moment. | Haven Wealth Planning | Kirkwood | Not listed | Percentage of assets, Flat fee or retainer |
| Jeffrey Braverman | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Chase | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jeffrey Fouts | Fouts Law Group | Elijay | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Sorensen | Cornerstone Advisors | Topeka | Not listed | Percentage of assets |
| Jeffrey Widdup | Milinovich & Company | Waynesburg | Not listed | Ongoing planning fee |
| Jennifer Paterson | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Jerad Rosburg | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jeremy Six | Foster & Wood | Lake Oswego | Not listed | Percentage of assets, Fixed fees |
| Jeremy Wadsworth | North Woods Wealth Management | Buffalo | CFA | Percentage of assets, Fixed fees |
| Jeremy Wallace | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Jessica Bedell | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Jessica Blake | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jim Gibbons | High Pines Wealth Management | Duxbury | Not listed | Percentage of assets |
| Jimmy Cardentey | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Joe Fletcher | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Joel Regier | Bondurant Investment Advisory | Evanston | Not listed | Percentage of assets, Fixed fees |
| Joel Yaeger | Compound | Waunakee | Not listed | Percentage of assets, Fixed fees |
| John Benedict | J2 Capital Management | Troy | Not listed | Percentage of assets, Hourly |
| John Blair | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| John Drefcinski | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| John Eisele | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| John Fitzgerald | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| John Gray | Hamilton Gray Wealth Management | Houston | Not listed | Ongoing planning fee |
| John Krolikowski | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| John Mann | High Probability Advisors | Fort Meyers | Not listed | Percentage of assets |
| John McCully | Tim Looney Investments | Longwood | Not listed | Ongoing planning fee, One-time planning fee |
| John Orobono | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| John Paulson | Clear Sky Financial | Prosper | Not listed | Percentage of assets, Hourly |
| John Sardoni | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| John Shepherd | BlueDoor Private Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| John Tenley | Summit Advisor Group | Bloomington | Not listed | Percentage of assets |
| Johnathan Komich | Komich Capital Advisors | Ronkonkoma | CFA | Percentage of assets, Fixed fees |
| Jon Paul Espinoza | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Jonathan Shaw | Catawba River Capital | Lake Wylie | Not listed | Percentage of assets, Hourly |
| Jordan Ney | Blue Water Wealth | Denver | Not listed | Percentage of assets, Fixed fees |
| Jorge Perez Ruiz | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Jose Maria Bilbao Cunha Joia | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Joseph Billeaud | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Joseph Feste | KM Capital Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Joseph Feste | KM Capital Management | Austin | Not listed | Percentage of assets, Fixed fees |
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.