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 |
|---|---|---|---|---|
| Kristine Stawinski | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Kyle Bruner | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Kyle French | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Kyle Fulton | Seneca Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Kyle Keir | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Kyle Spiewak | Pacific Point | San Diego | Not listed | Percentage of assets, Hourly |
| Laura Schmidt | Higgins & Schmidt Wealth Strategies | Denver | Not listed | Percentage of assets |
| Laura Steagall-Cissell | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Lauren Bellomo | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Lauren Douglas Carpenter | Revolution Partners | Lamar | Not listed | Percentage of assets, Hourly |
| Lauren Urbanski | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Lawrence Muscant | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Lee Boudouris | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Leonardo Guillen | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Leslie Campora | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Lily Hsieh | HC Advisors | Sandy Springs | Not listed | Percentage of assets |
| Lincoln West | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Linda Gardner | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Lisa Green | Sunpointe Investments | Bryn Mawr | Not listed | Percentage of assets, Fixed fees |
| Lisa Shive | RBG Wealth Advisors | Memphis | Not listed | Percentage of assets |
| Louis Iovannone | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Louis Marchant | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Lucas Nulsen | S.E.E.D. Planning Group | Knoxville | Not listed | Percentage of assets, Hourly |
| Luis Delrio | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Luke Dandar | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Luke Podbury | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Luke Smith | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Luke Stein | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Macy Strickland | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Malcolm Walton | Gannett Wealth Advisors | Frisco | Not listed | Percentage of assets, Fixed fees |
| Marc Rosenbach | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Marco Vidal | Sundial Wealth | Delray Beach | Not listed | Percentage of assets, Hourly |
| Maria Bell | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Maria Garyfallos | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Mark Bucholtz | Cornerstone Advisors | Topeka | Not listed | Percentage of assets |
| Mark Castonguay | American Financial Planning | Yorktown | Not listed | Flat fee or retainer, One-time planning fee |
| Mark Feldser | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Mark Perry | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mark Seski | Harvest Portfolio Management | Isle Of Palms | Not listed | Percentage of assets |
| Mark Tekamp | Heritage Wealth Management Group | Norfolk | Not listed | Percentage of assets, Fixed fees |
| Marmar Binley | KM Capital Management | Roanoke | Not listed | Percentage of assets, Fixed fees |
| Martin Link | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| Mary Gilligan | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Mary Price | CJM Wealth Advisers | Falls Church | Not listed | Percentage of assets, Fixed fees |
| Mateo Alzate | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Mathew Wynn | Jamison Hanson | Salem | Not listed | Percentage of assets, Hourly |
| Matthew Babson | Good Harbor Advisors | Gloucester | Not listed | Percentage of assets, Hourly |
| Matthew Barr | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Matthew Beardwood | Westover Capital Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Matthew Dirkse | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
Guides
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.