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 |
|---|---|---|---|---|
| Stephen Green | Seneca Financial Advisors | Rochester | Not listed | Percentage of assets, Hourly |
| Stephen Miller | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Stephen Schmidt | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Stephen Sustrick | Honu Wealth | Sunnyvale | Not listed | Flat fee or retainer, Ongoing planning fee |
| Stephen Tuttle | Signet Financial Management of Southwest Florida | Parsippany | Not listed | Percentage of assets, Hourly |
| Stephenie Scelfo | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Steven Crawford | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Steven Farmand | Farmand, Farmand & Farmand | Jacksonville | Not listed | Percentage of assets |
| Steven Miller | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Steven Price | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Steven Wagner | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Stuart Brisgel | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Susan Foard | Pugh Wealth Management | Knoxville | Not listed | Percentage of assets, Hourly |
| Susan Maxey | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Susan Shackelford | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Tanner Carriere | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Tara Newton | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Tayeb Ayat | Fenul Wealth Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Teagan Parker | Rosemeyer Management Group | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Ted Taplett | Strategic Finance | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Teresa Coleman | Creekside Partners | Petaluma | Not listed | Percentage of assets, Fixed fees |
| Teresa Hughes | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Terrence Scroggin | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Terry Bussard | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Thiago Glieger | RMG Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| Thomas Brown | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Thomas Dettre | True North Financial Planning | South Burlington | Not listed | Hourly, Fixed fees |
| Thomas Koch | Hall Capital Management | Pasadena | Not listed | Percentage of assets |
| Thomas Mazza | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Thomas Shepherd | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Thomas Volkmann | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Timothy Bock | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Timothy Macguire | Eagle Bay Family Office | Maplewood | Not listed | Percentage of assets, Hourly |
| Timothy Mersereau | Mersereau, Lazenby & Rockas | Suwanee | ChFC | Percentage of assets, Hourly |
| Timothy Wood | Foster & Wood | Lake Oswego | Not listed | Percentage of assets, Fixed fees |
| Toby Wolfe | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Todd Newell | Miller Financial Group | Portland | Not listed | Percentage of assets |
| Todd Potter | Greatdane Investment | Moline | Not listed | Percentage of assets, Hourly |
| Todd Shears | BlueSail Advisors | Mclean | Not listed | Ongoing planning fee |
| Tommy Willams | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Toney Falkner | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Tony Sigmon | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Tonye Wokoma | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Tracy Riordan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Travis Maus | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Travis Schaat | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Trevin Harris | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Trevor Hedge | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Tristan Dahl | Blue Anchor Wealth Advisors | Ketchikan | Not listed | Percentage of assets, Hourly |
| Tristan Pantano | Affinity Wealth Management | Wilmington | 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.