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 |
|---|---|---|---|---|
| Troy Sommerfeld | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Tyler Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| Tyler Johnson | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Tyler Jouret | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Tyler Rima | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Tyler Sherven | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Tyler Talman | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Tyler Woods | Alta Strada Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| Vick Khoboyan | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Vincent Siewit | Small Victories Wealth | San Jose | Not listed | Flat fee or retainer, Ongoing planning fee |
| Wade Tapp | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Walter Robertson | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |
| Wayne Trana | Blue Anchor Wealth Advisors | Hutchinson | Not listed | Percentage of assets, Hourly |
| Wesley Yuhnke | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Bennett | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| William Bromley | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| William Dagley | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| William Keen | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| William Kelly | Generous Wealth Management | Hull | Not listed | Percentage of assets, Hourly |
| William Levay | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Lynn | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| William Nelson | Financial Gravity Asset Management | Austin | Not listed | Percentage of assets |
| William Petty | Estabrook Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| William Pittenger | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Promes | Austin Creek Capital | Mill Valley | Not listed | Percentage of assets, Fixed fees |
| William Shaheen | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| William Shaheen | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| William Urquhart | Castle Island Wealth | Boynton Beach | Not listed | Percentage of assets, Hourly |
| Zachariah Wood | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Zachary Haberman | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Zachary Levine | HWC Financial | Manchester Center | Not listed | Percentage of assets, Hourly |
| Zachary Roberts | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Zakariya Wahdan | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Adam Schneiberg | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Adam Szymanski | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Ahlin Hafen | The Norden Group | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Aiden Dunne | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Alan Birsinger | Wealth Management Group | Houston | Not listed | Percentage of assets, Hourly |
| Alec Abbott | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Alec Berens | Attessa Capital | Tucson | Not listed | Percentage of assets |
| Alexis Stathis | Attessa Capital | Tucson | Not listed | Percentage of assets |
| Alysia Harrick | StackStone Wealth | Marquette | Not listed | Percentage of assets, Fixed fees |
| Ana Rebora De Luchau | Global Kandor | Miami | Not listed | Percentage of assets, Fixed fees |
| Andre Toce | Toce Financial Group | Mandeville | Not listed | Percentage of assets, Fixed fees |
| Andrew Krafft | Luminary Wealth | Charlotte | Not listed | Percentage of assets, Hourly |
| Andrew Sencindiver | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Angela Thorstenson | Naylor & Company | Orinda | Not listed | Percentage of assets |
| Asha Culhane-Husain | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Ashley Vega | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Atticus Lavelle | Fortitude Family Office | Scottsdale | 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.