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 |
|---|---|---|---|---|
| Austin Franks | Financial Independence Advisors | Jacksonville | Not listed | Percentage of assets |
| Benjamin Wilson | Wilson + Boucher | Fairfax | Not listed | Percentage of assets, Hourly |
| Blake Flint | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Brad Sorensen | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Bradley Ferney | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Brandon Simpson | Aspen Wealth Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Brent Chavez | Aequitas Equitas Wealth Management | Riegelsville | Not listed | Percentage of assets, Hourly |
| Brent Cochran | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Brett Sohns | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Brian Voss | Voss Wealth Management | Endicott | Not listed | Percentage of assets, Fixed fees |
| Brit Inman-Swanson | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Brittany Glendenning | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Cain Martin | MB Generational Wealth | Spokane | Not listed | Percentage of assets |
| Cam McClellan | Palisade Wealth | Draper | Not listed | Percentage of assets |
| Caroline Mason | Cascade Financial Partners | San Diego | Not listed | Percentage of assets |
| Carolyn Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Carolyn Reynolds | Proxy Wealth | Huntersville | Not listed | Percentage of assets, Hourly |
| Casey Bibb | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Chad Naylor | Naylor & Company | Orinda | Not listed | Percentage of assets |
| Charles Achoa | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Charles Cutter | Briarwood Financial | Gig Harbor | Not listed | Ongoing planning fee, One-time planning fee |
| Charlot Alexandre | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Christopher Connolly | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Christopher Davidson | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Christopher Grasmick | Vickerman Investment Advisors | Spokane | Not listed | Percentage of assets |
| Christopher Torres | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Christy Pater Schmitt | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Cody Hutchinson | The Norden Group | St. George | Not listed | Percentage of assets, Fixed fees |
| Colin Myers | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Colter Yde | The Norden Group | Provo | Not listed | Percentage of assets, Fixed fees |
| Conner Krantz | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Cynthia Shuford-Stover | Global Financial Private Client | Sarasota | Not listed | Percentage of assets, Hourly |
| Daniel Fisher | Fisher Financial Group | Northbrook | Not listed | Percentage of assets |
| Daniel Maxwell | Amicus Financial Advisors | Lehi | Not listed | Percentage of assets, Hourly |
| Daniel Murray | Mirador Capital Partners | Larkspur | Not listed | Percentage of assets, Hourly |
| Darien Croce | Parallel Wealth Management | Redding | Not listed | Percentage of assets, Hourly |
| Darrel Rolls | North Shore Capital Group Investment Advisors | Lake Forest | Not listed | Percentage of assets, Hourly |
| David Baines | Pantile Investments | Boulder | Not listed | Percentage of assets, Fixed fees |
| David Kornberg | Attessa Capital | Tucson | Not listed | Percentage of assets |
| David Martin | MB Generational Wealth | Spokane | Not listed | Percentage of assets |
| David Padilla Herrera | Intuitivo PR | Guaynabo | Not listed | Percentage of assets, Hourly |
| Deanna Brown | StackStone Wealth | Rockford | Not listed | Percentage of assets, Fixed fees |
| Derek Sinani | Ironwood Wealth Advisors | Scottsdale | Not listed | Percentage of assets |
| Devin Campbell | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Dmitriy Bolotnyy | Naylor & Company | Medusa | Not listed | Percentage of assets |
| Donald Devost | Marble Trail Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Donald Hatcher | Solutions4Wealth | Southlake | Not listed | Percentage of assets, Fixed fees |
| Drasko Kovrlija | Kastel Capital | Wellesley | Not listed | Percentage of assets, Hourly |
| Drew Ruiz | Stravida Wealth | Anaheim | Not listed | Percentage of assets, Fixed fees |
| Dustin Decker | North Shore Capital Group Investment Advisors | Lake Forest | 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.