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 |
|---|---|---|---|---|
| Jeffrey Parkhurst | Halcyon Global Advisors, LLC. | Dallas | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Todd | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Jennifer Johnson | Pinelight Financial | Estero | Not listed | Percentage of assets, Hourly |
| Jeremy Houy | Vickerman Investment Advisors | Spokane | Not listed | Percentage of assets |
| Jimil Wilson | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Jimmy Martin | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Joe Baker | Financial Independence Advisors | Jacksonville | Not listed | Percentage of assets |
| John Cingolani | Holy City Prosperity | Fayetteville | Not listed | Percentage of assets, Hourly |
| John Copeland | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| John Cosgrove | Kingsman Wealth Management | Ooltewah | Not listed | Percentage of assets |
| John Vrablic | T.I.P.S. 4 Reps | Avon | Not listed | Percentage of assets, Hourly |
| Jon Sobotkin | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jonathan Dash | Dash Investments | Woodland Hills | Not listed | Percentage of assets |
| Jonathan Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jonathan Rigoni | North Shore Capital Group Investment Advisors | Lake Forest | Not listed | Percentage of assets, Hourly |
| Jordan Johnson | Pinelight Financial | Estero | Not listed | Percentage of assets, Hourly |
| Jordan Rench | Relevance Capital Management | Denton | Not listed | Percentage of assets, Hourly |
| Joseph Arce | The Norden Group | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Joseph Asrat | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Joseph Bourque | Worcester Advisors | Worcester | Not listed | Percentage of assets |
| Joseph Fondahn | Fondahn CPA | Walla Walla | Not listed | Percentage of assets, Hourly |
| Joseph Garcia | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Joseph Marshall | Coastal Capital Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Joseph Nix | Nix Wealth Management | Sacramento | Not listed | Percentage of assets |
| Joseph Opsahl | Defined Wealth Management | Beaverton | Not listed | Ongoing planning fee, One-time planning fee |
| Joseph Senczakowicz-Gibo | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Joshua Petrusko | Iron Gate Wealth Advisors | Poland | Not listed | Percentage of assets, Hourly |
| Julia Rogan | Attessa Capital | Tucson | Not listed | Percentage of assets |
| Julie Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Capetola | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Kate Pederson | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Katherine McGee | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Katie Kingsman | Kingsman Wealth Management | Pensacola | Not listed | Percentage of assets |
| Kelly Eggleston | Calder Financial Group | Ada | Not listed | One-time planning fee |
| Kelly Rench | Relevance Capital Management | Denton | Not listed | Percentage of assets, Hourly |
| Kelly Schwigel | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Kenneth Doerr | Auour Investments | Woburn | Not listed | Percentage of assets |
| Kevin Lane | Lane Brothers Investment Counsel | Prescott | Not listed | Percentage of assets, Fixed fees |
| Kevin Tarnovski | The Strebel Planning Group | Ithaca | Not listed | Percentage of assets, Hourly |
| Kim Molitor | Windward Wealth Strategies | Oshkosh | Not listed | Percentage of assets, Hourly |
| Kimberli Marino | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Kristin Greenleaf | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kyle Thompson | Leetown Advisors | Ankeny | Not listed | Percentage of assets, Hourly |
| Linwood Fraher | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Lorri Jefferson | Vision Tech Group | Pinehurst | Not listed | Percentage of assets, Hourly |
| Luke Spink | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Luke Tait | Golden Guidance | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Luke Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Makayla Allen | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Marc Decuffa | Proxy Wealth | Chappaqua | 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.