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 |
|---|---|---|---|---|
| William Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Yu-Chi Peng-Lee | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Yuliana Mendez | MYeCFO | La Jolla | Not listed | Percentage of assets, Hourly |
| Zain Griffith | Dash Investments | Miami | Not listed | Percentage of assets |
| Andrew Veach | Veach Family Financial | North Little Rock | Not listed | Percentage of assets, Hourly |
| Ben Engel | Modesto Capital | Elkins Park | Not listed | Percentage of assets, Hourly |
| Benjamin Sams | Haviland & Sams | Farmington | Not listed | Hourly, Fixed fees |
| Bradley Bolin | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Brett Cordingley | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Brian Lahr | One Life Financial Group | White Bear Lake | Not listed | Percentage of assets, Hourly |
| Bryan Beamer | iPlan | Winter Haven | Not listed | Percentage of assets, Fixed fees |
| Chad Gordon | GreenStar Advisors | Centennial | Not listed | Percentage of assets |
| Chris Wheeler | Intirety | Bellevue | Not listed | Flat fee or retainer, Percentage of assets |
| Christopher Evans | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Clint Kraft | Kraft Capital | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Clint Kraft | Kraft Capital | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Colten Cordingley | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Curt Stauffer | MCM Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Curtis Simmons | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Darrach Mc Carthy | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| David Stone | Stone Financial CPAs & Wealth Management | Harrison | Not listed | Percentage of assets, Hourly |
| Deborah Matz | Design Life's Journey | Appleton | Not listed | Percentage of assets, Fixed fees |
| Divina Marcktell | Haviland & Sams | Farmington | Not listed | Hourly, Fixed fees |
| Drew Keller | Keller Financial Group | Camp Hill | Not listed | Percentage of assets, Hourly |
| Dustin Cantrell | Cantrell & Associates | Kennesaw | Not listed | Percentage of assets |
| Dwayne Keller | Keller Financial Group | Camp Hill | Not listed | Percentage of assets, Hourly |
| Esteban Hernandez | Measured Strategies | Ada | Not listed | Percentage of assets, Hourly |
| Ethan Meikle | Intirety | Bellevue | Not listed | Flat fee or retainer, Percentage of assets |
| Franklin Strobeck | One Life Financial Group | White Bear Lake | Not listed | Percentage of assets, Hourly |
| Gene Kowalski | Solitude Financial | Charlottesville | Not listed | Percentage of assets, Hourly |
| Holly Miller | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| James Torrey | The Watchman Group | Plano | Not listed | Percentage of assets, Hourly |
| John Gunther | Measured Strategies | Denver | Not listed | Percentage of assets, Hourly |
| John Teed | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| Julie Kostelecky | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Keaton Parkinson | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Keith Allen | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Kirk Loury | MCM Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Kurt Winiecki | Winiecki Wealth Management | Chicago | Not listed | Percentage of assets |
| Larry Fernandez | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Luke Sutton | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Mark Minarik | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Mark Robinson | The Watchman Group | Plano | Not listed | Percentage of assets, Hourly |
| Mary Kusnic | Victus Capital Wealth | Santa Monica | Not listed | Percentage of assets, Hourly |
| Matthew Fitzsimmons | The Watchman Group | Plano | Not listed | Percentage of assets, Hourly |
| Matthew Rosenberg | RoseCap Financial Advisors | Denver | Not listed | Percentage of assets |
| Michael Burley | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Michael Fox | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| Michael Mellberg | Michael Mellberg CPA | Reno | Not listed | Percentage of assets, Hourly |
| Nicholas Houston | Cantrell & Associates | Kennesaw | Not listed | Percentage of assets |
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.