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 |
|---|---|---|---|---|
| Eric Hollen | Open Window Financial Solutions, Ltd. | Reno | CFP, MD | Percentage of assets, Hourly |
| Eric Korbitz | Korbitz Financial Planning LLC | Milwaukee | BBA, CFP, CPA/PFS, MS | Hourly, One-time planning fee |
| Eric Thomas | Clarity Capital Management | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Erin Campbell | Beacon Financial Strategies | Raleigh | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| G. Christian Mauser | ATLas Investment Advisors | Alpharetta | CFP, CIMA, CRC, CRPC | Percentage of assets |
| Gage Paul | Western Reserve Capital Management, LLC | New Philadelphia | CFP, EA, RICP | Percentage of assets, Hourly |
| Galen Herbst de Cortina | Buff Your Finances, LLC | Newbury Park | CFP, MBA | One-time planning fee |
| Garrett Moore | Moore Financial Management, Inc. | Bradenton | CFP, ChFC | Percentage of assets, Fixed fees |
| Germaine Weldon | Inspired Financial Planners, LLC | Gulfport | CFP, CPA/PFS, Certified Student Loan Professional, CPA | Percentage of assets, Hourly |
| Gerry Barrasso | United Financial Planning Group | Hauppauge | CFP, CPA, MBA, PFS | Percentage of assets, Hourly |
| Grant Joiner | Vineyard Wealth Group | Vineyard Haven | CFP, AAMS, EA | Percentage of assets, One-time planning fee |
| Greg Brown | Pathway Financial Planning, LLC | Novi | CFP | Percentage of assets |
| Greg Vojtanek | Fade In Financial | Los Angeles | BA, CFP | Ongoing planning fee, Hourly |
| Griffin Saddler | Watershed Wealth | Alpena | CFP | Percentage of assets |
| Heather Comella | Folsom Wealth Advisors | Folsom | CFP | Percentage of assets, Hourly |
| Heather Holjevac | Heather Holjevac, The Holjevac Group | Mississauga | CFP, CDFA, EPC, FP Canada Fellow Distinction | Not listed |
| Holly Donaldson Plain-language, step-by-step planning for DIY investors across the U.S., with a focus on the psychology of money. | Holly Donaldson Financial Planning, LLC | Gainesville | AAMS, CFP, MA, MBA | One-time planning fee, Hourly |
| Igor Smolyanskiy | Vilga Financial Planning | Fair Lawn | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Jacob Milder | Oak Street Investments | Greenwood Village | CFP, ChFC, EA | Flat fee or retainer, Ongoing planning fee |
| James Ashby | Mustard Seed Wealth Management | Magnolia | CFP, CPA | Percentage of assets, Hourly |
| James Estep Iii | Everest Financial Advisors | Cooper City | CFP | Percentage of assets, Hourly |
| James McDougal Project-based, advice-only equity compensation planning for professionals who want plain-English analysis while staying in control of their decisions. | HiFi Planning | Long Beach | CFP, ECA | One-time planning fee, Hourly |
| James Schwarz | CLEAR Retirement Advice | San Mateo | CFP, MBA, RICP | Ongoing planning fee |
| Jamie Clark | Ruby Pebble Financial Planning LLC | Seattle | CFP | Flat fee or retainer, Hourly |
| January Smith | Janus Financial Planning, LLC | San Antonio | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Jarryd Smith | Harbor Light Planning, LLC | Royal Oak | CFP | Ongoing planning fee |
| Jason Co | CoPlanning Financial | Overland Park | CFP | Flat fee or retainer, Ongoing planning fee |
| Jason Gunkel | Syverson Strege | West Des Moines | CAP, CFA, CFP, AEP | Percentage of assets, Hourly |
| Jeanna Nation | West Financial Advisors, LLC | Des Moines | CFP, CPA/PFS, RICP | Percentage of assets, Hourly |
| Jeffrey Mehler | Jeffrey N. Mehler, CFP LLC | Essex | BS, CFP, MBA | Percentage of assets, Hourly |
| Jeremy Chambers | the hourly advisor llc | Hoboken | CFP | Hourly |
| Jim Kilgore | Buckeye Wealth Partners, LLC | Dayton | CFP | Percentage of assets, Hourly |
| Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® | Aegis Financial Advisory | Lake Oswego | CFP, ChFC, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| John Piershale | Piershale Wealth Management | Crystal Lake | CFP | Percentage of assets, Hourly |
| John Stocking | Evidence Based Finance | Toronto | CIM, CIWM, PFP | One-time planning fee, Ongoing planning fee |
| Jon Hsu | TrueVector Wealth Advisors | Parker | CFP, CIMA, EA | Flat fee or retainer, One-time planning fee |
| Jordan Benold | Benold Financial Planning | Frisco | CFP, MBA | Percentage of assets, Hourly |
| Jose Vivero | United Financial Planning Group, LLC | New York | CFP, ChFC, CLU, RICP | Percentage of assets, Hourly |
| Joseph Alfonso | Aegis Financial Advisory | Cupertino | CFP, ChFC, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Josh Escalante Troesh | Purposeful Strategic Partners | Alta Loma | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Josh Wolberg | Great River Financial | Plymouth | CFP, MBA, RICP | Percentage of assets |
| Joshua Brooks | Exponential Advisors | Weatherford | CFP, M.Div. | Percentage of assets, Flat fee or retainer |
| Joshua Escalante Troesh | Purposeful Strategic Partners | Alta Loma | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Jovan Johnson | Piece of Wealth Planning LLC | Athens | CFP, CPA, PFS | Percentage of assets, Hourly |
| Justin Brownlee | BWM Planning LLC d/b/a Brownlee Wealth Management | Houston | CFP | Flat fee or retainer |
| Justin Chidester | Wealth Mode Financial Planning, LLC | Bountiful | CFP, AFC | One-time planning fee, Ongoing planning fee |
| Justin Porter | Porter Wealth Management, LLC | Nashville | CFP, CPA/PFS, JD, CPA | Percentage of assets, Hourly |
| Kaden Wootton | ENSPIRE WEALTH MANAGEMENT, LLC | Santa Rosa | CFP | Percentage of assets, Fixed fees |
| Kailie Abascal | Middleton & Company | Vancouver | CFP | Percentage of assets, One-time planning fee |
| Kaki Perdue Retirement and tax planning for people nearing retirement who want to feel safe, strong and secure managing their own money. | Look Both Ways Financial | Houston | CPA, CFP | One-time planning fee, 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.