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 |
|---|---|---|---|---|
| Mike Delaney | Northbrook Financial Planning LLC | Baltimore | CFP, ChFC | Percentage of assets |
| Mike Schupak | Astra Wealth Partners LLC | Jersey City | CFP, EA | Percentage of assets, Fixed fees |
| Misty Lynch | Sound View Financial Advisors, LLC | Newton Center | CFP | Percentage of assets, Hourly |
| Nathan Nicolaisen | Redspire Wealth Management, LLC | West Des Moines | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Niamh Douglas | Financial Symmetry, Inc. | Raleigh | CFP, BS, CEPA, BBA | Percentage of assets, Hourly |
| Nick Fazio | Chattahoochee Wealth | Cumming | CFP, CPA, CFA | Percentage of assets, Fixed fees |
| Olivia Partin | Diesslin Group, Inc. | Fort Worth | AAMS, CFP | Percentage of assets, Hourly |
| Paul Pfeiffer | NorthPoint Financial Planning LLC | Maineville | CFP, MBA | Percentage of assets, Hourly |
| Paul Staib | Staib Financial Planning, LLC | Parker | CFP, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| R Brian Werner | Winthrop Partners | Doylestown | CFA, CFP | Percentage of assets |
| Rahimul Taher | Taher Financial Planning | Brooklyn | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Rebecca Krieger | Accredited Investors Wealth Management® | Edina | CFP, CPA, CPA/PFS | Percentage of assets, Fixed fees |
| Robert Stromberg | Mountain River Financial, LLC | Jenkintown | CFP | Fixed fees |
| Robert Tucker Unbiased retirement, tax and investment planning for individuals and families, with project-based, hourly or ongoing options. | Tucker Wealth Advisory | Westfield | CFA, CFP | Subscription, One-time planning fee |
| Ronald Strobel | Retire Sensibly LLC | Meridian | CFP, RICP | Percentage of assets, Fixed fees |
| Russ Dyck | Finovo | Financial Planning | Calgary | CFP | Flat fee or retainer, Ongoing planning fee |
| Ryan Bayonnet | Hyland Wealth Management | Green | CFP, MSFP | Percentage of assets, Hourly |
| Ryan Dunn | Novi Wealth Partners | Princeton | CFP, CRPC | Percentage of assets, Hourly |
| Ryan Kelly | Aries Financial Navigators | Lititz | AIF, CFP, CRPC, EA | Percentage of assets, Hourly |
| Ryan Murphy | Pacific Coast Investment Advisors, LLC | West Linn | AIF, CFP, MSFP | Percentage of assets, Hourly |
| Ryan Shannon | R.M. Shannon Wealth Management, LLC | Saint Paul | CFP | Percentage of assets, Hourly |
| Sage Vincent | PortSalus Wealth Management | Metuchen | CFP, CFS, CIMA, CMT | Percentage of assets, Fixed fees |
| Scott Malbasa | Adelphi Wealth Advisory | Portland | CFP, JD | Percentage of assets, Hourly |
| Scott Monk | Charis Legacy Partners | Bryan | CFA, CFP | Percentage of assets |
| Sergio Abarca | Personal Financial Partners | Chevy Chase | CFP | Percentage of assets, Fixed fees |
| Stacey Hyde | Envision Financial Planning, LLC | Memphis | CFA, CFP, CPA | Percentage of assets, Hourly |
| Stephen Maggard | Abacus Planning Group, Inc. | Columbia | CFP, MS, CAIA, CFA | Percentage of assets, Hourly |
| Steven Kane | Kane Company Wealth Management, Inc. | Johnston | CFP, CPA, PFS | Percentage of assets, Hourly |
| Tad Jakes | MFAC Financial Advisors, Inc. | White Hall | CFP, EA, ECA | Percentage of assets, Hourly |
| Tammy Goodman | Tammy Goodman Financial, LLC | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Thomas Cloud | Third Act Retirement Planning, Inc. | Marietta | AAMS, CFP, ChFC, CSA | Percentage of assets, Hourly |
| Thomas Donnelly | Donnelly Investments | West Hollywood | CFP, JD | Percentage of assets |
| Thomas Fisher | Fisher Financial Strategies | Cambridge | CFP | Hourly, One-time planning fee |
| Todd Calamita | Calamita Wealth Management | Charlotte | CDFA, CFP | Percentage of assets, Fixed fees |
| Tom Lo | Vested Financial Planning, LLC | San Carlos | CFP, MBA | Ongoing planning fee |
| Tony Chan | Crossroads Planning, LLC | Orange | CFP, EA | Percentage of assets, Flat fee or retainer |
| Trent DeBruin | MD Wealth Management | Chelsea | CFA, CFP, MBA | Ongoing planning fee |
| Troy Von Haefen | Von Haefen Financial Management | Nashville | CFP | Flat fee or retainer, Ongoing planning fee |
| Uchechi Kalu | Greenlight Financial Planning | Los Angeles | CFP | Ongoing planning fee |
| William Goldstein | Lifestages Financial Planning Services Ltd. | Whistler | QAFP | One-time planning fee, Hourly |
| William Whitaker | Vawter Financial | Columbus | CFP, MS | Percentage of assets, Hourly |
| Zach Gentry | Gentry Financial | Fishers | CFP, CKA, CPA | Percentage of assets, Fixed fees |
| Zach Palmer | Ark Royal Wealth Management, LLC | Charlotte | CFP | Percentage of assets, Hourly |
| Adam Coleman Hourly fiduciary planning for millennials, Gen X and FIRE enthusiasts handling home buying, family, debt and DIY investing. | Nectarine | Charlotte | CRPC, AFC, CDLP | Subscription, One-time planning fee |
| Adam Fisch | Stewart & Kett Financial Advisors | Toronto | JD, CFA | Ongoing planning fee, One-time planning fee |
| Alex Krider | Avier Wealth Advisors | Lake Oswego | CFP, EA, MBA | Percentage of assets |
| Andrew Kerns | Accountable Financial Planning LLC | Westerville | CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Sloan | Bluegrass Financial Planning, LLC | Louisville | AIF, CFP, EA, MBA | Hourly |
| Andy Mardock | ViviFi Planning | Bend | CFP, MBA | Ongoing planning fee |
| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
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.