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 |
|---|---|---|---|---|
| Asta Sanders | Empowered Retirement, Inc. | Roseland | CFP, CPWA, EA | Percentage of assets, Hourly |
| Aubrey Williams Hourly, advice-only planning for FI/RE clients with ADHD or neurodivergence, whether just starting out, close to FI or already there. | Open Path Financial, LLC | Santa Barbara | MS, MBA | Hourly |
| Benjamin Hooper | Comal Wealth Management | New Braunfels | CFP, ChFC, CIMA, CLU | Percentage of assets, Fixed fees |
| Billy DeFrance | Lauterbach Financial Advisors | El Paso | CFP | Percentage of assets, Hourly |
| Brian Wright | Wright Planning, LLC | Fishers | CFP | Hourly, Fixed fees |
| Bryan Hancock | Timberchase Financial, LLC | Hoover | CFP, MBA | Percentage of assets, Fixed fees |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early | WealthAdvisor365 | Fort Lauderdale | CFP | One-time planning fee, Subscription |
| Chris Maggio Project-based retirement planning with no asset minimum for people who want to stay in the driver's seat of their decisions. | Retirement Planning Partner LLC | Seattle | RICP | One-time planning fee |
| Christopher Williams Fixed-fee comprehensive financial plans for individuals and families from a solo planner with a CPA background. | Inceptive Financial | Atlanta | CPA | Subscription, One-time planning fee |
| Daniel Andersen | Parkshore Wealth Management | Granite Bay | CFP, CTEC | Percentage of assets, Hourly |
| Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. | Retirement Matters, Inc. | Barrington | CFP | Percentage of assets, One-time planning fee |
| David Waldrop | Bridgeview Capital Advisors, Inc. | El Dorado Hills | CFP, CLU | Percentage of assets, Hourly |
| Donald DeMuth | Mighty Oak Strong America Investment Company | Mechanicsburg | CFA, CHBC, CPA/PFS, MBA | Percentage of assets, Hourly |
| Doug Dahmer | Retirement Navigator | Burlington | MBA, CFP, TEP | Not listed |
| Edward Fulbright | Fulbright Financial Consulting, PA | Durham | CPA/PFS | Ongoing planning fee |
| Elise Murphy | Level Financial Advisors | Glendora | CFP, MSFP | Percentage of assets, Hourly |
| Eric Hess | Alpha Financial Advisors, LLC | McLean | CFP, ChFC, EA | Percentage of assets, Hourly |
| Eric Toya | Navigoe, LLC | Redondo Beach | CFP, EA | Ongoing planning fee |
| George Guttman | Guttman Financial Planning | Santa Monica | CFP, MBA | Hourly, One-time planning fee |
| Gregory Curry | Pillar Financial Advisors, LLC | Louisville | CFA, CPA/PFS | Percentage of assets, Fixed fees |
| Gregory Dobson | Retirement Navigator | Etobicoke | CMA, CPA, CFP, EPC | Not listed |
| Jack O'Donnell | JRO Wealth Management | San Diego | CFP, EA | Percentage of assets, Hourly |
| Jacob Sadler | Curio Wealth, LLC | Annapolis | CFP, JD, CPA, CPA/PFS | Ongoing planning fee |
| Jason Flynn | ABZ Financial Planning | Whitehorse | CFP | Not listed |
| Jayce Lowe | Lighthouse Financial Services, Inc. | Brea | CFP | Percentage of assets |
| Jill Shibuya | Archvest Wealth Advisors, Inc. | Concord | CFP, BS | Percentage of assets, Hourly |
| Jonathan Heller | KEJ Financial Advisors, LLC | Newtown | CFA, CFP, MBA | Ongoing planning fee |
| Jonathan Kiehl | Evenkiehl, LLC | Lancaster | CFP, MBA | Percentage of assets, Fixed fees |
| Jonathan Thomas | JQL Wealth, LLC | Pittsford | CFP, CCFC | Percentage of assets, Ongoing planning fee |
| Jordan Nietzel | Trek Wealth Planning | Columbia | CFP, CFA | Ongoing planning fee |
| Joseph Fowler | 402 Financial | Lincoln | CFP | Percentage of assets, Hourly |
| Josh Norris | LeFleur Financial | Jackson | CFA, CFP, CPA | Percentage of assets |
| Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] | Zelos Capital Ltd. | Calgary | CFA, CFP, CA, CPA | Not listed |
| Katerina Minevich | Forward Wealth Management | Los Angeles | CDFA, CFP, CFA, PhD | Percentage of assets, Hourly |
| Kelsey Brennan | Perennial Advisors Group, LLC | Westford | CFP | Ongoing planning fee |
| Kimberly Bridges | Bright Women Financial | Buckeye | Not listed | Percentage of assets, One-time planning fee |
| Kimberly Helm | Quantum Financial Advisors, LLC | Pasadena | CFP, CDFA, CFA, MBA | Percentage of assets, Hourly |
| Laura Corbiani | Astraea Wealth Management, LLC | Grand Rapids | CFP | Percentage of assets, Flat fee or retainer |
| Liam Timmons | Timmons Wealth Management | Attleboro | CFP, CIMA, MBA | Percentage of assets |
| Lisa Eaton Affordable, tailored planning and coaching for people who have felt priced out of or unwelcome in conversations about wealth. | Firm Footing Financial Planning | Seattle | AFC, MS, DPT | Hourly |
| Luis Rosa | Build a Better Financial Future LLC | White Plains | CFP, EA | Percentage of assets, Flat fee or retainer |
| Lynn Anderson Clear, unbiased, advice-only planning for clients nationwide, with lower fees and advice shaped to each person's situation. | Abundo Wealth | Seattle | CFP | Subscription |
| Malcolm Ethridge We offer financial planning and investment management services to senior managers and executives in tech. | Capital Area Planning Group | Washington | CFP | Subscription, Flat fee or retainer |
| Mark Pingree | Fog City Advisors, LLC | Albany | CFP, CPA, MBA | Percentage of assets, Fixed fees |
| Mathew Hall | Exponent Investment Management | Ottawa | CFP, CFA | Not listed |
| Max Novak Flat-fee. Fiduciary. Life-centered planning. | Novak Financial Partners | Carterville | CFP | Flat fee or retainer, Subscription |
| Megan Kopka | Kopka Financial, LLC | Wilmington | CFP, RLP | Percentage of assets, Hourly |
| Meghan Railey | Optas, LLC | Austin | CFP | Percentage of assets, Hourly |
| Michael Dayoub | Alpha Financial Management, Inc. | Savannah | CFP, MBA | 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.