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 |
|---|---|---|---|---|
| Brian Jaros | Ville Wealth Management | Avon Lake | CFP | Percentage of assets |
| Brian Rhoads Advice-only planning for DIY investors and validators: an initial plan, then hourly support at personal checkpoints as needed. | Checkpoint Financial Planning | Highland Park | CFA, EA | One-time planning fee, Hourly |
| Bryan Wisda | Almega Wealth Management LLC | Scottsdale | CFP | Percentage of assets, Hourly |
| Bugra Bakan | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Christi Powell | Perissos Private Wealth Management | Bethany | CFP | Percentage of assets |
| Christian Litscher | Illumination Wealth Management | San Diego | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Christine Papelian | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Christine Skoczek | Vistica Wealth Advisors | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Flis | Resilient Asset Management | Memphis | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Frayne | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Christopher Laughhunn | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Colleen Weber | Colleen Weber CPA | Chanhassen | CFP | Fixed fees |
| Curtis Byrd | Onyx Wealth Management | Durham | CFP | Percentage of assets, One-time planning fee |
| Daniel Allgaier | Artstone Private Wealth | Lehi | CFP | Percentage of assets, Ongoing planning fee |
| Daniel Heiar | Mindful Asset Planning | Apple Valley | Not listed | Hourly, Fixed fees |
| Daniel Johnson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Daniel Peters | Prism Planning Partners | Libertyville | CFP | One-time planning fee |
| Darren Wurz | Wurz Financial Services | Cincinnati | CFP | Percentage of assets, Hourly |
| David Faskas | Keller Wealth Advisors | Victoria | CFP, CFA | Percentage of assets |
| David Kim | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Deborah Klein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Elizabeth Buffardi | Crescendo Financial Planners, Inc. | Oak Brook | CFP, CPA | Ongoing planning fee |
| Eric Raether | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Erin Hadley | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Evan Waltz | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Faruk Jaffer | Index Gurus | Concord | CFP, ChFC | Percentage of assets, One-time planning fee |
| Fatima Iqbal | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Francisco Aguilar Puyol | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Gary Ferguson | John Moore Associates | Scottsdale | CFP | Percentage of assets, Fixed fees |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Gordon Shearer | CRA Financial | Northfield | CFP | Percentage of assets |
| Grant Bugner | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Gregory Barishian | Aurelius Family Office | Chepachet | CFP | Percentage of assets, Fixed fees |
| Hannah Gohmert | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Ibtasam Mahmood | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Ifeoma Idoko | Rothenburg Capital Management | Calgary | CIM | Not listed |
| Jack Stemper | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Jaco Jordaan | Riverchase Wealth Management | Upper St. Clair | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Jacob Bartel | Birchcreek Wealth Management | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| James Griffin | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| James Hargrave | Pillar Financial Planning | Raymore | CFP | Hourly, Flat fee or retainer |
| James Nash | Clark Wealth Partners | O'Fallon | CFP, ChFC | Percentage of assets, Fixed fees |
| Janice Hennessy | ShankerValleau Wealth Advisors, Inc. | Skokie | CFP, CPA, MBA, MSFP | Percentage of assets |
| Jansen Davidson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Jarrett Topel | Topel & DiStasi Wealth Management | Berkeley | CFP | Percentage of assets, Flat fee or retainer |
| Jeffrey Arnold | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeffrey Belmonte | SummitView Advisors | Belmont | CFP | Percentage of assets |
| Jeffrey Clark | Redwood Money | San Jose | CFP | Percentage of assets, Ongoing planning fee |
| Jeffrey Hilliard | CRA Financial | Haddonfield | CFP | 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.