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 |
|---|---|---|---|---|
| Alexander Call | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Alexis Delia | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Alfred Au | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Alicia Ivancovich | Financially Healthy | Oakland | CFP | Percentage of assets, One-time planning fee |
| Andrew Herron | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Anita Gray | Promenade Wealth | North Bend | CFP | Percentage of assets, Hourly |
| Anton Bayer | Up Capital Management | Bulverde | CFP | Percentage of assets, Hourly |
| Becky Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Beth Lundberg | Hawthorne Wellman Financial Planning | Tyngsboro | CFP | Hourly, One-time planning fee |
| Beverly Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Bjorn Amundson A systematic approach to financial planning and investment overview | Quarry Hill Advisors | St Paul | CFP | Percentage of assets |
| Brandon Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Brandon Kurz | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Brian Rellihan | Wise Wealth Partners | Phoenix | CFP | Percentage of assets |
| Caleb Russell | Paragon Advisors | College Station | CFP | Percentage of assets |
| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |
| Carson Johnson | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Carson Kunkle | Harding Wealth | Tempe | CFP, ChFC | Percentage of assets, Fixed fees |
| Carter Michaelson | illumiFI Wealth | Blaine | CFP | Percentage of assets, Ongoing planning fee |
| Christian Moon | Snake River Investment Counsel | Idaho Falls | CFP, CFA | Percentage of assets |
| Christopher Browning | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Christopher Jones | Azalea Wealth Management | Glen Ellyn | CFP | Percentage of assets, Ongoing planning fee |
| Daniel Cadena | Cadena Financial Planning & Tax Services | San Diego | CFP | Hourly, One-time planning fee |
| Daniel Johnson | Riverbend Wealth Management | Myrtle Beach | CFP | Percentage of assets |
| Daniel Johnson | Forward Thinking Wealth Management | Copley | CFP | Flat fee or retainer, Ongoing planning fee |
| Daniel Miller | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Daniel Ruske | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Daniel Seder | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| David Foret | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| David Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| David Hailey | Paragon Advisors | College Station | CFP | Percentage of assets |
| David Hobbs | Hobbs Wealth Management | Zionsville | CFP | Percentage of assets, One-time planning fee |
| David Webb | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| David Young | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Dean Allen | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Deborah VanDam | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Derek Munchow | Augustus Wealth | Long Beach | CFP, ChFC | Hourly, Ongoing planning fee |
| Dru Burns | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Edward Kerns | Footlamp Financial | Atlanta | CFP | Flat fee or retainer, Ongoing planning fee |
| Eric Feldman | Financial Futures | Wall Township | CFP | Percentage of assets, Hourly |
| Eric Gabor | Eagle Grove Advisors | Westfield | CFP | Percentage of assets, Ongoing planning fee |
| Eric Vallee | Novel Financial | Toronto | CPA, CA, QAFP | Not listed |
| Felix Kopycinski | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Frank Garcia | Frankly Finances | Winter Park | CFP, CFA | Hourly, Flat fee or retainer |
| Genti Cici | Wealthy & Wise Family Office | Columbia | CFP | Percentage of assets, Hourly |
| George Harris | Bentham Wealth Advisors | Williamsville | CFP | Percentage of assets, Ongoing planning fee |
| Gideon Drucker | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Gilbert Bong, CIM | Zelos Capital | Calgary | CIM | Not listed |
| Grace Stolberg | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Gregory Stapp | Stapp Financial | Olympia | CFP, PFS | 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.