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 |
|---|---|---|---|---|
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Hayden Hill | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Heather Jendrusch | Paragon Advisors | College Station | CFP | Percentage of assets |
| Ismael Garcia | Garcia Financial Planning | Meridian | CFP | Percentage of assets, Ongoing planning fee |
| Jackie Kleinman | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| James Sargent | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Jared Holt | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Jarett Busacca | Venture Wealth Solutions | Winter Park | CFP | Ongoing planning fee, One-time planning fee |
| Jason Johnson | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Jason McGarraugh | BentOak Capital | Katy | CFP | Percentage of assets, Hourly |
| Jeffrey Clark | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Jeffrey Lindsay | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Jeffrey Meenes | Meenes Wealth Partners | Shrewsbury | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeremy Bohne | Paceline Wealth Management | Medfield | CFP | Percentage of assets, Ongoing planning fee |
| Jeremy Finger | Riverbend Wealth Management | Myrtle Beach | CFP | Percentage of assets |
| Jesse Kuusisto | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Jessica Humble | Eagle Bluffs Wealth Management | Columbia | CFP | Percentage of assets |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Joel Baumgarten | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Joel Hanson | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| John Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| John Murphy | Davis Capital Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Jonathan Booze | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Jonathan Johnson | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Jordan Haines | Drucker Wealth | Kuna | CFP | Percentage of assets |
| Jorie Johnson | Financial Futures | Brielle | CFP | Percentage of assets, Hourly |
| Joseph Schmitz, Jr. | Peak Retirement Planning | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| Joshi Koneru | Watershed Private Wealth | Oak Brook | CFP | Percentage of assets |
| Joshua Anderson | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Joshua Loveall | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Julianna Bray | GW Financial | Reno | CFP | Ongoing planning fee |
| Justin Buttrick | Vision Wealth Advisors | Lewisburg | CFP | Flat fee or retainer, Percentage of assets |
| Justin Follmer | Coastal Wealth Advisors | Nashville | CFP | One-time planning fee |
| Justin Stevens | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Kaden Waters | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Kahlilah Dowe | TrueWealth Solutions | Radnor | CFP | Flat fee or retainer, One-time planning fee |
| Kathleen Liiste | Lions Gate Sovereign Capital | White Bear Lake | CFP | Percentage of assets, Fixed fees |
| Kayla Benjamin | KB Financial Advisors | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Keith Amburgey | Rutherford Asset Planning | Tampa | CFP, CFA | Percentage of assets |
| Keith Trent | BentOak Capital | Lubbock | CFP, ChFC | Percentage of assets, Hourly |
| Kelly Brown | Brown PCFO | Bellingham | CFP | Percentage of assets, Hourly |
| Kenneth Butler | Butler Financial Services | Westlake Village | CFP | Flat fee or retainer, One-time planning fee |
| Kevin Manning | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Kyle Cross | Mattern Wealth Management | Lawrence | CFP | Percentage of assets, Hourly |
| Kyle Packard | Packard Wealth Strategies | Alexandria | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Laura Werner | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Laurean Nardone | Shira Ridge Wealth Management | Larkspur | CFP | Percentage of assets |
| Lauren Hunt | Daybreak Wealth | Hinsdale | CFP | Flat fee or retainer, Ongoing planning fee |
| Lauren Naze | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
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.