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 |
|---|---|---|---|---|
| Ryan Casey | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. | Parkwoods Wealth Partners | St Louis | CFP | Percentage of assets |
| Ryan Moran | Highland Investment Advisors | Brookfield | CFP, CFA | Percentage of assets, Fixed fees |
| Ryan Rocuant | Mutual Trust Advisory Group | Estero | CFP | Percentage of assets, Flat fee or retainer |
| S Yeyni | Wealth-Builders | Bellevue | CFP | Percentage of assets, Hourly |
| Sarah Kvistad | Paragon Advisors | College Station | CFP | Percentage of assets |
| Sarah Schwieterman | Peak Retirement Planning | Columbus | CFP | Percentage of assets, Fixed fees |
| Scott Anderson | GW Financial | Reno | CFP | Ongoing planning fee |
| Scott Rojas | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Scott Schatzle | Mutual Trust Advisory Group | Estero | CFP | Percentage of assets, Flat fee or retainer |
| Scott Swartz | AndersonLane Associates | Needham | CFP | Percentage of assets |
| Shawn Brunner | Coastal Wealth Advisors | Johns Island | CFP | One-time planning fee |
| Stefan Liiste | Lions Gate Sovereign Capital | White Bear Lake | CFP | Percentage of assets, Fixed fees |
| Stephen McGee | Paragon Advisors | College Station | CFP | Percentage of assets |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Steven Ankerstar | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. | Gerber Kawasaki Wealth & Investment Management | Santa Monica | CFP | Percentage of assets, Hourly |
| Steven Witter | Bentham Wealth Advisors | Williamsville | CFP | Percentage of assets, Ongoing planning fee |
| Tanner Castle | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Terra Johnson | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Thomas Lowish | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Thomas Stapp | Stapp Financial | Olympia | CFP | Percentage of assets |
| Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently | Gevers Wealth Management | Issaquah | CFA | Percentage of assets, One-time planning fee |
| Troy Lerche | Davis Capital Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Ty Johnson | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| Tyler Peterson | Runey & Associates Wealth Management | Mount Pleasant | CFP | Percentage of assets |
| Tyler Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Vj Arjan | ConCap® | Mckinney | CFP, ChFC | Percentage of assets, One-time planning fee |
| Walker Abney | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| William Tebeaux | Paragon Advisors | College Station | CFP, CFA | Percentage of assets |
| Aaron Hillman | Skyline Financial NW | Portland | CFP | Percentage of assets, One-time planning fee |
| Aaron Pierce | TrueVine Family Wealth | Naples | CFP | Percentage of assets, Hourly |
| Aaron Sipherd | Sipherd Wealth Management | Lincoln | CFP, PFS | Fixed fees |
| Abigail Gunderson | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Abraham Jacob | Fairwealth Financial | Brampton | MBA, CPA, CGA | Not listed |
| Adam Kalender | Milestone Asset Management Group | Pearl River | CFP | Flat fee or retainer |
| Adam Lawrence | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Adam Smith | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Adam Suwyn | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Ahmad Saltagi | Zaki Financial | Indianapolis | CFP | One-time planning fee, Hourly |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Alex Graham | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Alexander Collins | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Alexander Davis | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Alexander Hemsley | Hemsley Advisors | Chicago | CFP | Percentage of assets, Hourly |
| Alison Yoder | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Allison Beckham | Beckham Financial | Miami | CFP | Percentage of assets, Flat fee or retainer |
| Allyson Mangine | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Amy Amorosso | Ball Wealth Management | Dawsonville | CFP | Percentage of assets, Fixed fees |
| Amy Thacher | Blume Capital Management | Berkeley | CFP | 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.