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 |
|---|---|---|---|---|
| Chad Kelley | Means Wealth Management | Bangor | CFP | Percentage of assets, Flat fee or retainer |
| Chad Soukup | JVL Wealth Strategies | Wyoming | CFP, CFA | Percentage of assets, Hourly |
| Charles Lawson | Heritage Financial Network | Concord | CFP | Percentage of assets, Hourly |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Christie Whitney | Rebalance | Palo Alto | CFP | Percentage of assets |
| Christina Brown | Andrews Advisory Associates | Honolulu | CFP | Percentage of assets, Hourly |
| Christine Parker | Parker Financial | La Plata | CFP | Percentage of assets, Ongoing planning fee |
| Christopher Battreall | Precision Wealth Strategies | St. Louis | CFP | Percentage of assets, Hourly |
| Christopher Gauthier | Proactive Financial Solutions 360 | North Attleboro | CFP | Percentage of assets |
| Christopher Hughes | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Christopher June | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Christopher Mallon | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| Christopher McCrea | Legacy Financial Independent Advisors | Louisville | CFP | Percentage of assets, Hourly |
| Christopher Snyder | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Christopher Stakley | Steffes Financial | Overland Park | CFP | Percentage of assets, Hourly |
| Christopher Sternau | Altere Financial | The Woodlands | CFP | Percentage of assets, Hourly |
| Clark Hayden | Lockshield Partners | Glasgow | CFP | Percentage of assets, Ongoing planning fee |
| Claudia Bellars | Bellars Harris Wealth Management | Mount Pleasant | CFP | Percentage of assets, Fixed fees |
| Coleman Pollard | Steelhead Wealth Management | Glen Allen | CFP | Percentage of assets, Fixed fees |
| Colin Gerrety | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Colin Higgins | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Colton Owen | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Courtney Kenning | Destiny Capital | Golden | CFP | Percentage of assets, Flat fee or retainer |
| Curtis Burch | Destiny Capital | College Station | CFP | Percentage of assets, Flat fee or retainer |
| Cynthia Mittlestaedt | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Dale Hershman Hourly or ongoing investment advice on biotech, healthcare and dividend stocks for FIRE seekers, expats and entrepreneurs. | Sick Advisory Services | Boca Raton | Not listed | Subscription, One-time planning fee |
| Dana Sippel | Glassman Wealth | Vienna | CFP, PFS | Percentage of assets, Fixed fees |
| Daniel Heidel | Integritas Wealth Strategies | Charleston | CFP | Percentage of assets, Hourly |
| Daniel Huffman | Cornerstone Financial Planning | Other | ChFC | Flat fee or retainer, Ongoing planning fee |
| Daniel McCurdy | McCurdy Financial Solutions | Rocklin | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Daniel Phillips | Michels Family Financial | Fort Worth | CFP | Percentage of assets, Fixed fees |
| Daniel Weinstein | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Danielle Barbato | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| David Chenet | Presidio Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| David Cunningham | LW Advisors | Des Moines | CFP | Percentage of assets, Hourly |
| David Dedman | Pulse Wealth | Lexington | ChFC | Flat fee or retainer, Ongoing planning fee |
| David Espineira | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| David Hutchison | Triad Investment Management | Newport Beach | CFA | Percentage of assets |
| David Levitt | Glassman Wealth | North Bethesda | CFP | Percentage of assets, Fixed fees |
| David Lloyd | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| David Peloquin | Main Street Advisors | Westminster | CFP | Percentage of assets, Hourly |
| David Ritrovato | Bluesphere Advisors | East Norriton | CFP | Flat fee or retainer, Ongoing planning fee |
| David Snyder | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| David Wolfensperger | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Denise Farkas | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Devin Carroll | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Donald Gresh | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Douglas Augenthaler | Palumbo Wealth Management | Great Neck | CFP, CFA | Percentage of assets, Fixed fees |
| Douglas Babcock | Professional Financial Management, Inc. | Bozeman | Not listed | 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.