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 |
|---|---|---|---|---|
| Douglas Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Duke Cope | Cope Private Wealth | Birmingham | CFP | Percentage of assets, Hourly |
| Edward Kramer | SSB&T Wealth | Fredericksburg | CFP | Percentage of assets, Fixed fees |
| Elizabeth Yoder | Dependent Financial Planning | Edgewater | CFP | Percentage of assets, Ongoing planning fee |
| Emily Hermeno | Prosperity Road | Santa Ana | CFP | Percentage of assets, Hourly |
| Emin Nabiyev | TriFlame Capital | Roseville | CFP, ChFC | Percentage of assets, One-time planning fee |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Eric Dunner | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Eric Felty | Equity Advisors of Kentucky | St Pete Beach | CFP | Percentage of assets |
| Eric Furey | Accretive Wealth Partners | Parsippany | CFP, CFA | Percentage of assets |
| Eric Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Eric Scruggs | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Erica Ryberg | Montoya Wealth Management | Prescott | CFP | Percentage of assets, Hourly |
| Erik Smith | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Ernest Moosherr | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Evan Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Felipe Quaassdorff Molina | Walkner Condon Financial Advisors | Verona | CFA | Percentage of assets, Ongoing planning fee |
| Fon Rogers | Equity Advisors of Kentucky | Lexington | CFP | Percentage of assets |
| Frank Gallo | Investors Portfolio Services | Puyallup | CFP | Percentage of assets, Hourly |
| Frank Yozwiak | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Gary Ribe | Accretive Wealth Partners | Parsippany | CFP, CFA | Percentage of assets |
| Gary Shirman | Boulder Wealth Advisors | Boulder | ChFC | Percentage of assets, Hourly |
| Genadi Slavov | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| George Hemsley | Hemsley Advisors | Barrington | CFP | Percentage of assets, Hourly |
| George Sugden | Sugden Wealth Management | Denver | CFP | Percentage of assets |
| Gerald Vanderlugt | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Grant Steffes | Steffes Financial | Overland Park | CFP | Percentage of assets, Hourly |
| Gregory Benner | Vertex Planning Partners | Downers Grove | CFP, ChFC | Percentage of assets, Fixed fees |
| Gregory Bradstreet | Farnam Financial | Peoria | CFP, CFA | Percentage of assets |
| Gregory Norris | Apex Investment Group | Georges Mills | CFP | Percentage of assets |
| Gregory Syrios | Syrios Wealth Management Group | La Jolla | CFP | Percentage of assets, Fixed fees |
| Haley DeHaan | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Hannah Santa Cruz | Pathfinder Financial Planning | Missoula | CFP | Percentage of assets, Hourly |
| Hany Ahmad | Teamwork Financial Group | Houston | CFP | Percentage of assets |
| Harlan Freeman | BrightPath Financial | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| Heath Hamrick | H Cubed Financial Solutions | Granbury | CFP | Flat fee or retainer |
| Heath Hightower | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Heidi Phan | Rebalance | Palo Alto | CFP | Percentage of assets |
| Hope Dogbevia | Keystone Financial Services | Omaha | CFP | Percentage of assets, Fixed fees |
| Ian Harris | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Irvin Schorsch | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| Ivan Mendoza | Mendoza Private Wealth | North Miami | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jack Hallier | Patrick M Sweeney & Associates | Libertyville | CFP | Percentage of assets |
| Jack Marino | Lake Hills Wealth Management | Longview | CFP | Percentage of assets, Hourly |
| Jacob Duke | Rivertree Wealth | Little Rock | CFP | Percentage of assets |
| Jacob King | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jacob McConnell | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Jacob Preston | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Jake McCracken | River's Edge Wealth Management | Beaver | 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.