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 |
|---|---|---|---|---|
| James Belliston | Tanara Wealth Management | St. Augustine | CFP | Percentage of assets, Hourly |
| James Moore | Campbell Financial Partners | Bradenton | CFP | Percentage of assets, One-time planning fee |
| James Munchbach | BayRock Financial | Friendswood | CFP, ChFC | Percentage of assets, Hourly |
| James Osborne | Bason Asset Management | Lakewood | CFP | Flat fee or retainer, Ongoing planning fee |
| James Patterson | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| James Rice | Capital Asset Management | Columbus | CFP, ChFC | Percentage of assets |
| James Rogers | Aurelius Family Office | Shreveport | CFA | Percentage of assets, Fixed fees |
| James Sherrard | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| James Sullivan | Beaird Harris | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| James Zimmerman | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jameson Holehouse | Destiny Capital | Detroit Lakes | CFP | Percentage of assets, Flat fee or retainer |
| Jamie Stolz | TandemGrowth Financial Advisors | Alpharetta | CFP | Percentage of assets |
| Jamie Stone | Means Wealth Management | Greenville | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Jamison White | Paller Financial Services | Centennial | CFP | Percentage of assets, Hourly |
| Jana Hovey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jane Barney | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Jared Barnecut | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Jared Brock | Brock Hill Wealth Management | Newton | CFP | Percentage of assets, Hourly |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jarrett Morris | RiversEdge Advisors | Wilmington | CFP, ChFC | Percentage of assets, Hourly |
| Jarrod Musick | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Jason Clevlen | Lake Hills Wealth Management | Austin | CFP | Percentage of assets, Hourly |
| Jason Epps | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| Jason Lina | Golden Bell | Alpharetta | CFP, CFA | Percentage of assets |
| Jason Siperstein | Eliot Rose Wealth Management | Providence | CFP, CFA | One-time planning fee, Percentage of assets |
| Jeffery Albaneze | Atlantic Edge Wealth | Jacksonville | CFP | Percentage of assets |
| Jeffrey Brimhall | Blue Barn Wealth | Orem | CFP, CFA | Percentage of assets |
| Jeffrey Goering | Diamond Client Group | The Woodlands | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Viksjo | Ogorek Wealth Management | Williamsville | CFP, CFA | Percentage of assets, Fixed fees |
| Jeffrey Williams | Fairscale Capital | Nashua | CFP | Percentage of assets, Hourly |
| Jeffrey Wright | Teamwork Financial Group | Houston | CFP, ChFC | Percentage of assets |
| Jennifer Stewart | Glassman Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| Jennifer Strong | Kate Capital Group | Westlake Village | CFP | Percentage of assets, Hourly |
| Jeremiah Winters | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Jeremy Kovacevich | Kaiyo Wealth | San Diego | CFP | Percentage of assets |
| Jeremy Lott | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Jeremy Mocek | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jeremy Reed | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeremy Welch | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Jerry King | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Jessica Sherrill | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Jhonny Merida Soto | Glassman Wealth | Arlington | CFP | Percentage of assets, Fixed fees |
| Jill Tripp | Pathfinder Financial Planning | Missoula | CFP | Percentage of assets, Hourly |
| Jodi Vleck | Beta Wealth Group | San Diego | CFP | Percentage of assets |
| John Berzellini | JBA Financial Advisors | Timonium | CFP | Percentage of assets, Hourly |
| John Boardman | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| John Bubello | Compass Retirement | Old Saybrook | CFP | Percentage of assets, Flat fee or retainer |
| John Burns | Factor Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| John Dannenbring | AlphaOmega Wealth Management | Lincoln | 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.