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 |
|---|---|---|---|---|
| Kellie Gamino | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Kelly Randall | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Kelly Trageser | Sea Clear Financial Planning | Brielle | CFP | Percentage of assets, Hourly |
| Kenneth Melotte | Melotte Financial Advisors | Green Bay | CFP | Percentage of assets |
| Kevin Burns | Navwell Advisors | Garden City | CFP | Flat fee or retainer, Ongoing planning fee |
| Kevin DeAngelis | Breakwater Investment Management | Seattle | CFP | Percentage of assets |
| Kevin Langman | Finovo Wealth Inc. | Calgary | Not listed | Flat fee or retainer, Ongoing planning fee |
| Kevin Nelson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Kevin Schnell | Schnell Financial Group | Sedalia | CFP | Percentage of assets, Hourly |
| Kimberly Owen | Prostatis Group | Hanover | CFP | Percentage of assets, Hourly |
| Kyle Cote | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Kyle Glover | Three Seasons Wealth | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Kyle Jones | Lindsey & Lindsey Wealth Management | Culver City | CFP | Percentage of assets, Hourly |
| Lafe Blobaum | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Laura Addington | Addington Financial Group | Cypress Springs Village | CFP | Percentage of assets |
| Lawrence Blau | LL Financial Services | Ossining | CFP | Percentage of assets, Hourly |
| Leann Sullivan | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Leland McCullough | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Liam Toohey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Lisa Bowers | RPO Wealth Partners | Charlotte | CFP | Fixed fees |
| Logan Sanders | Sanders Retirement Planning | Omaha | CFP | Percentage of assets, Flat fee or retainer |
| Lucas Baker | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Madalyn Dow | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Marc Jimenez | CAM Investor Solutions | Austin | CFP, CFA | Percentage of assets, Hourly |
| Marc Morgan Advice-only planning for New Jersey individuals and surviving families from a retired officer and former state pension trustee. | Heroic Financial | New Jersey | Not listed | Hourly |
| Margaret Kamman | Kirr, Marbach & Company | Columbus | CFP | Percentage of assets |
| Maria Kelly | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Mario Zumbo | Preserve Private Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Mark Eggleston | RiversEdge Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Mark Fonville | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Mark Paller | Paller Financial Services | Centennial | CFP | Percentage of assets, Hourly |
| Mark Schiller | WS Wealth Management | Fargo | CFP | Percentage of assets, Hourly |
| Mark Sheerin | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Mary Storjohann | Allora Wealth | Chula Vista | CFP | Percentage of assets, Hourly |
| Matthew Berhow | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Matthew Brennan | Covenant Wealth Advisors | Reston | CFP | Percentage of assets |
| Matthew Cobas | Kaiyo Wealth | San Diego | CFP | Percentage of assets |
| Matthew Dattilio | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Matthew Hague | Guide Wealth Management | Putnam Valley | CFP | Percentage of assets |
| Matthew Henry | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| Matthew Jude | Rebalance | Sacramento | CFP | Percentage of assets |
| Matthew Kunnen | JVL Wealth Strategies | Wyoming | CFP, CFA | Percentage of assets, Hourly |
| Matthew Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Snipes | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| Maxwell Elsasser | Glassman Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| McKenzie Ebbesen | Bason Asset Management | Platte City | CFP | Flat fee or retainer, Ongoing planning fee |
| Meagan Niese | Teamwork Financial Group | Austin | CFP | Percentage of assets |
| Megan Waters | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Melodie Ace | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Melody Laser | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
Guides
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.