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 |
|---|---|---|---|---|
| Michael Booker | Financial Synergies Wealth Advisors | Houston | CFP, ChFC | Percentage of assets |
| Michael Brundage | Clear Ridge Wealth Management | Kalamazoo | CFP | Percentage of assets |
| Michael Kothakota | WolfBridge Wealth | Durham | CFP | Percentage of assets, Hourly |
| Michael Mazzei | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Michael Meehan | TFC Financial | Boston | CFP, PFS | Percentage of assets, Hourly |
| Michael Minter | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Michael Powsner | Upstart Wealth Management | New York | CFP, PFS | Percentage of assets, Ongoing planning fee |
| Michael Pumphrey | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Michael Rettinger | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Michelle Wells | Darrow Wealth Management | Needham | CFA | Percentage of assets |
| Miguel Rios Amurrio | TQM Wealth Partners | Marblehead | CFP | Percentage of assets, Hourly |
| Miller Hoffman | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Morgan Fippinger | Pacific Capital | Corona | CFP, CFA | Percentage of assets, Fixed fees |
| Nathan Burleson | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Nathan Lowe | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Nathan McDuffee | Oliver Wealth Management | Towson | CFP, ChFC | Ongoing planning fee |
| Nathan Mirizzi | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Nicholas Bzovi | Ducere Wealth Management | Newport Beach | CFA | Percentage of assets |
| Nicholas Stecklein | Telos Partners | Lehi | CFP | Percentage of assets, Hourly |
| Nicholas Sullivan | KFA Private Wealth Group | Cranford | CFP | Percentage of assets, Hourly |
| Nicholas Weisert | 46° North Financial | Denver | CFP | Percentage of assets, One-time planning fee |
| Nicholaus Domachowski | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Pamela Bergeson | Tailwind Financial Planning | Madeira Beach | CFP | Ongoing planning fee, One-time planning fee |
| Patrick Darby | Darby Business Advisors | Las Vegas | CFP | Ongoing planning fee |
| Patrick Graver | Center Stage Planning | Greeley | CFP | Percentage of assets, One-time planning fee |
| Patrick Grooms | Westwind Capital | Las Cruces | CFP, CFA | Percentage of assets |
| Patrick McNamara | Glassman Wealth | Rockville | CFP | Percentage of assets, Fixed fees |
| Patrick Sweeney | Patrick M Sweeney & Associates | Libertyville | CFP | Percentage of assets |
| Patrick Swift | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Peter Bobolia | Destiny Capital | Denver | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Peter D'Agati | Stembrook Asset Management | Jersey City | CFA | Percentage of assets |
| Peter Faust | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Peyton Klawinski | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Philip Matalucci | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Quinn McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Rachel Buckhoff | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Randall Francis | Pacific Capital | Corona | CFP | Percentage of assets, Fixed fees |
| Randolph Hardy | Factor Wealth Management | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Randy Kurtz | Upper Left Wealth Management | Tampa | CFP | Percentage of assets |
| Raymond Brown | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Richard LoPresti | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| Rielle Sanidad | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Robert Bilkie | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Robert Cope | Cope Private Wealth | Birmingham | CFP | Percentage of assets, Hourly |
| Robert Dwyer | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Robert Enright | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Robert Klefsaas | All Star Financial | Minneapolis | 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.