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 |
|---|---|---|---|---|
| Alan Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Alek Wyatt | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Alexander Boeri | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Alexander Briggs | Oldfield Wealth Partners | Bangor | CFP | Percentage of assets, Fixed fees |
| Alexander Weiss | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Alicia Klein | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Alison Dorsman | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Alixandria Tucci | PCM Encore | Charlotte | CFP | Percentage of assets, Fixed fees |
| Allison Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Alyssa Schuster | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Amy Alpert | Gray Private Wealth | Canton | CFP | Percentage of assets, Hourly |
| Amy Jones | Barlow Wealth Partners | Louisville | CFP | Percentage of assets, Hourly |
| Amy Lorius | CM Wealth | Beachwood | CFP | Percentage of assets, Hourly |
| Andre Fernandes | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Andrew Barnes | Traction Financial Partners | Encampment | CFP | Percentage of assets, Hourly |
| Andrew Beil | StrongBox Wealth | Lee'S Summit | CFP | Percentage of assets, Hourly |
| Andrew Brown | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Andrew Gardener | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Andrew Keeler | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Andrew Leonard | Geometric Advisors | Washington | CFP | Percentage of assets |
| Andrew Peapos | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Andrew Pool | Paradigm Wealth Management | Lincoln | CFP | Percentage of assets, Hourly |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Angel Brown | asendo wealth | San Diego | CFP | Percentage of assets, Hourly |
| Ann Taylor Knotts | Woodmont Investment Counsel | Nashville | CFP, CFA | Percentage of assets |
| Anna Wunderlich | Camarda Wealth Advisory Group | Fleming Island | CFP | Percentage of assets, Hourly |
| Anne Chernish | Anchor Capital Management | Ithaca | CFP | Percentage of assets, Hourly |
| Anne Gouthro | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Anne Petty | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Anthony Cortina | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| Anthony Weaver | THOR Wealth Management | Cincinnati | CFP | Percentage of assets, Fixed fees |
| April Lowery | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Arian Nelson | Hill Island Financial | Grand Rapids | CFP | Percentage of assets, Fixed fees |
| Austin Russell | Gray Private Wealth | Canton | CFP | Percentage of assets, Hourly |
| Bartholomew Earley | Manchester Capital Management | Manchester | CFP, CFA | Percentage of assets, Fixed fees |
| Benjamin Forte | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Benjamin Kogan | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Benjamin Sampson | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Bert Bowler | Round Rock Advisors | Wilton | CFP | Percentage of assets, Fixed fees |
| Bethany Evans | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| Bianca San | Monument Wealth Management | Alexandria | CFP | Percentage of assets |
| Blake Appell | Hill Island Financial | Grand Rapids | CFP | Percentage of assets, Fixed fees |
| Blake Curle | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Brandon Berman | Total Wealth Services | Westlake Village | CFP | Percentage of assets |
| Brandon Hodgeson | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Brandon Jaquis | Warburton Capital Management | Tulsa | CFP, CFA | Percentage of assets |
| Brenda Friedlander | Spectrum Financial Management | San Rafael | CFP | Percentage of assets |
| Brett Detterbeck | Detterbeck Wealth Management | Palatine | CFP, CFA | Ongoing planning fee |
| Brett Fellows | Oak Capital Advisors | Mt. Pleasant | CFP | Percentage of assets, Ongoing planning fee |
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.