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 |
|---|---|---|---|---|
| Emily Turner | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| Emily Walls | Ascension Capital Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| Erandathi Shaw | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Eric Demico | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Eric Horne | Arc Element Wealth Design | Papillion | CFP | Percentage of assets, Hourly |
| Eric Nelson | Independence Wealth | Voorhees | CFP | Percentage of assets, Fixed fees |
| Eric Strong | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Erickson Braund | Black Walnut Wealth Management | Traverse City | CFP | Percentage of assets, Fixed fees |
| Erik Baskin | Baskin Financial Planning | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Erik Helmstetter | Oder Investment Management | Los Angeles | CFP | Percentage of assets |
| Erika Mielke | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Erin Goss | Blue Chip Partners | Farmington Hills | CFA | Percentage of assets |
| Erin Martin | MRP Advisors | Milton | CFP | Percentage of assets, Hourly |
| Eva Howland | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Evan Schmidt | Schmidt Financial Management | Kirkland | CFP | Percentage of assets |
| Fritzner Jean | Geometric Advisors | Charlotte | CFP | Percentage of assets |
| Garrett Gould | Halyard Financial | St. Louis | CFP | Percentage of assets |
| Gary Wood | BDC Capital Management | Glen Allen | CFP | Percentage of assets, Hourly |
| Gene Gurley | Gibraltar Capital Management | Irving | CFP | Percentage of assets, Hourly |
| Geoffrey Hall | Beacon Wealthcare | Raleigh | CFP | Percentage of assets |
| George Kiraly | LodeStar | Naples | CFP | Percentage of assets, Hourly |
| Georgia Hussey | Modernist Financial | Portland | CFP | Percentage of assets, Hourly |
| Gerrond McKee | Lifeway Financial | Plano | CFP | Percentage of assets, Fixed fees |
| Gino Poli | Pendulum Partners | Itasca | CFP | Percentage of assets, Fixed fees |
| Graham Shepherd | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Griffin Sivret | Manchester Capital Management | Manchester | CFP | Percentage of assets, Fixed fees |
| Guadalupe Lechuga | Audible Wealth Management | Silver Spring | CFP | Percentage of assets, Fixed fees |
| Haley Schwartz | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Heather McClain | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Heidi Yoshida | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Hillary Knotts | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| Iftikhar Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| ignition tax ignition tax | ignition tax | new york | CPA | Flat fee or retainer |
| Ilirjan Shkurti | Whistle Stop Financial Advice | Birmingham | CFA | Hourly |
| Isaac Hutchins | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Isao Shoji | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| J Cameron Zabko | Westhollow Wealth Management | Milton | CFP | Percentage of assets |
| Jackson Boyer | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Jacob Eason | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Jacob Fram | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Jacob Martin | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jacob Samuels | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Jacob Schlicht | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Jacob Weatherford | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jake Elm | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Jamel Gordon | Rose Capital Advisors | Miami Beach | CFP | Percentage of assets, Hourly |
| James Chaney | Duncan Williams Asset Management | Memphis | CFP | Percentage of assets, Hourly |
| James Johnson | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| James Joseph | Sentinel Wealth Management | Reston | CFP, ChFC, PFS | Percentage of assets, Fixed fees |
| James Kaffenbarger | BCK Partners | Corning | 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.