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 |
|---|---|---|---|---|
| Joseph Colman | Colman Knight | Baltimore | CFP | Flat fee or retainer, Ongoing planning fee |
| Joseph Elsasser | Adaptive Advice | Omaha | CFP | Percentage of assets, One-time planning fee |
| Joseph Gauvin | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Joseph Hendrickson | PCM Encore | Folsom | CFP | Percentage of assets, Fixed fees |
| Joseph Kirby | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Joseph McCabe | Vestpointe Wealth Management | Scottsdale | CFP | Percentage of assets |
| Joseph Smith | StillBlue Financial Partners | Jacksonville | CFP | Percentage of assets, Hourly |
| Joseph Sweeney | Sweeney & Michel | Chico | CFP | Percentage of assets, Hourly |
| Joshua Devereaux | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Joshua Glenn | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Joshua Jakubovitz | Warburton Capital Management | Tulsa | CFP | Percentage of assets |
| Joshua Salway | Full of Grace Financial | Roanoke | ChFC | Percentage of assets, Ongoing planning fee |
| Judith Barnhard | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Julia Zakarias | GenFi Family and Fiduciary Services | Chicago | CFP | Percentage of assets, Hourly |
| Justin Best | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Justin Mayo | Sierra Wealth Strategies | El Cajon | CFP | Percentage of assets, Hourly |
| Kaleb Paddock | Ten Talents Financial Planning | Parker | CFP | Percentage of assets, Ongoing planning fee |
| Katherine Donaldson | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Katherine Hennessy | AssetGrade | Chicago | CFP | Percentage of assets |
| Katherine Hollenbeck | Keen Capital | Chapin | CFP, CFA | Percentage of assets, Hourly |
| Kathleen Adams | Second 50 Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Kathryn Starkey | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Katie Macdonald | MacDonald Wealth Management | Mansfield | CFP | Percentage of assets, Hourly |
| Kelley Schubert | Corus Family Wealth Advisors | Mckinney | CFP | Percentage of assets, Hourly |
| Kelsey Ardies | Gibraltar Capital Management | Edmond | CFP | Percentage of assets, Hourly |
| Kelsey Doren | Barlow Wealth Partners | Louisville | CFP | Percentage of assets, Hourly |
| Kelsey Spresser | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Kendall King | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Kenneth Cala | Lowery Thomas | Alameda | CFP | Percentage of assets |
| Kenneth Petrashek | EverPar Advisors | Tulsa | CFP | Percentage of assets, Fixed fees |
| Kevin McLoughlin | Trio Wealth Management® | Sterling | CFP | Percentage of assets, Fixed fees |
| Kevin McPeek | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Kevin Nelson | Corus Family Wealth Advisors | Mckinney | CFP | Percentage of assets, Hourly |
| Kevin Roth | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Kian Rahmanzadeh | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Kraig Mickelsen | KRM Financial Services | St. Charles | CFP | Percentage of assets, Hourly |
| Kristen Buchman | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Kristin Balon | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Kristin Lindsay | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Kristin Short | Confide | Thousand Oaks | CFP | Percentage of assets, One-time planning fee |
| Kristofer Harrison | Northeastern Financial Consultants | South Abington Township | CFP | Percentage of assets, Hourly |
| Kristopher Barney | 30/40 Wealth | Cornelius | CFA | Percentage of assets |
| Kyle Boucher | PCM Encore | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Kyle Goupille | Oldfield Wealth Partners | Bangor | CFP | Percentage of assets, Fixed fees |
| Kyle Gowen | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Kyle Moerschbacher | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Lance Jamerson | Westshore Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Larren Odom | Chastain Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| Laura Kuntz | Laurel Wealth Planning | Edina | PFS | Ongoing planning fee |
| Lauren Friedlander | Spectrum Financial Management | San Rafael | 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.