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 |
|---|---|---|---|---|
| Aaron Nolan | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Abigail McCloskey | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Adam Coughlin | Willamette Wealth Partners | Kalispell | CFP | Percentage of assets |
| Adam Kierzek | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Adam Magee | Whitney & Company | Rochester | CFP | Percentage of assets, Fixed fees |
| Adam Mehrer | Wills Financial Group | Newton Square | CFP | Percentage of assets, Hourly |
| Adam Reinking | Redbud Advisors | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Aiden Cox | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Alastair Stansfield | Rise Private Wealth Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Alexander Albert | Lincoln Capital | East Greenwich | CFP | Percentage of assets, Fixed fees |
| Alexander Benson | Birchcreek Wealth Management | Miami Township | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Kochanasz | Gannett Wealth Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Alexander Wilson | Provident Financial Planning | Addison | Not listed | Percentage of assets, Flat fee or retainer |
| Alexandra Demosthenes | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Alexis Olian | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Alicia Martinez | Divergent Financial Advisory Services (DiFi Advisory) | Salem | Not listed | One-time planning fee, Hourly |
| Alistair Huong | AdventEdge Financial | Apison | ChFC | One-time planning fee, Ongoing planning fee |
| Allen Trim | Blue Summit Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Amanda Ansell | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Amanda Harrell | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Amanda Hopkins Clouser | RCS Financial Planning | Annapolis | CFA | Percentage of assets, Hourly |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| Amy Moore | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Amy Qiu | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| Andrea Gorniok | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Andrew Block | Walla Walla Wealth Advisors | Walla Walla | Not listed | Percentage of assets |
| Andrew Branz | Clark Wealth Partners | O'Fallon | Not listed | Percentage of assets, Fixed fees |
| Andrew Bucksner | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Andrew Cattano | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Andrew Cecil | Cecil Wealth | Westminster | CFP | Percentage of assets |
| Andrew Clement | Alongside Wealth | Nolensville | CFP | Percentage of assets, Hourly |
| Andrew Doepker | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Andrew Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Andrew Hempeck | Creekside Partners | Petaluma | CFP | Percentage of assets, Fixed fees |
| Andrew Hermes | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Andrew Hickey | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Andrew Hicks | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Andrew Killpack | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Andrew Klein | Walkner Condon Financial Advisors | Madison | Not listed | Percentage of assets, Ongoing planning fee |
| Andrew Miller | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Andrew Siciliano | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Andrew Tranel | Rosemeyer Management Group | Platteville | CFP | Percentage of assets, Fixed fees |
| Andrew Tuecke | Stewards Advisory Services | Marion | CFP | Percentage of assets, Hourly |
| Angela Hall | Note Advisors | Hamburg | CFP | Percentage of assets, Hourly |
| Anna Hong | New Insight Wealth Advisors | San Ramon | ChFC | Percentage of assets, Hourly |
| Anna Vitale | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Annalise Montgomery | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Anthony Davis | Brass Capital | Leesburg | CFP | Percentage of assets, Fixed fees |
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.