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 |
|---|---|---|---|---|
| Zeke Anders | Planalto Financial LLC | Huntsville | CFP | Flat fee or retainer, Hourly |
| Ziad Sahuri | Parallel Wealth Financial Group | Ottawa | CFP | Flat fee or retainer, One-time planning fee |
| Zubin Kapur | Valor Wealth Partners | Washington | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Aaron Milledge | Targeted Wealth Solutions | Colorado Springs | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Adam Cornwell | North Ridge Wealth Advisors | Beaverton | CFA, CFP | Percentage of assets |
| AJ Flores | Portfolio Advisors, Inc. | Fresno | CFP | Percentage of assets |
| Alan Nelson | Measured Money Maneuvers LLC | Solana Beach | CFP, ChFC, MBA | Flat fee or retainer, Hourly |
| Alex Bridges | Tiverton Wealth | The Woodlands | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| Alex Caswell | Wealth Script Advisors | San Francisco | CFP, CFA, EA | Percentage of assets, Flat fee or retainer |
| Alex Caswell-Yatsenko | Wealth Script Advisors | San Francisco | CFA, CFP, EA | Percentage of assets, Flat fee or retainer |
| Alex Crouch | Tech Financial Planning | Spring Hill | CFP | Percentage of assets, Ongoing planning fee |
| Allen Gibson | GIBSON WEALTH ADVISORS LLC | Tyler | CFP, ChFC, CDFA, CRPC | Percentage of assets |
| Alonso Rodriguez Segarra | Advise Financial | Boca Raton | CFP | Hourly, Ongoing planning fee |
| Andrea Oliver | One Wild Life Advisors, LLC | Chicago | CFP | Flat fee or retainer, One-time planning fee |
| Andrea Vedder | Iambic Financial | Portland | CFP | Percentage of assets, Hourly |
| Andrew Cayer | SK Wealth Management, LLC | Providence | CFP | One-time planning fee |
| Andrew Damcevski | AJD Wealth Management | Cincinnati | CFP | Percentage of assets |
| Andrew Gray | Gray Wealth Strategies | Bend | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Angela Dorsey | Dorsey Wealth Management | Torrance | CFP, MBA | Percentage of assets, Hourly |
| Ashley Coake | Cultivate Financial Planning | Radford | CFP, EA | Flat fee or retainer |
| Audrey Emerson Planning with no minimums for newlyweds, freelancers and creative millennials, usually through a four- to five-month integrated process. | AdviceOnly | Bellingham | CFP | Subscription, One-time planning fee |
| Bill Nelson | Pacesetter Planning LLC | Arlington | Certified Student Loan Professional, CFP, CFT-I | Ongoing planning fee |
| Bob Wolfe | HealthyFP | Conshohocken | CFP, EA | Percentage of assets, Ongoing planning fee |
| Bradley Hilton | Sonas Financial Planning, LLC | Atlanta | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Brandon Seibel | Oasis Wealth Planning Advisors, LLC | Philadelphia | CFP, CPA, JD, LLM | Flat fee or retainer, Ongoing planning fee |
| Brian Tegtmeyer | Truly Prosper Financial Planning | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Britton Wellington | Real Agency Wealth | Beaverton | CFP, EA | Percentage of assets, Ongoing planning fee |
| Bryan Haggard | RetireMitten Financial LLC | Milford | CFA, CFP | Percentage of assets, One-time planning fee |
| Bryan Minogue | Kardinal Financial | Madison | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Cameron Willcox | Willcox Wealth Management | Denver | CFP, EA | Percentage of assets, Flat fee or retainer |
| Charles Horonzy | Focused Up Financial, LLC | La Grange | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Charles Thomas | Intrepid Eagle Finance | Clover | CFP, MBA | Ongoing planning fee, Percentage of assets |
| Chloe Moore | Financial Staples | Atlanta | CFP | Ongoing planning fee, Flat fee or retainer |
| Chris Mullis | NorthStar Capital Advisors | Charlotte | CFP, PhD | Percentage of assets, Hourly |
| Chris Shoup | Southshore Financial Planning | Tampa | CFP | Flat fee or retainer, Ongoing planning fee |
| Chris Woods | Silvis Financial | Charlotte | CFP | Ongoing planning fee |
| Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. | Plan For It Financial, LLC | Salem | ChFC, RICP | One-time planning fee, Subscription |
| Christopher Wells | Flourish Financial Planning | Grapevine | CFP, CKA, MS, MSFP | Percentage of assets, Ongoing planning fee |
| Clint Gossage | CMG Financial Consulting, LLC | Scottsdale | CFA, CFP, CPA | Ongoing planning fee |
| Cole Williams | Vessel Financial Planning | Plano | BFA, CFP, CIMA | Percentage of assets, Ongoing planning fee |
| Curtis Crossland | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, CFA, MBA, EA | One-time planning fee, Ongoing planning fee |
| Dan Amiot | Wrought Iron Financial, LLC | Canal Fulton | CFP | Percentage of assets, Ongoing planning fee |
| Dan Reiter | Prosperity Planning, Inc. | North Kansas City | CFP, CPA | Percentage of assets |
| Daniel Frankel | WealthCollab | Bellevue | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Danielle Harrison | Harrison Financial Planning | Columbia | CFP, MBA | Percentage of assets, Ongoing planning fee |
| David Frank | Turning Point Planning LLC | Los Angeles | CFP | Percentage of assets, Ongoing planning fee |
| David Uhlmann | Synergos Advisory LLC | Seattle | AAMS, CFP, MS, APMA | Flat fee or retainer, Ongoing planning fee |
| Deaton Smith | Thayer Financial | Hickory | CFP, ChFC | Percentage of assets |
| Debbie Price | Price Planning, LLC | Powell | CFP, CPA, JD | Hourly, Ongoing planning fee |
| Diane Esser Fee-only retirement planning and education for pre-retiree couples and Federal employees moving into the next phase of life. | Direction Financial Management, LLC | Germantown | CFP, CPA, RICP | Subscription, One-time planning fee |
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.