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 |
|---|---|---|---|---|
| Cole Leonida | John Moore Associates | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Colin Exelby | Celestial Wealth Management | Towson | CFP | Percentage of assets, Subscription |
| Connie Lee | Lakeridge Wealth Management | Albuquerque | CFP, CFA | Percentage of assets, Hourly |
| Connor Hughes | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Craig Farkas | Harold Davidson & Associates | Los Angeles | CFP | Percentage of assets, Hourly |
| Craig Morgan | Colmina | Colorado Springs | CFP | Percentage of assets, Hourly |
| Dajin Yang | New Insight Wealth Advisors | San Ramon | CFA | Percentage of assets, Hourly |
| Dallas Trahern | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Dana Levit | Paragon Financial Advisors | Newton | CFP | Hourly, Ongoing planning fee |
| Daniel Adams | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Daniel Divizio | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Daniel Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | CFP | Percentage of assets, Hourly |
| Daniel Doyle | Oak Park Wealth Management | Lakewood | CFP | Percentage of assets, Hourly |
| Daniel Henning | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Daniel Miladinovich | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| Daniel Sciortino | Fig Tree Wealth Management | Mountainside | ChFC | Percentage of assets, Hourly |
| Daniel Sigmon | Collegiate Capital Management | Raleigh | CFP | Percentage of assets |
| Daniel Smith | Piedmont Trust | Greenboro | CFP, CFA | Percentage of assets, Fixed fees |
| Daniel Snowden | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| Daniel Vistica | Vistica Wealth Advisors | Carlsbad | Not listed | Percentage of assets, Flat fee or retainer |
| Darren Leader | Acacia Grove Wealth | Schenectady | CFA | Percentage of assets, Hourly |
| David Anderson | Human Investing | Lake Oswego | CFP | Percentage of assets |
| David Bass | Decision Tree Advisor | Houston | ChFC | Percentage of assets, One-time planning fee |
| David Bennett | Unify Financial Advisors | Clearwater | CFP | Percentage of assets, Hourly |
| David Clark | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| David Foster | Foster & Wood | Lake Oswego | CFP | Percentage of assets, Fixed fees |
| David Greene | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| David Hamra | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| David Kirr | Kirr, Marbach & Company | Columbus | CFA | Percentage of assets |
| David Luck | Advisor Financial Services | Glen Allen | CFP | Percentage of assets, Hourly |
| David Markle | Markle Wealth Management | Danielsville | CFP, PFS | Percentage of assets |
| David Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Muehl | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| David Patterson | Patterson Advisors | Waterford | CFP | Ongoing planning fee |
| David Schubert | Carrington Group | Dallas | CFP | Percentage of assets, Fixed fees |
| Denis Smirnov | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Dennis Jackson | Allred Jackson | North Logan | CFP | Percentage of assets |
| Dennis Peatrowsky | Virtue Wealth Counsel | Omaha | ChFC | Percentage of assets, Hourly |
| Derek Dzingle | Stolz & Associates, P.S. | Tacoma | CFP, CFA | Percentage of assets |
| Derek Lewis | Catawba River Capital | Lake Wylie | CFP | Percentage of assets, Hourly |
| Derek Schmidt | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Devereaux Williams | Blalock Williams | Alexander City | CFP | Percentage of assets, Fixed fees |
| Devyn Deleon | DeLeon Wealth | Kennewick | CFP | Percentage of assets, Fixed fees |
| Diana Harrison | Financial Investment Team | Portland | CFP | Percentage of assets, Hourly |
| Diana Kahn | The Financial Pharmacist | Aventura | CFP | Flat fee or retainer |
| Diane Bourdo | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Don Eidam | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Donald VandeVanter | Christian Financial Advisors® | New Braunfels | Not listed | 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.