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 |
|---|---|---|---|---|
| Donna Savastani | CRA Financial | Northfield | Not listed | Percentage of assets |
| Douglas Bartol | Nexus One Financial Advisors | Plano | CFP, ChFC | Percentage of assets |
| Douglas Bostich | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Douglas Morisoli | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Dustin Irish | Irish Capital | Olathe | Not listed | Percentage of assets |
| Edmond Griffin | Apex Investment Group | Hudson | CFA | Percentage of assets |
| Edward Hadad | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Ehab Alalfey | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Elizabeth Raabe | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Elizabeth Schneider | WHealthy Empowerment Network | Kildeer | CFP | Percentage of assets, Fixed fees |
| Ellen Johnson | Thistle Wealth | Corvallis | Not listed | Percentage of assets |
| Emily Dyer-Wolfe | Rigden Capital Strategies | Englewood | CFP | Percentage of assets, Hourly |
| Emily Maretsky | Educated Financial Planning | Astoria | Not listed | Ongoing planning fee, One-time planning fee |
| Eric Foster | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Eric Gardner | All Star Financial | Minneapolis | CFA | Percentage of assets, Hourly |
| Eric Hanna | Wellspring Family Office | Fairview Park | CFP | Percentage of assets, Fixed fees |
| Eric Johnson | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Eric Larson | Sigma Investment Counselors | Northville | Not listed | Percentage of assets |
| Eric OBrien | Nadler Financial Group | Deerfield | CFP | Percentage of assets |
| Erica Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Erika Safran | Safran Wealth Advisors | New York | CFP | Percentage of assets, Hourly |
| Erin Menking | FCA | Fort Worth | CFP | Percentage of assets, Hourly |
| Erin Preston | Patterson Advisors | Waterford | CFP | Ongoing planning fee |
| Erin Zylka | WHealthy Empowerment Network | Kildeer | CFP | Percentage of assets, Fixed fees |
| Ernest Moosherr | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Eustache Clerveaux | Fidare Wealth Solutions | New York | CFP | Percentage of assets, Hourly |
| Evan Darr | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Federico Londono Castillo | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Frederick Moosherr | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Gabriel Nelson | Gabe Nelson Financial | Sioux Falls | CFP | Ongoing planning fee |
| Gabrielle Fitzwater | Dwyer Financial | Flagstaff | Not listed | Percentage of assets, Hourly |
| Garth Williams | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Gary Hess | Baldwin Management | West Conshohocken | CFA | Percentage of assets |
| Gary Roof | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Gavin Distasi | Topel & DiStasi Wealth Management | Berkeley | Not listed | Percentage of assets, Flat fee or retainer |
| Genecar Vivo | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Geoffrey Biehn | Trinity Financial Advisors | Columbus | CFP | Percentage of assets, Fixed fees |
| George Don | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| George Marron | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Geovanni James | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Glenn Sweeney | Sweeney Financial Advisors | Manchester | CFA | Percentage of assets |
| Glenn Young | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Grace Trewartha | MAPT Capital | Madison | Not listed | Percentage of assets, Flat fee or retainer |
| Greg Hartenbower | John Moore Associates | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Gregory Davis | RBG Wealth Advisors | Memphis | CFP | Percentage of assets |
| Gregory Goff | Goepper Burkhardt | Greenville | CFP, CFA | Percentage of assets |
| Gregory Meyer | New Wave Financial Services | Hermosa Beach | CFP | Percentage of assets, Hourly |
| Gregory Middendorf | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Gregory Nelson | Soulence Wealth Management | Pleasant Grove | ChFC | Percentage of assets |
| Griffin Baker | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
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.