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 |
|---|---|---|---|---|
| Jay Arce | Taylor Financial Group | Roanoke | CFP | Percentage of assets, Fixed fees |
| Jeb Flynn | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Jeff Newburn | Plan2Thrive Financial Services | Eldridge | CFP | Percentage of assets, Hourly |
| Jeff Pomerantz | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jeffrey Feldman | Rochester Financial Services | Pittsford | CFP | Percentage of assets, Hourly |
| Jeffrey Loos | Marsh Wealth Management | Knoxville | ChFC | Percentage of assets |
| Jeffrey Matchett Robles | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Jennifer Colon | CRA Financial | Northfield | Not listed | Percentage of assets |
| Jennifer Oravsky | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Jennifer Staton | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Jeremiah Whiddon | OnTrack Wealth Management | Canton | CFP | Percentage of assets, Fixed fees |
| Jeremy Johnson | Veracity Wealth Management | Oakbrook Terrace | CFP | Percentage of assets, Ongoing planning fee |
| Jerod Brockelman | Eubank, Hutson & Associates | Plano | CFP | Percentage of assets, Hourly |
| Jerry Firebaugh | Wayne Firebaugh | Roanoke | CFP | Percentage of assets, Hourly |
| Jesse Coffee | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Jesse Schrock | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Jessica Morris | CMA Financial Services | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jessica Ness | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Jessica Welch | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| Jeyamariappan Ganapathy | Samatva Wealth Management | Clarksburg | CFA | Percentage of assets, Hourly |
| Joel Cavaliere | Blue Heron Capital | Englewood | CFP | Percentage of assets, Hourly |
| Joel Hamilton | Glass Lakes Capital Management | Overland Park | CFP, CFA | Percentage of assets |
| John Blair | DT Investment Partners | Chadds Ford | CFP | Percentage of assets, Fixed fees |
| John Blalock | Blalock Williams | Alexander City | CFP | Percentage of assets, Fixed fees |
| John Burkhardt | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| John Christensen | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| John Griffin | Mainsail Financial Group | Bellevue | CFP | Ongoing planning fee |
| John Harrington | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| John Hughes | CRA Financial | Northfield | Not listed | Percentage of assets |
| John Jackson | Stewards Advisory Services | Yonkers | CFP | Percentage of assets, Hourly |
| John King | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| John Levangie | Darrow Wealth Management | Needham | Not listed | Percentage of assets |
| John Lienert | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| John Ramshaw | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| John Salomon | J2 Capital Management | Troy | CFP | Percentage of assets, Hourly |
| John Schmidt | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| John Smith | Ten Talents Asset Management | Cincinnati | CFA | Percentage of assets |
| John Taylor | Taylor Financial Group | Roanoke | CFP | Percentage of assets, Fixed fees |
| John Wilbourne | Occidental Asset Management | Bellevue | Not listed | Ongoing planning fee |
| John Williams | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Johnathan Frerichs | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Jon Green | Encompass Advisors | Brevard | CFP, PFS | Percentage of assets, Hourly |
| Jon Matlock | American Financial Planning | Roanoke | CFP | Flat fee or retainer, One-time planning fee |
| Jonas Lowery | BCM Advisors | Lafayette | CFP | Percentage of assets |
| Jonathan Bailey | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Jonathan Crantz | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Jonathan Fecko | Elevate Wealth Management | Littleton | CFP | Percentage of assets, Hourly |
| Jonathan George | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Jonathan Gillett | Wilco Financial | College Grove | Not listed | Percentage of assets |
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.