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 |
|---|---|---|---|---|
| Michael Bechtold | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Michael Bisbee | Enduro Wealth | Eagle | CFP | Percentage of assets, Hourly |
| Michael Brady | Brady Family Wealth | Saint Louis | CFP | Percentage of assets, Hourly |
| Michael Broadhurst | Heritage Wealth Management Group | Norfolk | CFP | Percentage of assets, Fixed fees |
| Michael Canzone | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Michael D'Antonio | DT Investment Partners | Chadds Ford | CFP | Percentage of assets, Fixed fees |
| Michael Dixon | Your Planning Partner | Palm Beach Gardens | PFS | Percentage of assets, Hourly |
| Michael George | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Haskins | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| Michael Hughes | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Michael Kozak | BlueDoor Private Wealth | Beverly | CFP | Percentage of assets, Hourly |
| Michael Lynch | Michael P. Lynch Wealth Management | Stockton | CFP, PFS | Percentage of assets, Hourly |
| Michael O'Connor | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| Michael Pompian | Sunpointe Investments | St. Louis | CFP, CFA | Percentage of assets, Fixed fees |
| Michael Rudy | Wolakota Advisors | Ypsilanti | CFP | Hourly |
| Michael Sicuranza | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Michael Sly | Strategic Financial Alliance | Canton | CFP | Percentage of assets, Hourly |
| Michael Stacey | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Michael Wagner | Omnia Family Wealth | Aventura | CFP | Percentage of assets, Fixed fees |
| Michael Williamson | Advisor.com | Charleston | Not listed | Flat fee or retainer, Percentage of assets |
| Michelle Eldridge | Clear Ridge Wealth Management | Kalamazoo | CFA | Percentage of assets |
| Michelle Robinson | Stolz & Associates, P.S. | Tacoma | CFP | Percentage of assets |
| Mickey Kim | Kirr, Marbach & Company | Columbus | CFA | Percentage of assets |
| Minka Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| Mitchell Crowder | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Mitchell Doman | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Mitchell Mosgrove | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Montaser Takrouri | Azzad Asset Management | Chicago | Not listed | Percentage of assets |
| Montgomery Gossen | BCM Advisors | Lafayette | CFP | Percentage of assets |
| Nancy Congdon | Blue Water Wealth | Portland | CFP | Percentage of assets, Fixed fees |
| Nancy Cooper | Topel & DiStasi Wealth Management | Santa Fe | Not listed | Percentage of assets, Flat fee or retainer |
| Nathan Billigmeier | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Nathan Condon | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Nathan Fulks | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Nathan Madill | JMR Financial Group | Superior | CFP | Percentage of assets, Fixed fees |
| Nathan Walsh | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Nathan Ward | W&S Management Services | Richmond | Not listed | Percentage of assets, Hourly |
| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Neil Connolly | Rigden Capital Strategies | Overland Park | CFP | Percentage of assets, Hourly |
| Nelson Greene | Highline Private Wealth | Jacksonville | CFP | Percentage of assets |
| Nicholas Dawson | New Perspective Wealth Management | St. Petersburg | CFP | Percentage of assets, Hourly |
| Nicholas Renfro | MDT Financial Advisors | Webster | CFP | Percentage of assets, Hourly |
| Nicholas Simonian | Concentrum Wealth Management | San Jose | CFP | Percentage of assets, Hourly |
| Nicholas Vogel | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Noah Camfield | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Noah McCorkle | KingsMark Private Financial Advisors | Albany | CFP | Percentage of assets, Hourly |
| Noah Wildman | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Noel Bennett | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Noel Villajuan | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Olivia Kriscunas | Paratus Financial | Dallas | CFA | Hourly, 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.