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 |
|---|---|---|---|---|
| Robert Pick | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Roland | Absher Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Ross Hager | KEB – Kerber, Eck & Braeckel | Springfield | CFP | Percentage of assets, Hourly |
| Ross Pollard | Breakwater Capital | Kalamazoo | CFP | Percentage of assets, Hourly |
| Ross Riskin | Riskin Wealth Management | Newtown | PFS | Percentage of assets |
| Rupesh Goyal | Alphanso | Rochester | Not listed | Flat fee or retainer, Ongoing planning fee |
| Russell Holcombe | Holcombe Financial | Atlanta | CFP | Percentage of assets, Hourly |
| Ryan Conner | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Ryan Galiotto | Etch Financial | Pittsburgh | CFP | Percentage of assets, Hourly |
| Ryan Heidenreich | Sunpointe Investments | St. Louis | CFP | Percentage of assets, Fixed fees |
| Ryan Kohr | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Ryan Melnyk | Manzanita Wealth Management | West Sacramento | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sam Evans | Evans Wealth Management | Duluth | CFA | Percentage of assets, Hourly |
| Samantha Link | Brockenbrough | Richmond | CFP | Percentage of assets, Fixed fees |
| Samantha Swiderski | CRA Financial | Northfield | Not listed | Percentage of assets |
| Samuel Wesley | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Sandria Calio | Providence Financial Services | Rocky River | CFP, PFS | Percentage of assets, Hourly |
| Sarah Nix | Keller Wealth Advisors | Victoria | Not listed | Percentage of assets |
| Sarah Racek | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Sarah Stymus | Whitney & Company | Rochester | CFP | Percentage of assets, Fixed fees |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Scott Abrahamson | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Scott Beasley | Liberty Atlantic Advisors | Valencia, Spain | CFP, ChFC | Percentage of assets, Hourly |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Scott Dunlap | Human Capital Wealth Management | Fishers | Not listed | Percentage of assets, Ongoing planning fee |
| Scott Evans | Liberty Atlantic Advisors | Princeton | CFP, CFA | Percentage of assets, Hourly |
| Scott Hampton | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |
| Scott Kahan | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Scott Sanders | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Scott Wallace | Thrifty Scotty Financial | Round Rock | CFP | Ongoing planning fee |
| Sean O'Brien | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Sean Sevey | Sevey Wealth Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sean Sternbach | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Shaun Eddy | Oxford Planning Group | Woodstock | CFP | Percentage of assets, Hourly |
| Shawn Glogowski | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Shawn Hirsch | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Shawn Kindt | Fairman Financial | Chesterbrook | CFP, PFS | Percentage of assets, Hourly |
| Shawn Peters | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Sloane Bennett | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Sophia Berglund | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Spencer Turkal | Sierra Hotel Financial | Temecula | CFP | Percentage of assets, Fixed fees |
| Spencer Werres | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Sprague Kolp | Opal Advisors | Bellevue | CFP | Percentage of assets, Performance-based fees |
| Stacey Liu | Treehouse Wealth Advisors | Walnut Creek | CFP, ChFC | Percentage of assets, Fixed fees |
| Stephanie Bunn | Capstone Global Advisors | Wedowee | CFP | Percentage of assets, Hourly |
| Stephanie Sandle | Bluestone Private Wealth | Cleveland | CFP | Percentage of assets |
| Stephanie Stumpf | WealthCrossing | Richmond | CFP, PFS | Percentage of assets, Fixed fees |
| Stephen Cote | Cote Financial Management | Wenham | CFP | Percentage of assets, Hourly |
| Stephen Crifasi | Westover Capital Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Stephen Paul | Wick Capital Partners | Wayne | 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.