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 |
|---|---|---|---|---|
| Tristen Sheffler | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Tyler Heckman | Flavin, Nooney & Person | Melbourne | CFP | Percentage of assets, Hourly |
| Tyler Keenan | Fiducia Wealth Management | Upper Arlington | CFP, ChFC | Ongoing planning fee |
| Tyler Schalch | FPC Wealth | Petaluma | CFP | Percentage of assets |
| Tyson Ray | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Valerie Lasher-Adelman | William Howard & Co. Financial Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Vaughn Kellerman | Gannett Wealth Advisors | Cleve | CFP | Percentage of assets, Fixed fees |
| Victoria Ward | Financial Lifestyle Management | Greenville | CFP | Hourly, Flat fee or retainer |
| Viktoria Kamin | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Virajith Wijeweera | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Volodymyr Stasenko | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Wanda Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Wesley English | Vault Private Wealth | Lawrenceville | CFP | Percentage of assets |
| William Ambrogio | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| William Doepker | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| William Henley | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| William Howard | William Howard & Co. Financial Advisors | Memphis | CFP, ChFC | Percentage of assets, Hourly |
| William Kellar | Human Investing | Lake Oswego | CFP | Percentage of assets |
| William Lauderdale | FORM Wealth Advisors | Middleton | CFP | Percentage of assets |
| William Lee | ARQ Wealth Advisors | Scottsdale | CFP, CFA | Percentage of assets, Fixed fees |
| William Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| William McDonald | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| William Smith | Wealthway Financial Advisors | Norfolk | CFP | Percentage of assets |
| Yoel Kaplowitz | Able Wealth Management | Toms River | CFP | Percentage of assets, Flat fee or retainer |
| Zachary Erskine | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Zachary Guffy | Blue Anchor Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Zachary Matarazzo | Main Line Retirement Advisors | Whitefish | CFP | Percentage of assets, Hourly |
| Zachary Potter | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Zachary Tekamp | Heritage Wealth Management Group | Norfolk | CFP | Percentage of assets, Fixed fees |
| Zachary Welz | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| Zachary Zimmer | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Aaron Bly | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Aaron Randak | Golden Acre Wealth Management | Scottsdale | Not listed | Percentage of assets, One-time planning fee |
| Aaron Wall | Fidelis Capital | Bethesda | CFA | Percentage of assets, Fixed fees |
| Abbigail Kuna | Highland Investment Advisors | Brookfield | Not listed | Percentage of assets, Fixed fees |
| Adam Larkin | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Adam Lee | Castlepoint Wealth Advisors | Oklahoma City | CFA | Percentage of assets, Hourly |
| Adam Strahan | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Addison Fluent | Iron Gate Wealth Advisors | Poland | CFP | Percentage of assets, Hourly |
| Alec Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Alek Johnson | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Alex LaRosa | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Alison McFadden | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Alix Demartino | Defined Wealth Management | Beaverton | CFP | Ongoing planning fee, One-time planning fee |
| Allison Kade | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Amanda Blankenship | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Amanda Phillips | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Amber Pennycoff | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Amy Shepard | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Anastasiya Kolodiy | Highland Investment Advisors | Ponte Vedra | Not listed | 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.