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 |
|---|---|---|---|---|
| Andrea Cloutier | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Andrea Searle | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Andrew Bloom | MB Generational Wealth | Spokane | CFP, CFA | Percentage of assets |
| Andrew Boyd | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Andrew Buzan | Kelman-Lazarov | Memphis | CFA | Percentage of assets, Hourly |
| Andrew Castleberry | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Andrew Molnar | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Andrew Woodard | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Andri Buckley | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Angela Oneill | The Strebel Planning Group | Ithaca | CFP | Percentage of assets, Hourly |
| Angela Williams | Wealthquest | Oak Brook | CFP | Percentage of assets, Fixed fees |
| Anthony Erzen | Legacy Wealth Planning | Bethalto | Not listed | Flat fee or retainer |
| April Blasen | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Ashwini Patil | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Audrey Petrash | Stegent Equity Advisors | Houston | CFP | Percentage of assets |
| Austen Auger | Shira Ridge Wealth Management | Vacouver | Not listed | Percentage of assets |
| Austin Rowland | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Barton Brewer | Global Business Management | Valencia | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Benjamin Smith | Briarwood Financial | Gig Harbor | CFP | Ongoing planning fee, One-time planning fee |
| Benjamin Wallace | CM Wealth | Beachwood | CFA | Percentage of assets, Hourly |
| Bernadette Mashas | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Betsy Mays | Coffman Wealth Advisors | Poplar Bluff | CFP | Percentage of assets, Hourly |
| Blake Headley | Renaissance Advisors | Ridgeland | CFP, ChFC | Percentage of assets, Fixed fees |
| Braden DeForge | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Brady Johnson | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Brandon Hobson | PracticeCFO | San Diego | CFA | Percentage of assets, Fixed fees |
| Brendan Moody | Watershed Private Wealth | Oak Brook | Not listed | Percentage of assets |
| Brian Ferrin | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Brian Kopinski | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Brian Krause | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| Brian Rosso | Elevate Wealth Advisory | Athens | CFA | Percentage of assets, Hourly |
| Brian Timm | Global Financial Private Client | Sarasota | CFP | Percentage of assets, Hourly |
| Brian Vogel | Manchester Capital Management | Manchester | CFA | Percentage of assets, Fixed fees |
| Brianna Shealey Helping clients find clarity of their financial future while humanizing the financial planning experience. | Buena Vista Financial Planning LLC | Decatur | Not listed | Percentage of assets, Flat fee or retainer |
| Britt Joyce | Regatta Capital Group | El Segundo | CFA | Percentage of assets, Hourly |
| Bryan Sauceda | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Caleb Regan | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Caley Miller | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Calisto Reghi | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Calynn Mullins | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Cameron Kaska | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Carey Blakley | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Carissa Steffler | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Carlie Campuzano | Millennial Wealth Management | Broomfield | Not listed | Percentage of assets, Ongoing planning fee |
| Carly Purtill | Purtill Financial | Willoughby | PFS | Percentage of assets, Hourly |
| Carol Wikle | Mirador Capital Partners | Pleasanton | CFP | Percentage of assets, Hourly |
| Caroline Baronian | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Carolyn Bennett | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Casey Rench | Relevance Capital Management | Denton | CFP, CFA | Percentage of assets, Hourly |
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.