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 |
|---|---|---|---|---|
| Cean Kenefick-Rogers | WLTH Capital Management | Chandler | CFP, CFA | Percentage of assets, Fixed fees |
| Charles Johnson | Differential Planning | Silverdale | CFA | Hourly |
| Charles Kerwood | Waller Financial Planning Group | Naples | CFP, ChFC | Percentage of assets, Hourly |
| Charles Picerni | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Charles Tobler | Star Financial Services | Denver | CFP | Hourly, Flat fee or retainer |
| Charles Vickery | Elevate Wealth Advisory | Athens | ChFC | Percentage of assets, Hourly |
| Cheng Luo | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Christel Turkiewicz | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Christian Voigtlander | Gibraltar Capital Management | Urbandale | CFA | Percentage of assets, Hourly |
| Christina Cline | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Christina O'Bryan | Beacon Asset Management | Owensboro | CFP | Percentage of assets, Hourly |
| Christopher Gauthier | Stonehearth Capital Management | Danvers | CFA | Percentage of assets, Hourly |
| Christopher Gunster | Fidelis Capital | Greenwich | CFA | Percentage of assets, Fixed fees |
| Christopher Hatfield | Defined Wealth Management | Beaverton | CFP | Ongoing planning fee, One-time planning fee |
| Christopher Olsgard | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Christopher Russell | Tempus Pecunia | San Diego | CFP | Percentage of assets, Fixed fees |
| Christopher Villaire | Villaire Financial | Grand Rapids | Not listed | Percentage of assets, Ongoing planning fee |
| Christy Gregory | Sycamore Asset Management | Zionsville | CFP | Hourly |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Cody Vanderhagen | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Colby Davis | RHS Financial | San Francisco | CFA | Percentage of assets |
| Cole Durkin | Insight Wealth Strategies | San Ramon | CFA | Percentage of assets, Hourly |
| Cole Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Congzhu Yang | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Cordi Powell | Favored Financial Planning | Jamestown | CFP | Fixed fees |
| Corey Bird | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Corey Hinkle | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Corey Jordison | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Dana Anspach | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Daniel Hochbaum | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Daniel Larson | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Daniel Levinson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Daniel Meyers | Adventure Wealth | Ridgway | Not listed | Percentage of assets, Ongoing planning fee |
| Daniel Slagle | Equal Voices Wealth | Minneapolis | CFP | Ongoing planning fee |
| Daniel Trgovich | Waterway Wealth Management | The Woodlands | CFA | Percentage of assets, Hourly |
| Darien Horton | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| David Armstrong | Monument Wealth Management | Alexandria | CFA | Percentage of assets |
| David D'Alessandro | Axiom Private Wealth | Charlotte | CFP | Percentage of assets |
| David Garelick | Global Business Management | Valencia | CFP | Percentage of assets, Hourly |
| David Juliano | Stonehearth Capital Management | Danvers | ChFC | Percentage of assets, Hourly |
| David Lorditch | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| David Massare | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| David Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| David McNeely | Darden Wealth Group | Ann Arbor | CFA | Percentage of assets, Hourly |
| David Nelson | Monument Wealth Management | Alexandria | CFA | Percentage of assets |
| David Olson | Journey Wealth | Cleveland | ChFC | Percentage of assets, Fixed fees |
| David Powell | Powell Wealth | Cornelius | ChFC | Percentage of assets, Hourly |
| David Sheiman | The Ellerson Group | Annapolis | CFA | Percentage of assets, Hourly |
| David Stitt | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
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.