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 |
|---|---|---|---|---|
| Jaden Verrico | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| James Boucher | Wilson + Boucher | Orinda | CFP | Percentage of assets, Hourly |
| James Fonzi | Breakwater Capital Group | Stoneham | CFA | Percentage of assets, Hourly |
| James Langer | Wavvest | Chicago | CFA | Percentage of assets |
| James Liotta | Prominence Capital Wealth Management Advisors | Eagle | CFP | Percentage of assets |
| James Oliger | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Redman | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| James Rench | Relevance Capital Management | Denton | CFP | Percentage of assets, Hourly |
| James Richter | Monotelo Wealth Partners | Elgin | CFP | Ongoing planning fee |
| James Stechschulte | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Jan Schalkwijk | JPS Global Investments | West Linn | CFA | Hourly, One-time planning fee |
| Janel Manella | Co-Missions Financial Planning | Cherry Hill | CFP | Percentage of assets, Hourly |
| Janis Sleeter | Ruggaard & Associates | Oak Brook | CFP | Percentage of assets, Performance-based fees |
| Jared La Blue | DiversiFi Capital | Los Altos | Not listed | Ongoing planning fee, Percentage of assets |
| Jason Barbera | Heritage Wealth Advisors | Durham | CFA | Percentage of assets, Fixed fees |
| Jason Brown | Renaissance Advisors | Ridgeland | CFP | Percentage of assets, Fixed fees |
| Jason Dongelewic | Marathon Mission | Latham | Not listed | Percentage of assets, Fixed fees |
| Jason Eliason | Waller Financial Planning Group | Columbus | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jason Farris | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Jeff Rovnak | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Jeffrey Barnett | Fintegrity | Tenafly | Not listed | Ongoing planning fee, One-time planning fee |
| Jeffrey Buck | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | CFA | Percentage of assets, Hourly |
| Jeffrey Fortner | Geometric Advisors | Seattle | CFA | Percentage of assets |
| Jeffrey Lamarca | Marcellus Capital Management | Skaneateles | CFA | Percentage of assets, Performance-based fees |
| Jeffrey Notaro | Notaro Wealth Advisory | Tokyo, Japan | Not listed | Percentage of assets |
| Jeffrey Schaefer | Schaefer Financial Management | Englewood | CFP | Percentage of assets, Hourly |
| Jeffrey Sevy | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Jeffrey Waters | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Jeffrey Yeakle | MY Wealth Management | Germantown | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Yoakum | Yoakum Wealth Management | South San Francisco | CFP | Percentage of assets, Hourly |
| Jeffrey Zappone | Chair Six Financial | Financial Planning | Spokane | PFS | Hourly, Fixed fees |
| Jennifer Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Jenny Burns | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Jesse D'Elia | Attleboro Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
| Jesse Nix | Nix Wealth Management | Sacramento | CFP | Percentage of assets |
| Jessica Serrano | Equal Voices Wealth | Castaic | CFP | Ongoing planning fee |
| Jesus Longoria | Amicus Financial Advisors | Mcallen | CFP | Percentage of assets, Hourly |
| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| John Burnside | Burnside and Company | Oregon City | CFP | Flat fee or retainer |
| John Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| John Gallagher | Integrated Wealthcare | Durham | ChFC | Percentage of assets, Hourly |
| John Jordan | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| John May | Ruggaard & Associates | Hudson | CFP | Percentage of assets, Performance-based fees |
| John McNamara | Highball Advisors | Simsponville | Not listed | Percentage of assets |
| John Morrison | Geometric Advisors | Austin | CFA | Percentage of assets |
| John Robertson | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| John Roscoe | Osprey Private Wealth | New York | CFA | Percentage of assets |
| John York | ProActive Advisors | Lexington | Not listed | Percentage of assets, One-time planning fee |
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.