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 |
|---|---|---|---|---|
| Jonas Rohde | Rohde Wealth Management | Broadway | Not listed | Percentage of assets |
| Jonathan Davis | One Day Wealth Management | Ocala | CFP, ChFC, CFA | Percentage of assets |
| Jonathan Solo | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| Jordan Salim | Corus Family Wealth Advisors | Mckinney | ChFC | Percentage of assets, Hourly |
| Jordan Worley | Coffman Wealth Advisors | Poplar Bluff | CFP | Percentage of assets, Hourly |
| Joseph Digangi | Amicus Financial Advisors | Easton | CFP | Percentage of assets, Hourly |
| Joseph Gallagher | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Joseph Hogan | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Joseph Leibfried | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Joseph Nix | Nix Wealth Management | Sacramento | CFP | Percentage of assets |
| Joseph Somerset | Beantown Financial Advisors | Jefferson | CFA | Percentage of assets, Hourly |
| Joseph Williams | Williams Wealth Management | Hopkinton | Not listed | Percentage of assets, Ongoing planning fee |
| Joshua Pearson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Joshua Richardson | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Joshua Yoder | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Julia Shaw | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Julie Betoni | Ignite Financial | Ponte Vedra Beach | CFP | Percentage of assets, Fixed fees |
| Julio Lopez-Brito | Sensible Money | Miami | CFP | Percentage of assets, Fixed fees |
| Jun Chea | Rainier Family Wealth | Tacoma | CFP | Percentage of assets |
| Justin Ajimine | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Justin Ellsesser | Matthias | Winter Park | CFA | Percentage of assets, Hourly |
| Justin Klunder | Gray Private Wealth | Canton | CFA | Percentage of assets, Hourly |
| Katherine Kincaid | Waller Financial Planning Group | Columbus | CFP | Percentage of assets, Hourly |
| Katherine Then | Laurel Wealth Planning | Edina | Not listed | Ongoing planning fee |
| Kathleen Mealey | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Katie Reichart | Doyenne Wealth Advisors | Chicago | CFA | Percentage of assets, Fixed fees |
| Keely McLeod | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Kellan Peer | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Kenneth Bellavance | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Kenneth Bower | Clayton Financial Group | St. Louis | CFP | Percentage of assets, Fixed fees |
| Kevin Regan | Crionna Wealth | Cheshire | CFP | Percentage of assets, Hourly |
| Kimberly Cushman | BentOak Capital | Katy | Not listed | Percentage of assets, Hourly |
| Kirsten Hollander | Schaefer Financial Management | Centennial | CFP | Percentage of assets, Hourly |
| Kishore Shah | Lynx Investment Advisory | Vienna | ChFC | Percentage of assets, Fixed fees |
| Kristen Hudspeth | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Kristian Blom | Blom Levy & Co | Santa Barbara | Not listed | Flat fee or retainer, Ongoing planning fee |
| Kristina Joy Torrealba | Jackson Square Capital | San Francisco | CFP | Percentage of assets |
| Kristopher Hicks | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Kyle Erickson | Elevate Investment Management | Scottsdale | CFA | Percentage of assets |
| Kyle Hammerschmidt Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises | MOKAN Wealth Management | Overland Park | Not listed | Percentage of assets, One-time planning fee |
| Kyle Ray | Ridgeback Wealth Management | Peachtree City | Not listed | Flat fee or retainer, Ongoing planning fee |
| Kyle Watkins | CF Financial | Fort Worth | CFP | Ongoing planning fee |
| Kylee Adamson | The Norden Group | Provo | CFP | Percentage of assets, Fixed fees |
| Lamberto Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Larry Peterson | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Laura Sodorsky | Marathon Mission | Latham | Not listed | Percentage of assets, Fixed fees |
| Lauren Gabele | Cascade Financial Partners | San Diego | CFP, ChFC | Percentage of assets |
| Lawrence York | ProActive Advisors | Lexington | Not listed | Percentage of assets, One-time planning fee |
| Leonard Golub | New Capital Management | Houston | CFA | Percentage of assets, Fixed fees |
| Lidia Amodei | Attleboro Wealth Management | Yardley | CFP, CFA | 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.