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 |
|---|---|---|---|---|
| Thomas Favor | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Riley | Alpha Capital Family Office | Greenwood Village | CFA | Percentage of assets, Fixed fees |
| Thomas Watts | Watts Capital | New York | CFA | Percentage of assets, Performance-based fees |
| Timothy Pope | 360 Aviation Advisors | Concord | CFP | Percentage of assets, Fixed fees |
| Tor Benson | Streamline Advisory | Bellingham | CFP | One-time planning fee |
| Trey Touchstone | Lifeway Financial | Plano | CFA | Percentage of assets, Fixed fees |
| Tron Welch | Welch Financial Planning | Boulder | CFP | Percentage of assets, Hourly |
| Troy Davis | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Tuvshinjargal Odeh | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| Ty Kopke | Silver Oak Leaf Financial Services | Bluffton | Not listed | Ongoing planning fee |
| Ty Williams | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Tyler Batts | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Tyler Nichols | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| Victoria Abaev | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Vijay Patel | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Vincent Parrack | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Vipin Sahijwani | Lynx Investment Advisory | Washington | CFA | Percentage of assets, Fixed fees |
| W. Kern | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Wade Daniel | Wealthquest | Cincinnati | CFP | Percentage of assets, Fixed fees |
| William Barton | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| William Hammond | TechView Wealth Advisors | St. Petersburg | Not listed | Percentage of assets |
| William Jobes | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| William Malloy | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| William Morrison | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| William Reeve | Kastel Capital | Wellesley | CFP, CFA | Percentage of assets, Hourly |
| William Snider | ONE Advisory Partners | Highlands Ranch | Not listed | Ongoing planning fee, Percentage of assets |
| William Turner | Turner Wealth Advisory | Woodstock | CFP, ChFC | Percentage of assets, Hourly |
| Zachary Kratofil | Clayton Financial Group | St. Louis | CFP | Percentage of assets, Fixed fees |
| Zachary Swenson | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Zeta Russell | Tuggle & Russell | Richardson | CFP | Percentage of assets, Hourly |
| Aaron Beeson | Seek First | Ellensburg | Not listed | Percentage of assets, Fixed fees |
| Aaron Hardy | S.E.E.D. Planning Group | Knoxville | CFA | Percentage of assets, Hourly |
| Aaron Marks | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Aaron Sams | PYA Waltman Capital | Knoxville | CFA | Percentage of assets, Hourly |
| Adam Meyers | GoTo Financial | Ventura | Not listed | Percentage of assets, Hourly |
| Adam Skousen | Harvard Avenue | Gilbert | Not listed | Percentage of assets |
| Aidan Banner | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Alajahwon Ridgeway | A.B. Ridgeway Wealth Management | Lafayette | Not listed | Percentage of assets, One-time planning fee |
| Alex D'Attilio | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Alex Soderberg | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Alexander Hoover | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Alexander Koynoff | ATK Financial Prosperity | Oswego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Alexander Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Thompson | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Alexander Wasiunec | Mendel Money Management | Northbrook | Not listed | Percentage of assets, Hourly |
| Alexander Willard | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Ali Saltagi | Zaki Financial | Indianapolis | Not listed | One-time planning fee, Hourly |
| Allen LeMay | Strong Tower Wealth | Minneapolis | Not listed | 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.