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 |
|---|---|---|---|---|
| Brandon Oliver | Oliver Wealth Management | St. Louis | Not listed | Ongoing planning fee |
| Braxton Leicht | Beta Wealth Group | Park City | Not listed | Percentage of assets |
| Brendan Koors | Athyra Financial Partners | Cincinnati | Not listed | Percentage of assets, Ongoing planning fee |
| Brendon Johnson | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Brenton Bersin | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Brett Grossman | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Brian Beckman | Hermosa Wealth Management | Torrance | Not listed | Percentage of assets, Hourly |
| Brian Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Brian Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Brian Heath | Conviction Wealth Management | Austin | Not listed | One-time planning fee, Ongoing planning fee |
| Brian Jones | NextGen Financial Advice | Elko New Market | Not listed | Percentage of assets, Hourly |
| Brian Shepardson | James Investment | Xenia | CFA, CIC | Percentage of assets, Hourly |
| Brian Tumpane | Cedar Capital Advisors | Glen Ellyn | Not listed | Percentage of assets, Fixed fees |
| Brian Vandenbrink | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Brian Williams | Northshire Consulting | Southington | Not listed | Ongoing planning fee, Percentage of assets |
| Brian Woods | Woods Financial Services | Towson | Not listed | Ongoing planning fee |
| Brianna Pradia | SSB&T Wealth | Fredericksburg | Not listed | Percentage of assets, Fixed fees |
| Brittany Anderson | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Brock Mackenzie | MarsJewett Financial Group | Bellevue | Not listed | Percentage of assets, Flat fee or retainer |
| Bruce McCrea | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Bruno Krenn | Pacific Capital | Corona | Not listed | Percentage of assets, Fixed fees |
| Bryan Belew | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Bryan Linn | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Bryan McCrea | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Caeden Goering | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Caleb Graybeal | Strong Retirement Solutions | Bloomington | Not listed | Percentage of assets, Hourly |
| Callum Raymick | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Cameron Malekuti | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Carlos Lowenberg | Masterpiece Capital | Austin | ChFC | Percentage of assets, Fixed fees |
| Carol Clark | OnCenter Financial Advisors | Beachwood | CFA | Percentage of assets, Hourly |
| Carrie Carr | ARIA Wealth Management | Little Rock | Not listed | Percentage of assets, Hourly |
| Carson Brown | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Catherine Richmond | Ballast | Lexington | Not listed | Percentage of assets, Hourly |
| Cathleen Keane | Haviland & Sams | Farmington | CFP | Hourly, Fixed fees |
| Chace Cannon | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Chad Evans | Altere Financial | Austin | Not listed | Percentage of assets, Hourly |
| Chad Johnson | Spartan Wealth Solutions | Plano | CFP | Hourly, One-time planning fee |
| Chad Kunc | CPK Wealth Management | Fort Myers | Not listed | Percentage of assets |
| Chad Willardson | Pacific Capital | Corona | Not listed | Percentage of assets, Fixed fees |
| Charles Caravati | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Charles Davis | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Charles Gibbons | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Charles McAteer | ARIA Wealth Management | Saratoga | Not listed | Percentage of assets, Hourly |
| Chelsea Weiss | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Christina Simmonds | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Christopher Anderson | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Christopher Arena | Clef Financial | Greensboro | CFP | Percentage of assets, Hourly |
| Christopher Culbertson | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Christopher Dion | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Christopher Fry | Capital Asset Management | Columbus | 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.