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 |
|---|---|---|---|---|
| Christopher Gebhards | Summit Vision Financial | Rock Port | Not listed | Percentage of assets, Hourly |
| Christopher Huston | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Christopher Langlois | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Christopher Nibley | Nibley Financial | Heber | Not listed | Percentage of assets, Fixed fees |
| Christopher Oland | Harmony Wealth Advisors | Edgewater | Not listed | Percentage of assets, Fixed fees |
| Christopher Ragain | Sentinel Wealth & Tax | Bonita Springs | Not listed | Ongoing planning fee |
| Christopher Reyes | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Christopher Troseth | The Watchman Group | Plano | CFP | Percentage of assets, Hourly |
| Christopher Williamson | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Clark Forward | Forward Financial | Houston | Not listed | Percentage of assets |
| Clark Jeffries | Jeffries Wealth | Marietta | Not listed | Flat fee or retainer, Ongoing planning fee |
| Claudia Valladares | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Clay Rogers | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Coby Sullivan | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Cole Deardorff | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| Collin Day | Farris Capital Management | Carrollton | Not listed | Percentage of assets |
| Collin Toal | RCS Financial Planning | Annapolis | Not listed | Percentage of assets, Hourly |
| Connie Biselx | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Connor Mykleby | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Connor Wright | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Constance Mitchell | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Craig Harvey Field | Alluvial Wealth Management | Matthews | Not listed | Percentage of assets, Fixed fees |
| Craig Rottman | Financial Strategies Group | Fargo | Not listed | Percentage of assets, Hourly |
| Dalin Jewett | Tanara Wealth Management | Lehi | Not listed | Percentage of assets, Hourly |
| Dana Lyon | Capital Wise Advisory | Wesley Chapel | Not listed | Percentage of assets |
| Dana Strickland | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Daniel Berg | B.E.S.T. Wealth Management | St. Louis | Not listed | Percentage of assets, Flat fee or retainer |
| Daniel De Mille | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Daniel Goldberg | Diversified Portfolios | Bloomfield Hills | CFA | Percentage of assets |
| Daniel Klein | Lockshield Partners | Glasgow | Not listed | Percentage of assets, Ongoing planning fee |
| Daniel Mavraides | Rebalance | Beverly Hills | Not listed | Percentage of assets |
| Daniel Vogelpohl | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Dante Sienko | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Darin Robinson | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| David Archibald | Colmina | Redmond | CFA | Percentage of assets, Hourly |
| David Berg | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| David Budinger | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| David Cust | Means Wealth Management | Sarasota | Not listed | Percentage of assets, Flat fee or retainer |
| David Doll | Sequent Asset Management | Houston | Not listed | Percentage of assets, Fixed fees |
| David Gourley | K-12 Planning | Kansas City | Not listed | Percentage of assets, Ongoing planning fee |
| David Klepeisz | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| David Luedecke | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| David Lyons | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| David Means | Means Wealth Management | Greenville | Not listed | Percentage of assets, Flat fee or retainer |
| David Peppard | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| David Rhee | Rhee + Company | Natick | CFP | Percentage of assets, Hourly |
| David Shelton | Harvard Avenue | Gilbert | Not listed | Percentage of assets |
| David Sinclair | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| David Tepp | Tepp Wealth Management | Westfield | PFS | Percentage of assets, Hourly |
| David Zale | Eagle Bay Family Office | New York | CFA | 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.