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 |
|---|---|---|---|---|
| James Carr | Keystone Global Partners | Denver | Not listed | Percentage of assets |
| James Curran | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| James Lawson | Heritage Financial Network | Concord | Not listed | Percentage of assets, Hourly |
| James Potter | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| James Tarkenton | Townsend Asset Management | Raleigh | CFA | Percentage of assets, Hourly |
| James Vitiello | Fifth Avenue Wealth Advisors | New York | Not listed | Percentage of assets |
| Jared Quereau | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Jason Abruzere | Weyhill Investment Counsel | Bethlehem | Not listed | Hourly, One-time planning fee |
| Jason Blumstein | Julius Wealth Advisors | Englewood Cliffs | CFA | Percentage of assets, Fixed fees |
| Jason Bruxvoort | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Jason Gragg | Gragg Financial | Shelby | PFS | Percentage of assets, Hourly |
| Jason Kooyer | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Jason Lunsford | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Jason Strough | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Jason Vavra | VCM Wealth | Collegeville | PFS | Percentage of assets, Hourly |
| Jaycee Carroll | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Jeff Poole | Wealth Analytics | San Clemente | Not listed | Percentage of assets, Hourly |
| Jeffery Margolf | Tangent Financial | Honolulu | CFA | Percentage of assets, Hourly |
| Jeffrey Augspurger | Strong Retirement Solutions | Bloomington | Not listed | Percentage of assets, Hourly |
| Jeffrey Borman | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Jeffrey Conway | Conway Partners | Incline Village | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Kaczmarczyk | TriState Wealth Advisors | Newark | CFA | Percentage of assets, Ongoing planning fee |
| Jeffrey Lehmann | Ballast | Lexington | Not listed | Percentage of assets, Hourly |
| Jeffrey Martin | RPO Wealth Partners | Charlotte | Not listed | Fixed fees |
| Jeffrey Nowell | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Jeffrey Shiffra | ARQ Wealth Advisors | Scottsdale | CFA | Percentage of assets, Fixed fees |
| Jeffrey St. Claire | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Jennifer Berdell | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| Jennifer McElderry | Paller Financial Services | Centennial | Not listed | Percentage of assets, Hourly |
| Jered Skousen | Harvard Avenue | Gilbert | Not listed | Percentage of assets |
| Jeremiah Harston | Lockshield Partners | Glasgow | Not listed | Percentage of assets, Ongoing planning fee |
| Jeremy Ander | Urban Financial Advisory | Chicago | CFP | One-time planning fee |
| Jeremy Bardin | Elevate Capital | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Jerry Linebaugh | Prostatis Group | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Jessica Champion | Jessica Champion Investment Services | Chittenango | Not listed | Percentage of assets |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Jiaxuan Zhuang | MZ Capital | Bethesda | Not listed | Percentage of assets, Hourly |
| Jill Schum | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Joel Petersen | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| John Bell | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Bowers | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| John Campbell | Namesake Group | Rochester | CFP | Percentage of assets, Hourly |
| John Dudley | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| John Dunham | Focused Capital Investment | Irvine | Not listed | Percentage of assets, Fixed fees |
| John Dwyer | Sunpointe Investments | Clayton | CFA | Percentage of assets, Fixed fees |
| John Giovannetti | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| John Harper | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| John Jones | Vandalia Wealth | Charleston | 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.