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 |
|---|---|---|---|---|
| Keaton Schnell | Schnell Financial Group | Sedalia | Not listed | Percentage of assets, Hourly |
| Kelly Snider | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kelsey Sullivan | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Kenneth Gillespie | Hermosa Wealth Management | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Kenneth Littrell | Equity Advisors of Kentucky | Lexington | Not listed | Percentage of assets |
| Kerry Pennington | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Kevin Deans | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Kevin Dodgson | Shetland Financial | Center Valley | CFA | Flat fee or retainer |
| Kevin Hoyle | Kaiyo Wealth | Couer D Alene | Not listed | Percentage of assets |
| Kevin Lindley | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kevin Londergan | BayRock Financial | Friendswood | Not listed | Percentage of assets, Hourly |
| Kevin McCutcheon | BlueDoor Private Wealth | Beverly | CFA | Percentage of assets, Hourly |
| Kevin Painter | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Kevin Pummill | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Kevin Schwall | Tillman Hartley | Denver | CFA | Percentage of assets, Fixed fees |
| Khristopher Torres | RiversEdge Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Kim Nordmo | Artience Capital | Gardnerville | Not listed | Percentage of assets, Hourly |
| Kimberly Ball | Ball Wealth Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Kimberly Overby | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Kloe' Schnell | Schnell Financial Group | Sedalia | Not listed | Percentage of assets, Hourly |
| Kraishylea Agboaye | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kristine Pattison | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Kurt Gunter | Lake Hills Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| Kyle Abrahamovich | Poulos Advisors | South Burlington | Not listed | Percentage of assets, Hourly |
| Kyle Long | Long Planning | Geneva | Not listed | Percentage of assets |
| Kyle Neese | Sunpointe Investments | St. Louis | CFA | Percentage of assets, Fixed fees |
| Kyle Roney | Troika Capital Advisors | Athens | Not listed | Percentage of assets |
| Laura Brown | Addington Financial Group | Cypress Springs Village | Not listed | Percentage of assets |
| Laura Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Laura Rockas | Mersereau, Lazenby & Rockas | Suwanee | CFP | Percentage of assets, Hourly |
| Laura Schenkel | VaMa Oak Wealth | Atkinson | CFP | Percentage of assets, Fixed fees |
| Lauren Desmarteaux | Preserve Private Wealth | Port St. Lucie | Not listed | Percentage of assets, Fixed fees |
| Lauren Simpson | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Lauren Truer | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Lawrence Derany | Smarter Bear Financial Advisors | Swampscott | CFP | Percentage of assets, Hourly |
| Lawrence Kiely | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Lee Jones | Tangent Retirement | Irvine | Not listed | Percentage of assets, Flat fee or retainer |
| Lily Evans | Evans Wealth Management | Duluth | Not listed | Percentage of assets, Hourly |
| Linda Yu | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Lindsay La Fleur | LL Financial Services | Ossining | Not listed | Percentage of assets, Hourly |
| Lindsay Shetterly | Glassman Wealth | Vienna | Not listed | Percentage of assets, Fixed fees |
| Liran Amir | SKP Wealth | Glendale | Not listed | Percentage of assets, Hourly |
| Lisa Clements | Clear Springs Wealth | Bucyrus | Not listed | One-time planning fee, Ongoing planning fee |
| Lisa Schaefer | KFA Private Wealth Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Lisa Stroud | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Logan Pettus | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Lois Crichton | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Lori Hannemann | Clear Ridge Wealth Management | Kalamazoo | Not listed | Percentage of assets |
| Lucas Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
Guides
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.