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 |
|---|---|---|---|---|
| Bhagwati Sangani | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Blake Chrisman | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Blake Farmer | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Blake Welch | Arete Financial and Legal Solutions | Goodyear | Not listed | Percentage of assets, Hourly |
| Bogdan Niciu | 4-C Wealth | Creve Coeur | Not listed | Percentage of assets, Fixed fees |
| Bonnie Courtney | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Bradford Yeakle | MY Wealth Management | Germantown | ChFC | Percentage of assets, Hourly |
| Bradley Ortego | SOW Advisors | Youngsville | Not listed | Percentage of assets, Hourly |
| Brailyn Robertson | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Brandon Baker | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Brandon Sullivan | Spring Street Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Brenda Lammers | Altus Wealth Group | Colorado Springs | Not listed | Percentage of assets, Fixed fees |
| Brendan King | Wavvest | Chicago | Not listed | Percentage of assets |
| Bret Breibeck | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Brian Quintana Guzman | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Brian Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Bridgette Hodge | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Bruce Beckett | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Bryan Courchesne | DAiM | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Bryan Kocen | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Bryce Anderson | Intermountain Wealth Management | Idaho Falls | Not listed | Percentage of assets |
| Caleb Rich | PracticeCFO | Swansboro | Not listed | Percentage of assets, Fixed fees |
| Cameron Clemens | Grand Wealth Management | Grand Rapids | Not listed | Ongoing planning fee |
| Cameron Simonds | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Cameron Smith | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Cathleen Phelps | Monument Wealth Management | Alexandria | Not listed | Percentage of assets |
| Chad Burger | Reserve Wealth Planning | Omaha | Not listed | Percentage of assets |
| Chad Seegers | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Chad Young | Young Financial Planning | Lafayette | Not listed | Flat fee or retainer, Percentage of assets |
| Charles Copeland | Elevage Partners | Marsing | Not listed | Percentage of assets, Hourly |
| Charles Hruby | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Charles Kimmel | Councilor | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Charles Powell | Powell Wealth | Cornelius | Not listed | Percentage of assets, Hourly |
| Charlotte Bell | Trio Wealth Management® | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Chase Guerrette | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Chloe Silva | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Christine Book | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Christine Clinton-Catlin | Bluestone Wealth Management | Keene | Not listed | Percentage of assets |
| Christine Fusare | Kickstand Wealth Advisors | Pittsford | Not listed | Percentage of assets |
| Christopher Baum | Coastal Capital Advisors | Irvine | CFA | Percentage of assets, Fixed fees |
| Christopher Baxter | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Christopher Campisano | Attessa Capital | Tucson | CFA | Percentage of assets |
| Christopher Conmy | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Christopher Jones | Sparrow Wealth Management | Orlando | Not listed | Percentage of assets, Ongoing planning fee |
| Christopher McIntosh | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Christopher Moore | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Christopher Stooksbury | Beacon Hill Wealth Management | Victoria | Not listed | Percentage of assets |
| Christopher Tate | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Christopher Vasquez | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Christopher Williams | Capital Fiduciary Advisors | Ashburn | 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.