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 |
|---|---|---|---|---|
| Clarke Holt | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Clinton Carpenter | Eckman Wealth Management | Seattle | Not listed | Percentage of assets, Fixed fees |
| Colby Ring | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Cole Kliphouse | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Cole McClarren | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Cole McClellan | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Colleen Nesslar | Pendulum Partners | Itasca | Not listed | Percentage of assets, Fixed fees |
| Cooper Segars | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Corey Oliver | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Cortnie Rodriguez | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cory Lyon | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Craig Jensen | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Craig Johnston | Fiduciary Counsel | Englewood | Not listed | Percentage of assets, Hourly |
| Craig Jordan | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Craig Silberg | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Cynthia Rozelle | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Dale Phillips | Fortitude Family Office | Scottsdale | CFA | Percentage of assets, Hourly |
| Dalion Welch | Duncan Wealth Management | Madison | Not listed | Ongoing planning fee |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Daniel Bloemers | Hill Island Financial | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Daniel Ebert | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Daniel Garwood | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| Daniel Johnson | Windfall Advisors | Santa Monica | Not listed | Percentage of assets, Hourly |
| Daniel Mauser | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Daniel Rosales | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Daniel Rowe | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Daniel Shainberg | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Daniel Sinton | Rational Investment Management | Mill Valley | Not listed | Percentage of assets |
| Daniel Smith | FreeMind Financial Advisory | Shirley | Not listed | Percentage of assets |
| Daniel Stuckey | Geometric Advisors | Merion Station | Not listed | Percentage of assets |
| Daniel Venable | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Danijel Romic | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Daren Shavell | Calder Financial Group | Ada | CFA | One-time planning fee |
| Daric Olson | PCM Encore | Denver | Not listed | Percentage of assets, Fixed fees |
| Daryl Eckman | Eckman Wealth Management | Phoenix | Not listed | Percentage of assets, Fixed fees |
| David Belding | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| David Blair | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| David Boothe | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| David Brandt | Harris Wealth Management | Twin Falls | Not listed | Percentage of assets, Hourly |
| David Butler | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| David Ellis | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| David Lowery | Lowery Thomas | Walnut Creek | Not listed | Percentage of assets |
| David Peterson | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| David Sleeter | Ruggaard & Associates | Hudson | CFA | Percentage of assets, Performance-based fees |
| David Stuyck | Tanglewood Legacy Advisors | Houston | Not listed | Percentage of assets, Hourly |
| David Swift | Second 50 Financial | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| David Trejo | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| David Tsikman | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| David White | Attleboro Wealth Management | Yardley | CFA | Percentage of assets, Fixed fees |
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.