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 |
|---|---|---|---|---|
| Kenneth Blaschke | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Kenneth Krey | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Kerri Musgrove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Kevin Davidson | DW Financial | Anaheim | Not listed | Percentage of assets, Hourly |
| Kevin Laman | Lattice Wealth Advisors | Chattanooga | Not listed | Percentage of assets, Hourly |
| Kevin Lewis | Lewis Wealth Management | Carmel | Not listed | Percentage of assets |
| Kevin Myhre | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Kevin Phillips | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kevin Pizzotti | LTG Capital | Framingham | Not listed | Percentage of assets |
| Kevin Toler | Hill Island Financial | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Kimberly Camarda | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Kimberly Newsome | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Kortland Snowden | Castlepoint Wealth Advisors | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Kristin Gerdvil | Turner Wealth Advisory | Woodstock | ChFC | Percentage of assets, Hourly |
| Kristina Allardice | RED Seven Wealth Management | Laurel | Not listed | Percentage of assets, Fixed fees |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Kristofer Venezia | Eckman Wealth Management | Long Island City | Not listed | Percentage of assets, Fixed fees |
| Kristopher Wallick | Wallick Wealth Management | Perkasie | Not listed | Percentage of assets |
| Kyle Cipperley | Prairie View Wealth Partners | Sioux Falls | CFA | Percentage of assets |
| Kyle DeMers | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Kyle Reese | Sprout Capital Management | Austin | Not listed | Percentage of assets, Hourly |
| Lance Peters | Nautical Star Financial | Las Colinas | Not listed | Percentage of assets, Hourly |
| Lanny Rosenbaum | SIP Financial Services | Glenville | Not listed | Percentage of assets, Hourly |
| Lauren Bell | Trio Wealth Management® | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Lauren Kearl | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| Laurent Metzler | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Lee Clay | Regatta Capital Group | New Vernon | Not listed | Percentage of assets, Hourly |
| Leonard Brecken | Brecken Capital Advisors | Weddington | Not listed | Percentage of assets, Hourly |
| Leslie Garske | Traction Financial Partners | Littleton | Not listed | Percentage of assets, Hourly |
| Levi Turner | Turner Financial | Omaha | Not listed | Percentage of assets, Fixed fees |
| Lily Mossayi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Lindsay Wolf | asendo wealth | Warren | Not listed | Percentage of assets, Hourly |
| Lindsey Diranian | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lindsey Hadfield | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| Lisa Margulies | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Logan Bowers | SOW Advisors | Youngsville | Not listed | Percentage of assets, Hourly |
| Logan Colwell | Eckman Wealth Management | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Logan Stelzner | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Lori Powell | Elevage Partners | Reno | Not listed | Percentage of assets, Hourly |
| Lorie Scheibel | Scheibel Planning Solutions | Crownsville | Not listed | Ongoing planning fee |
| Lucas Franco | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Lucas Hodge | Monument Wealth Management | Alexandria | Not listed | Percentage of assets |
| Luke Leong | Wealthquest | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Luz Curiel | Kilter Group | Rhinebeck | Not listed | Percentage of assets, Fixed fees |
| Madison Hicks | Warburton Capital Management | Tulsa | Not listed | Percentage of assets |
| Marcus Rose | TSN Wealth & Tax Management | Blue Ash | Not listed | Percentage of assets, Hourly |
| Maria Bolanos Wong | Manchester Capital Management | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Maria Lavrentyeva | BDC Capital Management | Glen Allen | Not listed | Percentage of assets, Hourly |
| Mario Veneroso | Veneroso Wealth Management | Woodbury | Not listed | Percentage of assets, Hourly |
| Mark Blinderman | Walnut Investment Services | Brooklyn | 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.