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 |
|---|---|---|---|---|
| William March | Spring City Partners | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| William Mortimer | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| Xijian Zhang | Beacon Hill Wealth Management | Victoria | Not listed | Percentage of assets |
| Y Shih | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Zachary Sirota | IRON Financial | Cresskill | Not listed | Percentage of assets, Performance-based fees |
| Zachary Smith | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Zachery Price | TSN Wealth & Tax Management | Louisville | Not listed | Percentage of assets, Hourly |
| Zaineb Sohail | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Zane Kuhbacher | HighPoint CPAs | Laramie | Not listed | Percentage of assets |
| Zuzanna Kaczmarek | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Aaron Deitz | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Aaron Haase | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Abel Bonga | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Adam Croll | Crew Capital | Cincinnati | Not listed | Percentage of assets |
| Adam Daniels | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Adam Laibson | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Adam Mackall | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Adeeb Chowdhury | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Adrian Fernandez | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Adrian Kowal | Equity Financial Management | Denver | Not listed | Percentage of assets |
| Afzaal Abbas | The Mass Group | Dubai, United Arab Emirates | Not listed | Percentage of assets, Fixed fees |
| Alec Medlin | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| Alex Ierardi | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Alexander Hartzel | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Alexander Ingrim | Liberty Atlantic Advisors | Florence, Italy | Not listed | Percentage of assets, Hourly |
| Alexander Johnson | Holcombe Financial | Atlanta | Not listed | Percentage of assets, Hourly |
| Alexander Vetrano | Pugh Wealth Management | Knoxville | Not listed | Percentage of assets, Hourly |
| Alexia McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Alfred Matarazzo | Main Line Retirement Advisors | Whitefish | Not listed | Percentage of assets, Hourly |
| Ali Alsari | AWM Global Advisors | San Diego | Not listed | Percentage of assets |
| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Alon Ozer | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Althea Maravelas | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Amanda Earlywine | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Amanda Kelley | Plan2Thrive Financial Services | Eldridge | Not listed | Percentage of assets, Hourly |
| Andrea Broughton | WealthCrossing | Richmond | Not listed | Percentage of assets, Fixed fees |
| Andrea Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Andrew Canter | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Andrew Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Andrew Green | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Andrew Lemay | Note Advisors | Buffalo | Not listed | Percentage of assets, Hourly |
| Andrew McDirmid | Lodestone Wealth Management | Spokane | Not listed | Percentage of assets, Fixed fees |
| Andrew Nelson | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Andrew Picchietti | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Andrew Rexroat | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Andrew Skinner | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Andrew Urbanski | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Andrew Waymire | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Angela Pompian | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
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.