Financial advisors for tax planning in Walnut Creek, California
Which financial advisor should I talk to about tax planning in Walnut Creek?
For tax planning in Walnut Creek, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Christopher Hughes of Burton Enright Welch, Ty Rollins of Ty Rollins, Inc. and Jon Henderson of Echo45 Advisors.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Christopher Hughes Burton Enright Welch, Walnut Creek City Holds the CFP. Fees on file: percentage of assets.
- Ty Rollins Ty Rollins, Inc., Walnut Creek City Holds the EA. Fees on file: subscription.
- Jon Henderson Echo45 Advisors, Walnut Creek City Holds the CFP. Fees on file: percentage of assets.
- David Sylvester CAVU Wealth Advisors, Walnut Creek City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Diane Bourdo Treehouse Wealth Advisors, Walnut Creek City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- David Lowery Lowery Thomas, Walnut Creek City Fees on file: percentage of assets.
How many fee-only financial advisors in Walnut Creek work on tax planning?
The Wellspent public graph lists 27 fee-only advisors for tax planning in Walnut Creek, at 7 firms. We counted every advisor record that lists this work, as of November 2026.
How do fee-only advisors for tax planning in Walnut Creek charge?
The most common fee among fee-only advisors for tax planning in Walnut Creek is a percentage of assets, used by 96% of the 27 with fees on file. Many use more than one: 26% charge fixed fees and 4% charge subscription.
How much do fee-only financial advisors charge in California?
Fee-only financial advisors in California charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 112 California firms.
How much does a one-time financial plan cost in California?
A one-time financial plan from a fee-only firm in California has a median price of $2,500. We found this across the published prices of 111 California firms.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the EA and CFP. In Walnut Creek, 37% of the 27 advisors listed hold the CFP.
- EA4% in Walnut Creek
- Enrolled agents are licensed by the IRS and focus on tax.
- CFP37% in Walnut Creek
- The CFP connects tax decisions to the rest of the plan.
How do Walnut Creek advisors for tax planning compare with the rest of the US?
26% of fee-only advisors for tax planning in Walnut Creek charge fixed fees, compared with 50% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Walnut Creek. Light bars are all US advisors for tax planning.
Does California tax income on top of federal tax?
Yes. California has a state income tax, so a financial plan for a California resident should project it alongside federal tax.
What should I ask a financial advisor about tax planning in Walnut Creek?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for California tax alongside federal tax?
How current is this list of fee-only advisors for tax planning in Walnut Creek?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jon Henderson | Echo45 Advisors | Walnut Creek | CFP | Percentage of assets |
| Ty Rollins A simple, low-maintenance Retirement Roadmap for individuals and couples near or in retirement, with personalized recommendations. | Ty Rollins, Inc. | Walnut Creek | MBA, EA | Subscription |
| Christopher Hughes | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| David Espineira | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Jeremy Welch | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Kelly Randall | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Robert Enright | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Alexis Olian | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Diane Bourdo | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Genecar Vivo | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| James Sutton | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Qiu | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Peter Burton | Burton Enright Welch | Walnut Creek | ChFC | Percentage of assets |
| Sean O'Brien | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Stacey Liu | Treehouse Wealth Advisors | Walnut Creek | CFP, ChFC | Percentage of assets, Fixed fees |
| David Sylvester | CAVU Wealth Advisors | Walnut Creek | CFP, CFA | Percentage of assets, Fixed fees |
| Stoyan Panayotov | Babylon Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| Alex Soderberg | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Annie Klopstock | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Benjamin Peters | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Eugene Binunsky | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Gerwin de Haan | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Sydney Kovacs | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| David Lowery | Lowery Thomas | Walnut Creek | Not listed | Percentage of assets |
| Andrew Skinner | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Christopher Ruane | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
Want a shorter list for tax planning?
Tell us what you need and we'll narrow Walnut Creek's 27 advisors to the few who fit.
Get matched in 2 minutes