# Financial advisors for tax planning in Memphis, Tennessee > For tax planning in Memphis, 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 Stacey Hyde of Envision Financial Planning, LLC, Tripp Yates of Eaglestrong Financial and Celia Brugge of Dogwood Financial Planning. Page: https://find.wellspent.co/specialties/tax-planning/tennessee/memphis/ 44 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in Memphis? For tax planning in Memphis, 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 Stacey Hyde of Envision Financial Planning, LLC, Tripp Yates of Eaglestrong Financial and Celia Brugge of Dogwood Financial Planning. - [Stacey Hyde](https://find.wellspent.co/advisors/stacey-hyde/), Envision Financial Planning, LLC, Memphis City. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. - [Tripp Yates](https://find.wellspent.co/advisors/tripp-yates/), Eaglestrong Financial, Memphis City. Holds the CPA and CFP. Fees on file: percentage of assets, fixed fees. - [Celia Brugge](https://find.wellspent.co/advisors/celia-brugge/), Dogwood Financial Planning, Memphis City. Holds the CFP. Fees on file: hourly, one-time planning fee. - [Christopher Flis](https://find.wellspent.co/advisors/christopher-flis/), Resilient Asset Management, Memphis City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Christopher Purcell](https://find.wellspent.co/advisors/christopher-purcell/), Kelman-Lazarov, Memphis City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Timothy Ellis](https://find.wellspent.co/advisors/timothy-ellis/), RBG Wealth Advisors, Memphis City. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Memphis work on tax planning? The Wellspent public graph lists 44 fee-only advisors for tax planning in Memphis, at 11 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for tax planning in Memphis charge? The most common fee among fee-only advisors for tax planning in Memphis is a percentage of assets, used by 98% of the 44 with fees on file. Many use more than one: 82% charge fixed fees and 64% charge by the hour. ## How much do fee-only financial advisors charge in Tennessee? Fee-only financial advisors in Tennessee charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 13 Tennessee firms. ## How much does a one-time financial plan cost in Tennessee? A one-time financial plan from a fee-only firm in Tennessee has a median price of $2,000. We found this across the published prices of 15 Tennessee firms. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the CPA and CFP. In Memphis, 57% of the 44 advisors listed hold the CFP. - CPA (5% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (57% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Memphis advisors for tax planning compare with the rest of the US? 82% of fee-only advisors for tax planning in Memphis 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. ## Does Tennessee have a state income tax? No. Tennessee has no state income tax, so federal tax drives most financial planning for residents. ## What should I ask a financial advisor about tax planning in Memphis? - 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? - If I've worked in other states, what could I still owe there? ## How current is this list of fee-only advisors for tax planning in Memphis? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Celia Brugge](https://find.wellspent.co/advisors/celia-brugge.md) | Dogwood Financial Planning | Memphis, Tennessee | CFP, MBA | Hourly, One-time planning fee | | [Tripp Yates](https://find.wellspent.co/advisors/tripp-yates.md) | Eaglestrong Financial | Memphis, Tennessee | CFP, CPA/PFS, CPA, PFS | Percentage of assets, Fixed fees | | [Stacey Hyde](https://find.wellspent.co/advisors/stacey-hyde.md) | Envision Financial Planning, LLC | Memphis, Tennessee | CFA, CFP, CPA | Percentage of assets, Hourly | | [Christopher Flis](https://find.wellspent.co/advisors/christopher-flis.md) | Resilient Asset Management | Memphis, Tennessee | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Celeste Pryor](https://find.wellspent.co/advisors/celeste-pryor.md) | Red Door Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [John Phillips](https://find.wellspent.co/advisors/john-phillips.md) | Red Door Wealth Management | Memphis, Tennessee | CFP, CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Peyton Klawinski](https://find.wellspent.co/advisors/peyton-klawinski.md) | Red Door Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [William Allen](https://find.wellspent.co/advisors/william-allen.md) | Red Door Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [April Lowery](https://find.wellspent.co/advisors/april-lowery.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Purcell](https://find.wellspent.co/advisors/christopher-purcell.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [David Scully](https://find.wellspent.co/advisors/david-scully.md) | Duncan Williams Asset Management | Memphis, Tennessee | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Eason](https://find.wellspent.co/advisors/jacob-eason.md) | Duncan Williams Asset Management | Memphis, Tennessee | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Samuels](https://find.wellspent.co/advisors/jacob-samuels.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [James Chaney](https://find.wellspent.co/advisors/james-chaney.md) | Duncan Williams Asset Management | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Gowen](https://find.wellspent.co/advisors/kyle-gowen.md) | Duncan Williams Asset Management | Memphis, Tennessee | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Lukas McCalla](https://find.wellspent.co/advisors/lukas-mccalla.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Martin Kelman](https://find.wellspent.co/advisors/martin-kelman.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick O'Hearn](https://find.wellspent.co/advisors/patrick-o-hearn.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Peyton Wade](https://find.wellspent.co/advisors/peyton-wade.md) | Duncan Williams Asset Management | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [William Steinberg](https://find.wellspent.co/advisors/william-steinberg.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Barthol](https://find.wellspent.co/advisors/brian-barthol.md) | William Howard & Co. Financial Advisors | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Gregory Davis](https://find.wellspent.co/advisors/gregory-davis.md) | RBG Wealth Advisors | Memphis, Tennessee | CFP | Percentage of assets | | [Heather Coulter](https://find.wellspent.co/advisors/heather-coulter.md) | William Howard & Co. Financial Advisors | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Ellis](https://find.wellspent.co/advisors/timothy-ellis.md) | RBG Wealth Advisors | Memphis, Tennessee | CFP, PFS | Percentage of assets | | [William Howard](https://find.wellspent.co/advisors/william-howard.md) | William Howard & Co. Financial Advisors | Memphis, Tennessee | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Andrew Buzan](https://find.wellspent.co/advisors/andrew-buzan.md) | Kelman-Lazarov | Memphis, Tennessee | CFA | Percentage of assets, Hourly, Fixed fees | | [Christopher Williamson](https://find.wellspent.co/advisors/christopher-williamson.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Connor Mykleby](https://find.wellspent.co/advisors/connor-mykleby.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Connor Wright](https://find.wellspent.co/advisors/connor-wright.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [John Giovannetti](https://find.wellspent.co/advisors/john-giovannetti.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Jonathan Stambaugh](https://find.wellspent.co/advisors/jonathan-stambaugh.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Matthew Fox](https://find.wellspent.co/advisors/matthew-fox.md) | Ithaca Wealth | Memphis, Tennessee | | Percentage of assets | | [William Hiatt](https://find.wellspent.co/advisors/william-hiatt.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Colby Ring](https://find.wellspent.co/advisors/colby-ring.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Edwin Bennett](https://find.wellspent.co/advisors/edwin-bennett.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Elsa Allmendinger](https://find.wellspent.co/advisors/elsa-allmendinger.md) | Kelman-Lazarov | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Jackson Greer](https://find.wellspent.co/advisors/jackson-greer.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [John Dabov](https://find.wellspent.co/advisors/john-dabov.md) | Kelman-Lazarov | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Robert Atkins](https://find.wellspent.co/advisors/robert-atkins.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Wesley Mims](https://find.wellspent.co/advisors/wesley-mims.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [William Hensley](https://find.wellspent.co/advisors/william-hensley.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Lisa Shive](https://find.wellspent.co/advisors/lisa-shive.md) | RBG Wealth Advisors | Memphis, Tennessee | | Percentage of assets | | [Matthew Sullivan](https://find.wellspent.co/advisors/matthew-sullivan-8235474.md) | RBG Wealth Advisors | Memphis, Tennessee | | Percentage of assets | | [Robert Lloyd](https://find.wellspent.co/advisors/robert-lloyd.md) | Revolution Partners | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | ## Related - [Estate planning in Memphis](https://find.wellspent.co/specialties/estate-planning/tennessee/memphis.md) - [Family wealth transfer in Memphis](https://find.wellspent.co/specialties/family-wealth-transfer/tennessee/memphis.md) - [Retirement planning in Memphis](https://find.wellspent.co/specialties/retirement-planning/tennessee/memphis.md) - [Founders in Memphis](https://find.wellspent.co/specialties/founders-pre-exit/tennessee/memphis.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).