Top advisors focused on cross-border / expatriate tax planning in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live or work across countries, or plan to move abroad, you need an advisor who understands how different tax systems interact. Without this expertise, you might face unexpected tax bills or miss out on benefits available to expats.
- Tax treaty navigation. Confirm how they handle agreements between countries that prevent double taxation and affect your filings.
- Foreign asset reporting. Ask how they help you comply with rules about declaring overseas accounts and investments.
- Currency and income timing. Check if they consider exchange rates and when income is recognized to optimize your tax position.
- Residency status impact. Understand how they assess your tax residency, which can change your obligations and opportunities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Anthony C
Series 65
Gilbert, AZ
Transition Financial Advisors Group, LLC
Anthony Caba specializes in cross-border and expatriate tax planning, supported by his firm's focus on U.S.–Canada transitions and outsourced tax services, which can help navigate complex international tax issues. His flat-fee structure and experience serving high-net-worth clients, combined with expertise in options and derivatives strategies, distinguish him from others by offering tailored financial planning with a focus on sophisticated investment approaches in Gilbert, AZ.
Experience: 1 year
Avg account: $2,001,901
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Alexander A
Series 63, Series 65
Westlake Village, CA
One Capital Management, LLC
Alexander Acevedo specializes in cross-border and expatriate tax planning, offering flat-fee wealth management planning starting at $4,000 and hourly advisory consulting at $500, which may suit clients seeking transparent fees. Based in Westlake Village, CA, he is part of One Capital Management, a firm managing $7 billion with a globally balanced investment approach, providing access to a multi-advisor team and diverse client services beyond tax planning.
Experience: 0 years
Avg account: $1,539,379
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Domonic M
Series 65
Jersey City, NJ
Hoxton Wealth
Domonic Mustafa specializes in cross-border and expatriate tax planning, particularly for expats with international pension assets such as UK pensions, making him well-suited for clients navigating complex tax treaty and foreign asset reporting issues. Operating from Jersey City, NJ, he offers flat-fee financial planning and works independently within Hoxton Wealth's network model, which manages $470 million in assets with a focus on pension transfer and SIPP advisory services.
Experience: 0 years
Avg account: $583,106
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Mark W
Series 63, Series 65
Houston, TX
Branson Fowkes Russell Inc
Mark Wilson specializes in cross-border and expatriate tax planning, leveraging 24 years of experience and expertise in private investments and wealth management to navigate complex international tax issues. Based in Houston, TX, he operates independently at Branson Fowkes Russell Inc, which manages $407 million with a focus on strategic asset allocation, serving high-net-worth clients with a 1% annual AUM fee, distinguishing him from advisors with different fee structures or client focuses.
Experience: 24 years
Avg account: $1,619,079
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Daniel M
Series 66
San Antonio, TX
Merrill
Daniel Molina specializes in cross-border and expatriate tax planning, leveraging 17 years of experience and expertise in international wealth management and tax minimization. Based in San Antonio, TX, he works with mid-career professionals and high earners at Merrill, a large firm, offering a 1.10% AUM fee for managed strategies under $2 million, and brings bilingual fluency in English and Spanish to serve diverse clients effectively.
Experience: 17 years
Avg account: $860,085
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