Top general tax planning financial advisors
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.
You might seek a general tax planning advisor when your financial situation involves multiple income sources, investments, or life changes that affect your tax bill. Without a broad view, it's easy to miss how different tax rules interact, leading to unexpected liabilities or missed savings.
- Comprehensive tax knowledge. Look for advisors who understand how federal, state, and local taxes combine to affect your overall tax picture.
- Integration with financial goals. Ask how they align tax planning with your retirement, investment, and cash flow strategies.
- Proactive tax updates. Confirm they stay current on tax law changes and adjust your plan accordingly, not just react at tax time.
- Coordination with other professionals. Check how they work with your accountant, attorney, or financial planner to ensure consistent advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cassandra S
Series 63, Series 65
Plano, TX
Financial & Tax Architects, LLC
Cassandra Sanchez specializes in general tax planning with a focus on retirement income strategy and Social Security optimization, making her well-suited for clients managing tax implications in retirement. Operating from Plano, TX, she offers flat-fee services through Financial & Tax Architects, LLC, which emphasizes discretionary portfolio management and proprietary wealth strategies, distinguishing her approach from advisors who may rely solely on traditional investment methods.
Experience: 7 years
Avg account: $239,584
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Thaddeus P
CFP®, Series 63, Series 65
Grand Rapids, MI
Advance Wealth Management Service, LLC
Thaddeus Phelps specializes in general tax planning with 28 years of experience and holds CFP® certification, making him well-equipped to handle complex tax situations involving multiple income sources and investments. Based in Grand Rapids, MI, he offers flat-fee and hourly pricing options and integrates tax planning with investment strategies through his firm, Advance Wealth Management Service, LLC, which serves high-net-worth clients and emphasizes individualized asset allocation and risk management.
Experience: 29 years
Avg account: $463,417
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Paul K
CFP®, Series 65
Zimmerman, MN
Longview Financial, Inc.
Paul Kinneberg specializes in general tax planning with 24 years of experience and holds CFP® and Series 65 designations, making him well-equipped to handle complex tax situations. His firm, Longview Financial, Inc., offers flat-fee financial planning and tax preparation services, focusing on personalized, fee-only advice and a strategic asset allocation approach, which may appeal to clients seeking individualized, non-discretionary investment management in Zimmerman, MN.
Experience: 25 years
Avg account: $1,170,807
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Terry T
Series 65
Colorado Springs, CO
Replica Wealth Advisors Inc
Terry Thomason specializes in general tax planning with 11 years of experience and a Series 65 designation, offering expertise in income planning, Social Security optimization, and Roth conversion strategies. Operating from an independent firm in Colorado Springs, he provides non-discretionary financial planning and access to third-party investment management, differentiating himself by integrating insurance solutions and educational seminars alongside tax-focused advice.
Experience: 12 years
Avg account: $125,031
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Deon B
Series 63, Series 66
Las Vegas, NV
Private Wealth Management LLC
Deon Blaney specializes in general tax planning and wealth management, making him well-equipped to handle complex tax situations involving multiple income sources and investments. Based in Las Vegas, NV, he offers flat-fee and hourly pricing, serves high-net-worth clients, and brings 25 years of experience with a focus on discretionary portfolio management using fundamental analysis and tailored investment strategies.
Experience: 25 years
Avg account: $10,519,387
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