Top advisors focused on roth conversion strategy 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.
You might consider a Roth conversion strategy if you expect your tax rate to rise in retirement or want to manage taxable income carefully. A common mistake is treating conversions as a quick tax fix rather than a long-term plan that balances current and future tax impacts.
- Long-term tax planning. Look for advisors who frame conversions over multiple years, considering how future income and tax brackets will affect your decisions.
- Coordination with tax professionals. Confirm how they collaborate with your CPA or tax preparer to handle state taxes and Medicare premium thresholds.
- Account prioritization. Ask which accounts they recommend converting from first and why, ensuring the strategy aligns with your overall withdrawal plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ryan W
Series 63, Series 66
Canonsburg, PA
Wyze Wealth Advisors, LLC
Ryan Wyatt specializes in Roth conversion strategy, making him well-suited to help manage long-term tax impacts and coordinate with tax professionals for effective retirement income planning. His firm, Wyze Wealth Advisors, serves high-net-worth clients with an evidence-based investment approach emphasizing diversification, tax efficiency, and private-market allocations, differentiating him from advisors with more conventional strategies or broader client bases.
Experience: 9 years
Avg account: $1,895,297
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Charles P
CFP®, Series 63, Series 65
San Rafael, CA
WealthSpire Advisors
Charles Pyfer III specializes in Roth conversion strategy, retirement income, and Social Security optimization, making him well-equipped to guide long-term tax planning and account prioritization. Based in San Rafael, CA, he offers flat-fee services through Wealthspire Advisors, a large firm known for its diversified, institutional-style asset allocation and comprehensive portfolio management, catering primarily to high-net-worth clients and mid-career professionals.
Experience: 19 years
Avg account: $3,410,246
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Terry T
Series 65
Colorado Springs, CO
Replica Wealth Advisors Inc
Terry Thomason specializes in Roth conversion strategy with 11 years of experience and a Series 65 designation, offering expertise in income planning, Social Security optimization, and general tax planning. Based in Colorado Springs, he leads Replica Wealth Advisors, an independent firm that emphasizes non-discretionary client relationships and provides access to third-party investment management, differentiating his approach from advisors who manage portfolios directly.
Experience: 11 years
Avg account: $125,000
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Charleen M
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Charleen Maune specializes in Roth conversion strategy, retirement income, and Social Security optimization, making her well-suited for managing long-term tax planning and income strategies. Operating independently at Foguth Wealth Management in Brighton, MI, she offers a fee structure ranging from 0.50% to 2.00% annually and employs model portfolios with ETFs and custom direct-indexing, providing a blend of analytical approaches and tax-loss harvesting that may differ from other advisors.
Experience: 4 years
Avg account: $365,271
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Jason H
Series 65
Henderson, NV
Ensourceful, Inc.
Jason Holloway specializes in Roth conversion strategy and general retirement planning, offering tailored advice with a consultative approach that emphasizes scenario-based portfolio strategies. Based in Henderson, NV, he operates independently with a negotiable hourly fee up to $150, providing personalized service that balances tax considerations and long-term planning, distinguishing him from advisors with more traditional or fixed fee structures.
Experience: 1 year
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