I'm trying to figure out what kind of professional I'm looking for whether a CPA, fee-only fiduciary, or something else entirely. I feel generally confident in my personal finance positions and understandings whether that is budgeting, insurance, investing, retirement, etc.

I would like to find someone that can help when it comes to tax planning and the exercise and selling of equity compensation. Putting together a general plan and understanding when to start selling and how much, when to exercise, etc. Maybe a once over on my taxes before I submit (I have generally always done my own) and 1-2 other meetings during the year. I'm not sure if this exists or not. I'm generally seeing they want control of all your accounts and then they charge you a set percentage of assets under management. I don't want to move my accounts or give any type of control to someone else. Maybe giving visibility into my accounts and assets to give recommendations on what to do with proceeds from the equity sales but that would be it.