Financial Advisor Success Ep 475: Adding Deeper Tax Planning Capabilities (And Generating More Google Reviews In The Process) To Grow To $600M Of AUM with Erik Brenner
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Feb 3, 2026 Erik Brenner, CEO of Hilltop Wealth and Tax Solutions who oversees about $600M AUM, shares how he built an integrated tax and wealth model. He explains running a separate profitable tax business, a three-tier tax offering, and using dinner seminars to drive nearly half of new clients. He also covers tools, outsourcing complex tax work, and a system for generating more Google reviews.
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Bundle Tax Into An Elite Tier
- Bundle tax planning into an elevated advisory tier and set AUM fees to cover the in-house tax cost.
- Offer credits for very complex returns rather than absorbing full prep costs.
Set Realistic Tax Margins
- Expect lower margins for tax services; target 15–20% as a strong benchmark.
- Run separate P&Ls and accept tax is inherently lower-margin than wealth management.
Use Returns + Holista For Planning
- Start tax planning by collecting client returns and run scenarios in Holista Plan before bringing tax pros in.
- Use the advisory team to model scenarios, then have tax/accounting validate and operationalize them.
