Michael Lance Hollis
Advisor at TapestryFP — Aurora, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
3 years
Location
Aurora, IL
I'm a CFP and flat fee-only financial planner in Aurora, IL. I specialize in helping families answer financial questions that keep them up at night including:
• What do I do to avoid tax surprises again this year and pay as little as possible? • How can I get my spouse on board and involved in our family finances? • If something unexpected happens, will our family be OK? • Are our investments the right fit for us? • How do I create something resembling a paycheck in retirement? • Can I leave this life-sucking job while maintaining my family’s financial stability?My typical clients share many of these characteristics:
✓ Are between the ages of 30 and 60 ✓ Earn a household income of $200,000 or more ✓ Are married or preparing for marriage ✓ Have combined or are seeking to combine their finances ✓ Want to journey toward or are already living a debt-free life ✓ Have kids at any age and stage, or are planning for them ✓ Hold only U.S. citizenship and own no foreign assets ✓ Have no unresolved complex income tax issues ✓ Want to exit or do not own complex, private, & illiquid investmentsIf you are seeking clarity and confidence in making these and other important financial decisions and you live in the Chicagoland or across the country, let’s chat for 30 minutes.
When I'm not deep in a client's financial plan, you'll find me on a long bike ride listening to encouraging music, sparking new ideas and fresh vision, sitting at a summer travel league baseball game cheering on the guys, or enjoying a night out with my wife and two boys here in Aurora.
Based on TapestryFP
$4,800 - $14,400/yr
$350/hr
Aurora, IL
Aurora IL
Advisors at this office
1
Illinois
3 years of industry experience
TapestryFP LLC
2025 - Present • 1 year
Aurora, IL
The Dala Group, LLC
2023 - 2026 • 3 years
Hoffman Estates, IL
Old Second National Bank
2013 - 2023 • 10 years
Aurora, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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