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Michael Lance Hollis - Verified Fiduciary Advisor
Verified Fiduciary Advisor

Michael Lance Hollis

TapestryFP

Aurora, IL

Min $03 years of experience
About my services

I spent 15 years as an IT engineer before burnout made me ask what I actually wanted to do. The answer was helping families answer the question, "What's your WEALTH for?". I trained as a financial coach, spent three years apprenticing at a planning firm in the Chicago suburbs, earned my CFP®, and launched TapestryFP in 2026. My approach to planning grew out of my own experience. Early on I made the classic mistakes. I skipped the Roth IRA in college because I thought I couldn't afford it, and I gave up on investing after the dot-com bust because I didn't understand what I owned. Those taught me to start early, ask good questions, and never invest in something I can't explain. A positively pivotal change happened when my wife Tanya and I were tempted to refinance our house to pay for renovations. Instead, we went the other way, got serious about our finances, and paid off all our debt, eventually including the mortgage. That decision changed everything for us and opened the door to becoming a financial planner. When I went looking for an advisor myself, one told me he had 800 clients and asked me to pay 1% of our assets every year for as long as I stayed. Neither sat right with me. That's what I built TapestryFP to be: fewer client relationships, transparent flat fees, and deep financial and tax planning. I work with individuals and families ages 30 to 60, locally in Aurora, IL and virtually across the country. When I'm not working, I'm probably on a long bike ride.

Asset management

Discretionary

How Michael charges

Flat Fee / Retainer

$4,800-$14,400

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From the SEC record

Extracted from Michael’s Form ADV filing.

Total clients

0

Average account size

$0.00

Experience

3

3 years in the industry

Sourced from the SEC’s Investment Adviser Public Disclosure record.

Public Documents

FORM ADV

Form ADV

Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.

Verified fiduciary status

This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what is best for you.

Fiduciary verifiedNo commission productsMember since 09/26
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