Michael Hollis is a CFP-designated registered investment advisor at Tapestryfp, based in Aurora, IL, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
TapestryFP primarily charges flat annual fees for wealth management. Percentage-based portfolio management is used where a flat fee would be excessive, charged at a rate not to exceed 1.50% of the value of your portfolio per year. Fees are negotiable.
Fee Estimator
Location
Aurora, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tapestryfp
Previous Registrations
The Dala Group, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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