Michael Bollinger
Bollinger Wealth Management · Plano, Texas
Michael Bollinger is a fee-only financial advisor at Bollinger Wealth Management in Plano, Texas, who holds the CFP credential. Bollinger Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Bollinger Wealth Management |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $15.4M across 53 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6904295 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Michael's firm compares
- Bollinger Wealth Management's average account is about $290,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Michael
Is Michael Bollinger a fee-only financial advisor?
Yes. Michael Bollinger is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.
How does Michael charge for financial advice?
Michael's firm, Bollinger Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Bollinger based?
Michael Bollinger is based in Plano, Texas.
What credentials does Michael Bollinger hold?
Michael Bollinger holds the CFP credential.
Is Michael Bollinger registered with the SEC?
Yes. Michael Bollinger is registered as an investment adviser representative in TX (CRD 6904295), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bollinger Wealth Management manage?
Bollinger Wealth Management reports $15.4M across 53 accounts in assets under management.
How do I contact Michael Bollinger?
Contact details aren't on file yet. Search for Bollinger Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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