Michael Hollars
Client First Finance · Sunnyvale, California
Michael Hollars is a fee-only financial advisor at Client First Finance in Sunnyvale, California, who holds the CFP credential. Client First Finance reports charging hourly fees on its Form ADV.
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Facts
| Firm | Client First Finance |
|---|---|
| Based in | Sunnyvale, California |
| Fee model (firm's Form ADV) | Hourly |
| Accepting new clients | Not currently |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4964058 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.clientfirstfinance.com |
| Profile |
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Questions about Michael
Is Michael Hollars a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Client First Finance reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Client First Finance, reports charging hourly fees on its SEC Form ADV.
Where is Michael Hollars based?
Michael Hollars is based in Sunnyvale, California.
What credentials does Michael Hollars hold?
Michael Hollars holds the CFP credential.
Is Michael Hollars registered with the SEC?
Yes. Michael Hollars is registered as an investment adviser representative in CA (CRD 4964058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Michael Hollars?
Through Michael's website, www.clientfirstfinance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Client First Finance website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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