Tamra Wener
Mosaic Fi · Lincolnshire, Illinois
Tamra Wener is a fee-only financial advisor at Mosaic Fi in Lincolnshire, Illinois, who holds the CFP credential. Tamra charges a percentage of assets and a one-time planning fee (one-time plans from $4,200 and 1% a year on the first tier of assets managed) and focuses on retirement planning and divorce financial planning.
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Specialties
Facts
| Firm | Mosaic Fi |
|---|---|
| Based in | Lincolnshire, Illinois |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $4,200 · 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $112.8M across 253 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, IL, NC, TX · CRD 2286725 |
| Exams passed | Series 63 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | mosaicfi.com |
| Profile |
How Tamra's firm compares
- A one-time plan starts at $4,200, above the Illinois median of $2,625 for fee-only firms that publish prices.
- Mosaic Fi's average account is about $446,000, from its Form ADV (assets managed divided by 253 accounts).
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Questions about Tamra
Is Tamra Wener a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tamra holds no broker registration, and Mosaic Fi reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tamra charge for financial advice?
Tamra charges a percentage of assets and a one-time planning fee.
How much does Tamra charge?
According to Mosaic Fi's website, checked October 30, 2026: one-time plans from $4,200; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Tamra Wener based?
Tamra Wener is based in Lincolnshire, Illinois.
What does Tamra specialize in?
Tamra's specialties include retirement planning and divorce financial planning.
What credentials does Tamra Wener hold?
Tamra Wener holds the CFP credential.
Is Tamra Wener registered with the SEC?
Yes. Tamra Wener is registered as an investment adviser representative in CA, IL, NC and TX (CRD 2286725), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mosaic Fi manage?
Mosaic Fi reports $112.8M across 253 accounts in assets under management.
How do I contact Tamra Wener?
Through Tamra's website, mosaicfi.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
- Mosaic Fi 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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