Mighty Oak Strong America Investment Company at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFA.
- Its Form ADV reports 5 employees and 175 individual clients, 87 of them high net worth.
- Its average account is about $557,000 (assets it manages divided by its 715 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Mechanicsburg, Pennsylvania |
|---|---|
| Website | investwithmosaic.com |
| [email protected] | |
| Phone | (717) 790-9001 |
Questions about Mighty Oak Strong America Investment Company
How is Mighty Oak Strong America Investment Company paid?
Mighty Oak Strong America Investment Company's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Mighty Oak Strong America Investment Company have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Mighty Oak Strong America Investment Company, and 2 hold the CFA.
What is the average account at Mighty Oak Strong America Investment Company?
Mighty Oak Strong America Investment Company's average account is about $557,000. That's the assets on its Form ADV divided by its 715 accounts.
What does Mighty Oak Strong America Investment Company specialize in?
Mighty Oak Strong America Investment Company's advisors and website list physicians & residents, retirement planning, estate & legacy planning and tax planning.
Mighty Oak Strong America Investment Company fees
Mighty Oak Strong America Investment Company doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $398 million |
| Individual clients | 88 |
| High-net-worth clients | 87 |
| Accounts managed | 715 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-101544) |
| Financial planning | Offered |
| Form ADV filed | July 20, 2026 |
| SEC record | CRD 123322 |