Firm
Mosaic Fi
Lincolnshire, Illinois
Fee-only
Mosaic Fi at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 5 employees and 253 individual clients, 158 of them high net worth.
- Its average account is about $446,000 (assets it manages divided by its 253 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Lincolnshire, Illinois |
|---|---|
| Website | mosaicfi.com |
| [email protected] | |
| Phone | (847) 371-5203 |
Mosaic Fi fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,200 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Our fees for financial planning start at $4,200." source
"Up to $1,000,000 1%" source
"Above $3,000,000 1% .75% .50%" source
"Up to $1,000,000 1%" source
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 · Fixed fees |
|---|---|
| Assets managed | $113 million |
| Individual clients | 95 |
| High-net-worth clients | 158 |
| Accounts managed | 253 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135876) |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 169670 |