MOSAIC WEALTH CONSULTANTS, INC.

Overview

Mosaic Wealth Consultants, Inc. is a small, independent registered investment adviser that focuses on individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and supplements advisory work with pension consulting and educational seminars. Mosaic also operates as an insurance broker, which suggests they integrate risk-transfer and insurance planning into broader client strategies. The firm charges clients via a mix of percentage-of-AUM and fixed fees, and it is structured as an individually owned corporation. Mosaic is not positioned as a multi-state or institutional allocator; its footprint is limited and client base is concentrated. Investment activity centers on equity exposure, with a stated preference for exchange-traded equities, alongside core mutual fund holdings and modest allocations to third-party real estate strategies.

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