Mighty Oak Strong America Investment Company fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$215⁠-⁠$475/hr

“Hourly fees range from $215 - $475.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mighty Oak Strong America Investment Company bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for clients with assets of $25,000,000 or more under management are negotiable.”
• “Each client will receive a quarterly invoice showing the amount of the fee, the value of the client's assets on which the fee was based and the specific manner in which the fee was calculated.”
• “Fees are invoiced in advance at the beginning of each quarter based upon the fair market value of the client's account at the end of the previous quarter.”

How Mighty Oak Strong America Investment Company’s fees compare

• Its hourly rate of $215-$475 spans the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Mechanicsburg that publish an hourly rate charge less.

About Mighty Oak Strong America Investment Company

• Firm size: 5 employees.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

175

Employees

5

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$398,367,653

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

123322

Website

investwithmosaic.com (opens in new tab)

Phone

(717) 790-9001

Can advise clients in 2 states: Pennsylvania, Texas

Other planners in Mechanicsburg that publish fees

• Avantra Family Wealth, Inc.Mechanicsburg$500⁠-⁠$5,000, $500⁠-⁠$5,000/yr
• Ifs GroupMechanicsburg$175⁠-⁠$250/hr
• Inclusive Wealth Financial Planning LLCMechanicsburg$250⁠-⁠$500/hr, $400⁠-⁠$600
• Lifeguide Financial Advisors, LLCMechanicsburg$4,800/yr
• Stout Wealth Advisory Group, LLCMechanicsburg$800⁠-⁠$5,000
• Zizzi InvestmentsMechanicsburg$250/hr, $2,000⁠-⁠$5,000

Compare all 8 planners in Mechanicsburg