Mosaic Fi LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The current hourly rate for financial planning services is $400 per hour and the specific rate charged will be disclosed in the financial planning agreement in advance of providing any services.”

Flat or project fee

$4,200

“Fees to develop a comprehensive financial plan start at $4,200.”

Quarterly fee

$50⁠-⁠$125/qtr

“Thereafter, clients may terminate the Investment Advisory Contract with one day’s written notice. 9 Pension Consulting Services Fees For SIMPLE IRA plans, Mosaicfi charges a minimum of $50 per quarter per participant fee, and a maximum $125 per quarter per participant fee.”

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

How Mosaic Fi LLC bills

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

• “These fees are negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Invoices will typically be issued monthly or at the project's end.”
• “Financial planning fees are due upon receipt of invoice.”

How Mosaic Fi LLC’s fees compare

• Its hourly rate of $400 is above the Illinois median of $273. 80% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $4,200 is below the Illinois median of $4,500. 48% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Mosaic Fi LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2013 (13 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

253

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$112,808,698

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169670

Website

facebook.com/mosaic-fi-800491810065034 (opens in new tab)

Phone

(847) 371-5203

Can advise clients in 4 states: California, Illinois, North Carolina, Texas

Other planners in Illinois that publish fees

• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

Compare all 526 planners in Illinois