Mosaic Wealth Consultants, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000

“Services are offered based on a flat fee of $4,000.”

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

How Mosaic Wealth Consultants, Inc. bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on each business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Electronic Payment via ACH SEMINARS AND WORKSHOPS Mosaic holds seminars and workshops to educate the public on different types of investments and the different services they offer.”

How Mosaic Wealth Consultants, Inc.’s fees compare

• Its flat or project fee of $4,000 is above the Tennessee median of $3,000. 61% of the 89 other Tennessee planners that publish a flat or project fee charge less.

About Mosaic Wealth Consultants, Inc.

• Principal: Stacy Barrom
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$3,231,962

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323422

Website

MOSAICWEALTHINC.COM (opens in new tab)

Phone

(901) 651-3151

Other planners in Tennessee that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Adkins Asset Management LLCCordova$250/hr
• Adventedge Financial, LLCApison$200/hr, $500
• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000
• Allied InvestmentsJohnson City$150/hr, Up to $2,500

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