Mozaic, LLC fees and pricing

Financial planner in Beverly Hills, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, Mozaic, LLC charges $750 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $750/hr; “Mozaic's basic fee for corporate finance advisory services is $750 per hour plus reimbursement for travel and incidental expenses.”

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

“Clients may terminate their Wealth Management Agreement without penalty (and receive a full refund) within five business days of signing their agreement.”

Its hourly rate of $750 is above the California median of $300. 97% of the 932 other California planners that publish an hourly rate charge less.
2 of the 4 other planners in Beverly Hills that publish an hourly rate charge less.

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: 0.75% a year
Clients: 86
Employees: 14
Works with: High net worth individuals and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $3,644,339,186
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 145777
Website: mozaic-llc.com (opens in new tab)
Phone: (310) 247-9657

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