The Mosaic Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$450/hr

“On an hourly basis of $150-$450 per hour depending on the nature of the service and the personnel involved.”

Flat or project fee

$1,250⁠-⁠$10,000

“On the 31st day after receiving the letter of termination this agreement will be terminated. 9|Page Financial Planning Fee We charge a fixed one-time fee typically ranging from $1,250-$10,000 depending on the scope and complexity of the client’s circumstances.”

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

How The Mosaic Financial Group, LLC bills

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

• “Clients have the option to debit investment advisory fees directly from their account or pay by check.”
• “For both Investment Advisory and Portfolio Monitoring Services, clients will be invoiced in advance of each calendar quarter.”
• “New accounts started at other than the beginning of a quarter will be billed from the date service began to bring them to a calendar quarter billing cycle.”

How The Mosaic Financial Group, LLC’s fees compare

• Its hourly rate of $150-$450 spans the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
• 25 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $1,250-$10,000 spans the Illinois median of $4,500. 64% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 26 of the 41 other planners in Chicago that publish a flat or project fee charge less.

About The Mosaic Financial Group, LLC

• Firm size: 27 employees.
• Registered as an adviser: 2000 (26 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

0.12% a year

Clients

130

Employees

27

Works with

High net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$948,721,875

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109816

Website

themosaicgroupllc.com (opens in new tab)

Phone

(312) 255-5490

Can advise clients in 2 states: Florida, Illinois

Other planners in Chicago that publish fees

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• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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