Mosaic FI LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mosaic FI LLC provides portfolio management, holistic financial planning, and small‑business pension consulting (including SIMPLE IRA, SEP IRA, and Individual 401(k) plans) to individuals, families, trusts, estates, and corporate clients, including high‑net‑worth households. Financial planning is included for portfolio management clients and is also offered as a stand‑alone service under fixed‑fee, ongoing, or hourly arrangements documented in written agreements.
The firm creates an Investment Policy Statement for each client and tailors asset allocation and model portfolios that primarily use mutual funds, ETFs, fixed income securities, and real estate funds, drawing on fundamental, technical, cyclical, quantitative analysis, and modern portfolio theory. Mosaic FI generally emphasizes long‑term portfolio management with regular monitoring and documented fiduciary allocation policies, while retaining the ability to employ short‑term trading and quantitative strategies when appropriate.
Distinctive features noted in the brochure include a recent transition to SEC registration and a formal succession agreement with Strategic Wealth Partners to support business continuity. The firm discloses supervised persons’ outside roles (including service as a co‑trustee of a private family foundation), and it uses AI tools to summarize client meeting notes for recordkeeping (with human review and no AI use for investment decisions); it also provides per‑participant SIMPLE IRA pricing and no minimums for stand‑alone planning engagements.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees starting at $4,200; common levels $4,200 - $6,500, $6,500 - $10,000, and $10,000+
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000+: 0.50%
$400 per hour for financial planning services
Ongoing financial planning fees range from 50% to 100% of the initial planning fee, billed quarterly
Account minimum: $1,000,000
Main office
475 Half Day Rd., Suite 100
Lincolnshire IL 60069
Advisors at this office
2
Most active in
California · Illinois · North Carolina · Texas
Also doing business as
Aronson, Jenifer A · Mosaic Fi LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jenifer A
CFA®
Lincolnshire, IL
Mosaic FI LLC
Jenifer Aronson is a CFA® charterholder with 12 years of industry experience. She has been with Mosaic FI LLC since 2013 and has been associated with the Mosaic FI brand since 2010. Mosaic FI LLC offers portfolio management, comprehensive financial planning, and small-business pension consulting to individuals, families, trusts, estates, and corporate clients, including high-net-worth households. The firm emphasizes long-term portfolio management supported by an Investment Policy Statement tailored to each client, utilizing a range of investment strategies and maintaining documented fiduciary allocation policies.
Tamra W
CFP®, Series 63
Lincolnshire, IL
Mosaic FI LLC
Tamra Wener is a CFP® with 16 years of industry experience, currently serving as an advisor at Mosaic FI LLC. She has previously worked with RW Financial Planning, LLC and Rivkin & Rivkin, LLC. In addition to her advisory work, she is an adjunct instructor at Northwestern University School of Professional Studies. Mosaic FI LLC provides portfolio management, holistic financial planning, and small-business pension consulting to individuals, families, trusts, estates, and corporate clients, including high-net-worth households. The firm creates customized Investment Policy Statements and employs a combination of fundamental, technical, cyclical, and quantitative analyses to manage long-term portfolios with flexibility for short-term strategies when appropriate.
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