A complete list of active advisors currently associated with Mosaic Wealth Consultants, Inc.
Warmer can help you find a great advisor at Mosaic Wealth Consultants, Inc. or one who fits your needs even better.
Mosaic Wealth Consultants serves individual investors as well as business owners and other entities, providing discretionary and non-discretionary asset management, comprehensive financial planning and consulting, and public seminars and workshops. The firm is a solo-advisor practice that manages roughly $3.23 million across a small client base and works with clients through documented goals and client-specific investment profiles. The firm’s investment work is built around client objectives, time horizons and risk tolerance and can employ fundamental and technical analysis, charting and modern portfolio theory to determine asset allocation, security selection and monitoring. Mosaic conducts periodic (quarterly) account reviews, implements both long- and short-term strategies as appropriate, and may trade under discretionary authority when authorized; it currently recommends Interactive Brokers for execution and custody. What is distinctive is that the principal combines advisory work with other financial activities: she operates as an independent insurance agent (spending approximately 30% of her time) and provides tax-preparation services (about 5% of her time), and the firm runs educational seminars—activities the brochure discloses can create conflicts of interest but are mitigated through disclosures and the firm’s fiduciary obligations. The firm is also relatively new (founded in 2022) and small in scale, and it documents retirement strategy and business-owner planning topics that may include pension-related considerations uncommon among many independent solo advisors.
To learn more about the advisors currently working at Mosaic Wealth Consultants, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Millington, TN
| 13
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)