Craig Mohr
Craig Mohr is a registered investment advisor at Osaic Wealth, INC., based in Fredericksburg, VA, with 39 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Fredericksburg, VA
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Regulatory History (1)
Judgment / Lien
February 2026Other Business ActivitiesSells Insurance
Craig works as an RIA Representative for Securities America Advisory, spending about a quarter of his time establishing and maintaining advisory accounts. Craig also owns Financial Architects of Virginia, Inc., where he works as an agent selling life, disability, and long-term care insurance, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Genworth Financial Brokerage ServicesBroker
Capital Brokerage CorporationBroker
Forth Financial Securities, CorporationBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.