Tamra Wener is a CFP-designated registered investment advisor at Mosaic Fi LLC, based in Lincolnshire, IL, with 15 years of industry experience. Tamra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 244 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
475 Half Day Rd, Suite 100, Lincolnshire, IL, 60069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Tamra is a joint partner in Austin Ventures, LLC, a residential rental business, spending minimal time on financial due diligence, legal document review, and accounting. She is also the sole manager and owner, financial planner, and compliance officer of RW Financial Planning, and an adjunct instructor at Northwestern University, spending a few hours per week when class is in session.
Employment History
Current Registrations
Mosaic Fi LLC
Previous Registrations
Rw Financial Planning, LLC
Moller Financial Services
Renew Financial Consulting, INC.
State Registrations4 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.