Jon Slovisky is a CFP-designated registered investment advisor at Mosaic Advisors, based in Houston, TX, with 19 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 61 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mosaic Advisors primarily uses a flat retainer model. However, a small percentage of clients (less than 5%) pay a fee based on the value of their portfolio. These fees range from 0.20% to 1.00% annually, decreasing as the portfolio value increases. The fee is payable quarterly, either in arrears or in advance, and may be negotiable.
Location
3773 Richmond Avenue, Suite 700, Houston, TX, 77046
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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.
Learn about disclosures →Other Business Activities
Jon is the Treasurer for the Freeman High School Athletic Booster Club, a 501(c)(3) charity. He dedicates minimal time to this role, attending meetings, managing finances, and investing excess funds.
Employment History
Current Registrations
Mosaic Advisors
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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