Kristin Nicole Hurst-hebron

CFP

Mosaic Advisors

4 Years of Experience

View SEC Summary

Areas of Practice

Financial Planning & CoachingEstate PlanningTax PlanningInvestment ManagementHigh Net WorthBusiness Owners

Mosaic Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

61 clients

Average Client Portfolio

$8.2M average

Assets Under Management

$499.4M

Fee Structure

Financial Planning:Included in AUM fee

Location

3773 Richmond Avenue, Suite 700, Houston, TX, 77046

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Mosaic Advisors

October 2024 - Present · 1 yr 4 mos

Previous Registrations

Intrua Financial

September 2023 - June 2024 · 9 mos

LPL Financial LLCBroker

June 2023 - September 2024 · 1 yr 3 mos

Avantax Advisory Services

July 2021 - May 2023 · 1 yr 10 mos

Avantax Investment Services, INC.Broker

July 2021 - May 2023 · 1 yr 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.