Carey Kesner
Advisor at Mosaic Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mosaic Advisors
Location
Houston, TX 77046
Credentials
CFP®, Series 63
Industry experience
18 years
About
Carey Kesner is a CFP® professional with 18 years of industry experience, currently serving at Mosaic Advisors in Houston, TX. He has been with Mosaic Wealth Partners, LLC and Mosaic Advisors LLC since 2012. Kesner is an elected Board Director of Harris County Municipal Utilities District No. 290, a municipal utility district providing public services to his local community. Mosaic Advisors primarily serves entrepreneurial families and related entities, offering comprehensive planning, wealth administration, and portfolio management services. The firm employs a phased project-management approach and provides integrated reporting across liquid and illiquid assets to support informed investment decisions.
Expertise
Based on Mosaic Advisors
Business ownership considerations
Entity structure planning (LLC, S-Corp)
Business succession planning
Family Business
General estate planning guidance
Fee options
Fee-only: Flat quarterly retainer, typically starting at $100,000 per quarter initially, reducing to $75,000 per quarter after the initial phase, with a 5% annual cost-of-living adjustment thereafter.
Location
3773 Richmond Avenue, Suite 700
Houston, TX 77046
Most active in
Carey K has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Mosaic Wealth Partners, LLC
2012 - Present (14 years)
Mosaic Advisors LLC
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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