Advisor at Mosaic Advisors
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Firm
Mosaic Advisors
Location
Houston, TX 77046
Credentials
CFP®, Series 65
Industry experience
3 years
Keaton Dockery Yanker is a CFP® and Series 65-registered financial advisor with Mosaic Advisors in Houston, TX, where he has worked since 2021. He has three years of industry experience, including roles at Tiny's No. 5, Amazon.com, and Chubbies. Prior to his advisory career, he also worked in various positions including at the University of Houston and Alamo Draft House Cinema. Mosaic Advisors serves entrepreneurial families and a range of clients including individuals, trusts, estates, family offices, and charitable organizations. The firm uses a phased project-management approach and offers comprehensive wealth planning, portfolio oversight, and integrated reporting that includes both liquid and illiquid assets.
Based on Mosaic Advisors
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.
3773 Richmond Avenue, Suite 700
Houston, TX 77046
Texas
Mosaic Advisors
2021 - Present (5 years)
Tiny's No. 5
2020 - 2022 (2 years)
Amazon.com
2019 - 2019 (1 year)
Chubbies
2019 - 2019 (1 year)
University of Houston
2018 - 2022 (4 years)
Alamo Draft House Cinema
2018 - 2018 (1 year)
Cinco Ranch High School
2014 - 2018 (4 years)
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