Michael Dee
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.
About
Michael Dee is a CFA® charterholder with four years of industry experience. He is currently with Mosaic Advisors and previously worked as an independent consultant and at Clear Prosperity, L.L.C., as well as Timmons Advisors LLC. Mosaic Advisors primarily serves entrepreneurial families and various private clients, offering comprehensive wealth management through a phased project-management approach. The firm provides consolidated reporting that integrates liquid and illiquid assets and delivers portfolio management across multiple investment types, coordinating tax, legal, accounting, and insurance specialists to maintain complex family plans.
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
Michael D has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Mosaic Advisors
2025 - Present (1 year)
Independent consultant
2023 - 2025 (2 years)
Clear Prosperity, L.L.C.
2019 - 2023 (4 years)
UnEmployed
2018 - 2019 (1 year)
Timmons Advisors LLC
2006 - 2017 (11 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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