Tamra Wener
Advisor at Mosaic FI LLC
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 FI LLC
Location
Lincolnshire, IL 60069
Credentials
CFP®, Series 63
Industry experience
15 years
About
Tamra Wener is a CFP® with 15 years of industry experience, currently serving as an advisor at Mosaic FI LLC. She previously worked at RW Financial Planning, LLC and Rivkin & Rivkin, LLC. Outside of advising, she is an adjunct instructor at Northwestern University School of Professional Studies and manages a residential real estate business with her husband. Mosaic FI LLC provides portfolio management and holistic financial planning services to individuals, families, trusts, and small businesses, including fee-based pension consulting. The firm customizes Investment Policy Statements and employs a mix of fundamental, technical, cyclical, and quantitative analysis, managing client assets internally with a small advisory team.
Expertise
Based on Mosaic FI LLC
Divorce financial planning
Elder care planning
Planning for children with special needs
Stock option exercise strategy
Business sale tax planning
Fee options
Fixed fees for comprehensive financial plans starting at $4,200; three levels ranging $4,200-$6,500, $6,500-$10,000, $10,000+
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000+: 0.50% annually
$400 per hour for financial planning services
Account minimum: $500,000 Fee-only: Stand-alone financial planning fixed fees starting at $4,200, ranges from $4,200 to $10,000+ depending on complexity; ongoing financial planning fees 50–100% of initial planning fee, billed quarterly; hourly rate $400 per hour
Location
475 Half Day Rd, Suite 100
Lincolnshire, IL 60069
Most active in
Tamra W has reported serving >5 clients in these states in the last 12 months.
California · Illinois · North Carolina · Texas
Work history
Mosaic FI LLC
2024 - Present (2 years)
RW Finanical Planning, LLC
2015 - Present (11 years)
Rivkin & Rivkin, LLC
2014 - 2024 (10 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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