Mosaic Pacific Investment Advisors LLC

Mosaic Pacific Investment Advisors LLC, based in the US, specializes in providing comprehensive financial advisory services, integrating wealth management solutions to help clients optimize their financial health and achieve long-term success. Founded in 2013 and headquartered in Honolulu, Hawaii, Mosaic Pacific Investment Advisors LLC provides financial advisory services. The company was acquired by Creative Planning, LLC in June 2025, allowing for enhanced resources and a stronger presence in Hawaii. The company's founder has not been specified, nor are there known subsidiaries.

Mosaic Pacific Investment Advisors, in partnership with Creative Planning, offers a comprehensive suite of financial advisory services designed to integrate various facets of wealth management. The core offerings include tailored financial planning, investment management, tax strategy, estate planning, and insurance services, all delivered by a team of in-house professionals, including CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, and attorneys. The company aims to provide clients with a cohesive strategy that aligns their investments, taxes, and estate plans to optimize financial health and achieve long-term success. Their primary clientele consists of households with a minimum of USD 500,000 in U.

S. -based investable assets, targeting high-net-worth individuals and families across multiple geographical markets, including major urban centers throughout the United States. This holistic approach is focused on delivering personalized solutions that cater to the specific financial goals and needs of each client. Mosaic Pacific Investment Advisors generates revenue primarily through its wealth management services, which involve personalized financial planning and investment management.

The transaction structure typically includes fee-based services, where clients pay for advisory services, often structured as a percentage of assets under management. Flagship services, such as comprehensive financial planning and portfolio management, are priced according to the complexity of the client's needs and the size of their investment portfolio. Clients engage in a direct relationship with the firm, which fosters long-term partnerships aimed at enhancing financial stability and growth. This B2C model allows the company to maintain a consistent revenue stream while providing value through expert guidance and tailored financial solutions.

Following its acquisition by Creative Planning in June 2025, Mosaic Pacific Investment Advisors plans to utilize the expanded resources to enhance its service offerings and strengthen its market presence in Hawaii. The acquisition aims to support the company in launching new products and expanding into new markets, although specific details regarding the new products and targeted markets have not been disclosed.