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Ana Carolina Tagtmeyer

7 Years of Experience
Areas of Practice
Financial Planning & CoachingEstate PlanningTax PlanningInvestment ManagementHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
61 clients
Average Client Portfolio
$8.2M average
Assets Under Management
$499.4M

Fee Structure

Financial Planning:Included in AUM fee
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Location

3773 Richmond Avenue, Suite 700, Houston, TX, 77046

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ana is the VP of Finance for Westbury Little League, a 501(c)3 baseball league, since October 2024. She dedicates minimal time to accounting, reconciliation, and AR/AP duties.

Employment History
Current Registrations
Mosaic Advisors
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Altruvista LLC
November 2020 - June 2023 · 2 yrs 7 mos
Valmark Securities, INC.Broker
January 2020 - March 2021 · 1 yr 2 mos
Fsc Securities CorporationBroker
October 2016 - January 2018 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.