Carey Kesner, financial advisor Houston TX

Carey Kesner

CRD Number: 4907404
Current Firm: Mosaic Advisors LLC
Compensation Model: Fee Only

Carey Kesner (CRD# 4907404) is a co-founder of Mosaic Advisors LLC in Houston, TX and has over 13 years of experience. Carey Kesner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.


The Purpose at Mosaic Advisors is to create better financial outcomes for successful families and closely-held business owners.


Mosaic Advisors designs, implements, and maintains comprehensive plans for families with significant resources and complex needs.

Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
J. Harold Williams, CPA, PFS, CFP®, financial advisor Houston TX
J. Harold Williams, CPA, PFS, CFP®
CRD# 860333
Linscomb & Williams
Similar Advisors
Henry Bragg, financial advisor Houston TX
Henry Bragg
CRD# 5162603
Hill Investment Group
Professional Designations
Company Name Location Dates Years
Mosaic Advisors LLC Houston, TX Jun 2012 - Current 7
Mosaic Wealth Partners, LLC Houston, TX Jun 2012 - Current 7
Fsc Securities Corporation Houston, TX Feb 2012 - Current 8
Bosc, Inc. Houston, TX Nov 2011 - Jan 2012 < 1
Bank Of Texasbok Financial Houston, TX Nov 2011 - Jan 2012 < 1
Bbva Wealth Solutions Houston, TX Dec 2009 - Nov 2011 1
Fsc Securities Corporation Houston, TX Jun 2005 - Nov 2011 6
Compass Bancshares Inc. Houston, TX Jan 2005 - Nov 2011 6
Stavis Margolis Advisory Services Houston, TX May 2004 - Dec 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
Contact Info for Carey S. Kesner
Phone Number: 713-980-4100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Ready to hire a financial advisor? Get competitive proposals from Carey Kesner and other advisors.
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.