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Advisors / Texas / Houston
7yrs

Michael Dee

Financial advisor at Mosaic Advisors

Houston, TX 77046CFA
Call the officeDirections

At a glance

Experience7 years (since 2019)
How that compares ?More experience than 65% of advisors at Mosaic Advisors
Office3773 Richmond Avenue Suite 700, Houston, TX 77046
How the firm is paid ?Flat fee
States licensed ?1 state

Services through Mosaic Advisors

Financial planningInvestment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

None listed.

Career

  1. Sep 2025 – now
    Mosaic AdvisorsCurrent firm
  2. 2019 – 2023
    Clear ProsperityPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call Mosaic Advisors at 713-980-4100 and ask for Michael Dee. Michael works from the Houston, TX office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2019, about 7 years. More experience than 65% of advisors at Mosaic Advisors.

What licenses does Michael hold?

No exams are listed on the official record.

Is Michael a fiduciary?

Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Michael paid?

Mosaic Advisors reports being paid by flat or fixed fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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