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About Moisand Fitzgerald Tamayo, LLC
Moisand Fitzgerald Tamayo, LLC is a fee-only financial advisory company based in Orlando, Melbourne, and Tampa, Florida. Their mission is to provide independent, objective, and expert financial planning and wealth management services to select families across the United States. They aim to help their clients navigate the complex world of personal finance by distinguishing between true and false, practical and useless, probable and merely possible.
Unlike speculators or market players, Moisand Fitzgerald Tamayo does not engage in risky investment practices. They manage their clients' investment portfolios without attempting to time the market or gamble with their money. Instead of following investment gurus or relying on mainstream financial media for decision-making, they prioritize realistic approaches grounded in sound principles.
One key aspect that sets Moisand Fitzgerald Tamayo apart is that they are paid only by their clients as fiduciaries. This means no sales incentives, kickbacks, or third-party compensation are involved. Their compensation is directly tied to the performance of their clients' portfolios rather than transaction-based fees. Additionally, they do not have any employer restrictions on product selection, ensuring maximum objectivity in recommending solutions to their clients.
Transparency is another core value for Moisand Fitzgerald Tamayo. They fully disclose their fees and provide detailed fee calculations in quarterly reports so that clients know exactly what they pay for their services. The company also strives to minimize other costs whenever possible.
In a world filled with constant noise from financial news outlets, social media posts, and product pitches from various sources, Moisand Fitzgerald Tamayo aims to be a "Sanctuary from the Noise®." Their experienced team of fee-only financial advisors and support staff cut through the clutter to present the best options for each client's financial success. Their dedication to independence, objectivity, and transparency has earned them a strong reputation as one of America's most highly acclaimed firms.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Wealth Management
More about Moisand Fitzgerald Tamayo, LLC
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 109419 | 8 |
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