Moisand Fitzgerald Tamayo, LLC

Financial Advisor in Tampa, FL

Firm Info
Address: 401 E Jackson St Suite 3300, Tampa, FL 33602, USA
Phone: (813) 755-3303

Firm Size
Assets Under Management: $922 million
# of Advisors: 7
# of Clients: 2,981
Client to Advisor Ratio: 426:1
Average Account Size: $309,283
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Moisand Fitzgerald Tamayo, LLC Overview

MOISAND FITZGERALD TAMAYO, LLC is a fee-only Registered Investment Advisory Firm based in Orlando, FL. The firm has been in business since 1998 and offers investment advice only. Their primary services include financial planning, portfolio management for individuals and small businesses, portfolio management of pooled investment vehicles, portfolio management for businesses or institutional clients, and pension consulting services. The firm's fee-only structure ensures that their advisors are not incentivized by commissions or hidden fees and are solely focused on providing their clients with financial solutions that serve their best interests. The firm's headquarters in Orlando, FL positions them to serve clients all over the country with ease. MOISAND FITZGERALD TAMAYO, LLC has a strong focus on portfolio management, with investment solutions for both individuals and institutions. Their portfolio management services include the management of pooled investment vehicles, which provide clients with access to professionally managed funds, and portfolio management for businesses or institutional clients, which involve customized portfolios designed to meet specific investment objectives. Pension consulting services are another key offering at MOISAND FITZGERALD TAMAYO, LLC. Their comprehensive approach to pension consulting services helps clients navigate the complexities of retirement planning, ensuring they are able to make informed decisions about their retirement benefits and strategies. Overall, MOISAND FITZGERALD TAMAYO, LLC's broad range of services and wealth of experience make them a valuable partner for clients seeking personalized financial solutions.

MOISAND FITZGERALD TAMAYO, LLC provides comprehensive financial planning and investment management services to a diverse range of clients. The firm’s clientele includes individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. As a fee-only fiduciary, MOISAND FITZGERALD TAMAYO, LLC is committed to providing unbiased advice and guidance to their clients. Their experienced team of professionals has extensive knowledge and expertise in wealth management, tax planning, retirement planning, estate planning, and risk management. They work closely with their clients to develop personalized financial plans tailored to their unique needs and goals. MOISAND FITZGERALD TAMAYO, LLC offers various fee structures depending on the service provided. They offer a percentage of AUM (assets under management) structure for their investment management services. This fee structure indicates that the client will be charged a percentage based on the total assets that MOISAND FITZGERALD TAMAYO, LLC manages for them. Additionally, they offer an hourly fee structure for certain services, such as financial planning, where the client pays a set hourly rate for the time spent on their case. Finally, the firm provides fixed fees for some services, such as tax preparation, where they charge a fixed fee that is agreed upon before starting the service. MOISAND FITZGERALD TAMAYO, LLC's fee structures are designed to be transparent and align with their clients' best interests.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, MOISAND FITZGERALD TAMAYO, LLC has a minimum required portfolio for new clients of $1,000,000. However, the firm also has the discretion to waive the minimum requirement based upon certain criteria. This means that some clients may be able to invest with a lesser amount than the stated minimum, depending on their individual circumstances and negotiations with the firm.

How This Office Can Help Tampa, FL Residents

Moisand Fitzgerald Tamayo, LLC is a financial planning and wealth management firm located in Tampa, FL, that assists clients in many different financial situations. For those who are just starting out in their careers, the firm can help develop a solid financial foundation by assisting with budgeting, saving, and investing. For those who are nearing retirement age, the firm can help develop a comprehensive retirement plan that includes income and expense projections, social security optimization, and estate planning. For those in the Tampa, FL area who may be facing financial challenges, Moisand Fitzgerald Tamayo, LLC can assist with debt management, including strategies for paying off high-interest debt and negotiating with creditors. Additionally, the firm can provide guidance in the event of a major life change, such as a divorce or the loss of a job. Overall, Moisand Fitzgerald Tamayo, LLC offers a comprehensive suite of financial planning services designed to help clients achieve their financial goals no matter where they are in life.

To view the Minimum Investment and Fee Schedule for Moisand Fitzgerald Tamayo, LLC, visit their Part 2 Brochure.

Services Offered by Moisand Fitzgerald Tamayo, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Moisand Fitzgerald Tamayo, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 401 E Jackson St Suite 3300, Tampa, FL 33602, USA
Phone (813) 755-3303
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 200 SOUTH ORANGE AVENUE, SUITE 2025, ORLANDO, FL 32801, United States

This firm has no other locations.

State Registrations

Moisand Fitzgerald Tamayo, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Georgia
  • Indiana
  • Maryland
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Moisand Fitzgerald Tamayo, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs