Moisand Fitzgerald Tamayo, LLC

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$369K

Accounts

3,662

Employees

Advisory reps

Firm details

Headquarters: Orlando, Florida
CRD number: 109419
Registered since: October 27, 1998
Website: moisandfitzgerald.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI83.7%
Individuals16.15%
Corporations / Businesses0.14%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Moisand Fitzgerald Tamayo, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 1998. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its fee arrangements include percentage-of-assets, hourly billing, fixed fees and other structures. The firm is not identified as an active ESG investor. The firm has been recognized in industry lists: it appeared in FA Magazine’s Top RIA Firms in 2020, was named among America's Top RIA Firms by Forbes in 2023 and again in 2024, and was listed in CNBC’s Top 100 Financial Advisory Firms in 2025.