MOISAND FITZGERALD TAMAYO, LLC

RIASEC RegisteredEst. 1998

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 operating since its SEC registration in 1998. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and businesses, and pension consulting. Its fee schedule is flexible, including percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm’s public-facing investment posture leans toward broad fund-based exposures rather than concentrated single-stock bets. That is reflected in its custody and asset mix, where public funds and mutual funds dominate. Moisand Fitzgerald Tamayo also maintains a multi-asset toolkit that includes alternative strategies — private equity, hedge funds, private placements, real estate, managed futures and commodities — which it integrates for clients seeking liquidity diversification and return enhancement. The firm has been recognized in industry rankings, appearing on lists from FA Magazine (2020), Forbes (2023 and 2024) and CNBC (Top 100, 2025).