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 SEC-registered since 1998. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Its fees are charged through a mix of percentage-of-AUM, hourly and fixed arrangements as well as other fee structures. The firm reports it does not act as a capital allocator, and it is not positioned as an ESG-focused manager. Public recognition includes placements on industry lists and coverage by FA Magazine (Top RIA Firms, 2020), Forbes (America’s Top RIA Firms, 2023 and Top RIA Firms, 2024) and CNBC (Top 100 Financial Advisory Firms, 2025).