Moisand Fitzgerald Tamayo, LLC
Orlando, FL·SEC-registered · CRD #109419
Moisand Fitzgerald Tamayo, LLC is an SEC-registered investment advisory firm in Orlando, FL managing $1.4B across 3.7k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
3.7k
Advisory staff
11
Fee model
Fee-based
How Moisand Fitzgerald Tamayo, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Moisand Fitzgerald Tamayo, LLC
How much does Moisand Fitzgerald Tamayo, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Moisand Fitzgerald Tamayo, LLC reports $1.4B in regulatory assets under management across roughly 3.7k client accounts.
How does Moisand Fitzgerald Tamayo, LLC charge?
Moisand Fitzgerald Tamayo, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Moisand Fitzgerald Tamayo, LLC a fiduciary?
Yes. Moisand Fitzgerald Tamayo, LLC is registered with the U.S. Securities and Exchange Commission (CRD #109419), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Moisand Fitzgerald Tamayo, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Moisand Fitzgerald Tamayo, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Moisand Fitzgerald Tamayo, LLC's public SEC Form ADV filing (CRD #109419, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Moisand Fitzgerald Tamayo, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Moisand Fitzgerald Tamayo, LLC? Claim this profile.