Fee-Only Financial Advisory Firm – Moisand Fitzgerald Tamayo, LLC
Moisand Fitzgerald Tamayo, LLC is a fee-only wealth management firm that serves retired and near-retired individuals and families, offering financial planning, tax advice, and investment management. The firm is 100 percent employee-owned and operates as an independent registered investment advisory company, with physical offices in Florida and Texas. Its Florida presence is extensive, with locations in Orlando, Melbourne, Tampa, Boca Raton, Daytona Beach, Fort Pierce, Fort Lauderdale, Jacksonville, Lake Mary, Lakeland, and West Palm Beach, while Texas operations cover the Dallas-Fort Worth area. The firm provides a comprehensive set of services that includes tax planning, financial planning, retirement planning, investment management, and estate planning, along with specialized services for aerospace and defense professionals. It generally works with clients who have at least one million dollars in investments or who are saving substantial amounts each year. Pricing is presented as transparent and upfront, with clients holding over two million dollars in assets under management typically paying less than one percent annually and amounts above two million dollars billed at 0.50 percent or less. The firm operates on a fiduciary basis, meaning its advisors are required to put client interests first, and as a fee-only practice it is compensated directly by clients without earning commissions from financial products. The minimum professional standard for its advisors is the CFP, or Certified Financial Planner, certification. The firm cites a series of recognitions, including Forbes’ America’s Top 250 Registered Investment Advisory Firms for 2023 through 2025, USA Today’s America’s Best Financial Advisory Firms for 2024 through 2026, CNBC’s Financial Advisor 100 for 2025, and the Orlando Business Journal’s Golden 100 and Fast 50 listings. Clients and prospects can reach the firm at 877-869-6228 or by email at info@moisandfitzgerald.com. With its broad network of Florida offices and fiduciary, fee-only structure, the firm serves households across the state planning for and living in retirement.