Moisand Fitzgerald Tamayo, LLC is an independent, strictly fee-only SEC-registered investment advisory firm headquartered in downtown Orlando, Florida. Founded by Certified Financial Planner principals Dan Moisand, CFP®, Charlie Fitzgerald III, CFP®, and Tommy Tamayo, CFP®, EA, the NAPFA-affiliated firm serves retirees, pre-retirees, and families across Orange County with fiduciary retirement income planning, tax-integrated portfolio management, and multi-year distribution modeling.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Moisand Fitzgerald Tamayo Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-55992; independent fee-only fiduciary Registered Investment Adviser headquartered in downtown Orlando with zero disciplinary disclosures on IAPD.
Issuer: Certified Financial Planner Board of Standards
Notes: Principals Daniel B. Moisand, CFP® (CRD #2167083, former Chair of the CFP Board of Directors and Past National President of the FPA), Charles E. Fitzgerald III, CFP® (CRD #2731110), and Ronald 'Tommy' Tamayo, CFP®, EA.
Factual details and direct answers about Moisand Fitzgerald Tamayo, LLC's services, licensing, and credentials.
What is the SEC registration status of Moisand Fitzgerald Tamayo, LLC in Orlando?
Moisand Fitzgerald Tamayo, LLC is registered with the U.S. Securities and Exchange Commission as a strictly fee-only Investment Adviser under CRD #109419 and SEC File #801-55992.
What professional credentials do the founding principals at Moisand Fitzgerald Tamayo hold?
Co-founders Dan Moisand (CRD #2167083, former CFP Board Chair), Charlie Fitzgerald III (CRD #2731110), and Tommy Tamayo all hold the Certified Financial Planner (CFP®) designation, and Tommy Tamayo is also an IRS Enrolled Agent (EA).
Where is Moisand Fitzgerald Tamayo located in Orange County?
The firm's headquarters is located at 300 South Orange Avenue, Suite 1170, in downtown Orlando, Florida 32801, serving retirees across Orlando, Winter Park, Maitland, and Central Florida.
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