Orlando, FL 200 S Orange Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Moisand Fitzgerald Tamayo, LLC
Team
Firm-wide stats for Moisand Fitzgerald Tamayo, LLC
About
Moisand Fitzgerald Tamayo (MFT) manages roughly $1.35 billion for about 900 clients and serves individuals, high‑net‑worth households, trusts, and retirement plan sponsors. The firm provides fee‑only wealth management, financial planning, retirement plan consulting, business consulting for S‑corporation owners, and optional tax return preparation and insurance advisory services.
MFT describes its investment approach as fiduciary and evidence‑based, using written investment policy statements and a strategic asset allocation process to guide discretionary portfolio management. The firm favors low‑cost mutual funds and ETFs, emphasizes diversification over market timing, and integrates ongoing financial planning and periodic portfolio reviews into investment decisions.
Noteworthy aspects that distinguish MFT from many peers include an above‑average number of CFP professionals on staff and the combination of advisory services targeted to business owners (ongoing S‑corp consulting) and a tax‑return subscription offering alongside investment management. The firm also provides ERISA 3(21) and 3(38) retirement plan services, may use Dimensional Fund Advisors funds that have advisor‑specific transfer limitations, and maintains custodial/custody arrangements that trigger annual surprise CPA examination requirements.
Based on Moisand Fitzgerald Tamayo, LLC
Expertise
Based on Moisand Fitzgerald Tamayo, LLC
Location
200 S Orange Ave, Suite 2025
Orlando FL 32801
Advisors at this office
3
Advisors at this office
Derrick C
CFP®
Orlando, FL
Moisand Fitzgerald Tamayo, LLC
Derrick Chandler is a CFP® professional with 17 years of industry experience, currently serving at Moisand Fitzgerald Tamayo, LLC since 2002. Based in Orlando, FL, he is part of a multi-team firm with 11 advisors. Moisand Fitzgerald Tamayo is a fee-only, independent investment advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based allocation and long-term investing with low-cost mutual funds, ETFs, and investment-grade fixed income, offering a range of services including discretionary portfolio management, financial planning, tax return preparation, and business consulting for S-corporation owners.
Daniel M
CFP®, Series 63, Series 65
Orlando, FL
Moisand Fitzgerald Tamayo, LLC
Daniel Moisand is a CFP® professional with 23 years of experience, currently serving at Moisand Fitzgerald Tamayo, LLC since 2002. He engages in freelance writing and speaking on personal finance topics as a sole proprietor. Moisand Fitzgerald Tamayo is a fee-only, independent advisory firm that serves individuals, families, trusts, estates, and retirement plan sponsors, focusing on evidence-based asset allocation and long-term investing with an emphasis on low-cost mutual funds, ETFs, and investment-grade fixed income. The firm offers comprehensive services including discretionary portfolio management, financial planning, retirement plan consulting, tax return preparation, and business consulting for S-corporation owners.
Ronald T
CFP®
Orlando, FL
Moisand Fitzgerald Tamayo, LLC
Ronald Tamayo is a CFP® professional with 26 years of industry experience. He has been with Moisand Fitzgerald Tamayo, LLC since 1998. Outside of financial advising, he is a partial owner of two motorsports-related businesses that organize and participate in performance driving events. Moisand Fitzgerald Tamayo is a fee-only, independent investment advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based, long-term investing with a focus on low-cost mutual funds, ETFs, and investment-grade fixed income, and offers integrated tax and business consulting services.
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