# Casandra Garrett

> Casandra Garrett is a fee-only financial advisor at Moisand Fitzgerald Tamayo in Orlando, Florida, who holds the CFP credential. Moisand Fitzgerald Tamayo reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/casandra-garrett/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Moisand Fitzgerald Tamayo
- **Based in:** Orlando, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.35B across 3,662 accounts
- **Credentials:** CFP
- **CRD:** 2385175 (https://adviserinfo.sec.gov/individual/summary/2385175)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1994)
- **Firm size:** 30 employees
- **Disclosures:** None reported
- **Website:** http://www.moisandfitzgerald.com

## Frequently asked questions

### Is Casandra Garrett a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Casandra holds no broker registration, and Moisand Fitzgerald Tamayo reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Casandra charge for financial advice?

Casandra's firm, Moisand Fitzgerald Tamayo, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Casandra Garrett based?

Casandra Garrett is based in Orlando, Florida.

### What credentials does Casandra Garrett hold?

Casandra Garrett holds the CFP credential.

### Is Casandra Garrett registered with the SEC?

Yes. Casandra Garrett is registered as an investment adviser representative in FL (CRD 2385175), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Moisand Fitzgerald Tamayo manage?

Moisand Fitzgerald Tamayo reports $1.35B across 3,662 accounts in assets under management.

### How do I contact Casandra Garrett?

Through Casandra's website, www.moisandfitzgerald.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2385175): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.