Daniel Moisand
Moisand Fitzgerald Tamayo · Orlando, Florida
Daniel Moisand 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.
Request an introduction to Daniel →
Facts
| Firm | Moisand Fitzgerald Tamayo |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.35B across 3,662 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 2167083 |
| Exams passed | Series 63 (1991) · Series 65 (1991) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.moisandfitzgerald.com |
How Daniel's firm compares
- Moisand Fitzgerald Tamayo's average account is about $369,000, from its Form ADV (assets managed divided by 3,662 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
Is Daniel Moisand a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?
Daniel's firm, Moisand Fitzgerald Tamayo, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Moisand based?
Daniel Moisand is based in Orlando, Florida.
What credentials does Daniel Moisand hold?
Daniel Moisand holds the CFP credential.
Is Daniel Moisand registered with the SEC?
Yes. Daniel Moisand is registered as an investment adviser representative in FL (CRD 2167083), 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 Daniel Moisand?
Through Daniel's website, www.moisandfitzgerald.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Orlando
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.