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Advisor

Ronald Tamayo

Moisand Fitzgerald Tamayo · Orlando, Florida

Ronald Tamayo 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.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmMoisand 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
CredentialsCFP
SEC registration Investment adviser representative in FL · CRD 1705973
Firm size30 employees
Disclosures None reported
Websitewww.moisandfitzgerald.com

How Ronald's firm compares

  • Moisand Fitzgerald Tamayo's average account is about $369,000, from its Form ADV (assets managed divided by 3,662 accounts).

What fee-only advisors charge in Florida

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Questions about Ronald

Is Ronald Tamayo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ronald 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 Ronald charge for financial advice?

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

Where is Ronald Tamayo based?

Ronald Tamayo is based in Orlando, Florida.

What credentials does Ronald Tamayo hold?

Ronald Tamayo holds the CFP credential.

Is Ronald Tamayo registered with the SEC?

Yes. Ronald Tamayo is registered as an investment adviser representative in FL (CRD 1705973), 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 Ronald Tamayo?

Through Ronald'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.

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