Firm
Moisand Fitzgerald Tamayo, LLC
Jacksonville, Florida
Fee-only
Moisand Fitzgerald Tamayo, LLC at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 10 advisors are listed here; all hold the CFP.
- Its Form ADV reports 30 employees and 906 individual clients, 389 of them high net worth.
- Its average account is about $369,000 (assets it manages divided by its 3,662 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Jacksonville, Florida |
|---|---|
| Website | moisandfitzgerald.com |
| [email protected] | |
| Phone | (877) 869-6228 |
Moisand Fitzgerald Tamayo, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Have $1 million in investment assets or are saving substantial sums annually" source
"Have $1 million in investment assets or are saving substantial sums annually" source
"We are compensated based upon how your portfolio behaves, and not paid based on transactions." source
"Because our clients want an ongoing relationship with a team of financial planning experts and professionals managing their life savings" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.4 billion |
| Individual clients | 517 |
| High-net-worth clients | 389 |
| Accounts managed | 3,662 |
| Employees | 30 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-55992) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 109419 |