Firm
Moss & Company, P.A.
Maitland, Florida
Fee-only
Moss & Company, P.A. at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 49 individual clients, 25 of them high net worth.
- Its average account is about $667,000 (assets it manages divided by its 105 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Maitland, Florida |
|---|---|
| Website | mossandcompanypa.com |
| Phone | (407) 478-6400 |
Moss & Company, P.A. fees
Moss & Company, P.A. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $70 million |
| Individual clients | 24 |
| High-net-worth clients | 25 |
| Accounts managed | 105 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 142028 |