Moisand Fitzgerald Tamayo, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Additional services requested beyond the scope of the original plan may be billed on an hourly basis at the published rate of $500 per hour.”

Flat or project fee

$2,500⁠-⁠$25,000

“Financial plan fees range from $2,500 to $25,000.”

Quarterly fee

$1,500/qtr

“If assets under management total less than $423,000, the standard fee billed to the account will be $6,000 annually ($1,500/quarter.) If assets are over $423,000, the standard fee schedule shall apply.”

Annual fee

$6,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Moisand Fitzgerald Tamayo, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Half of the fee is due upon the signing of the agreement and the balance is due upon completion.”
• “The client has five business days from the signing of the contract to rescind the contract for a full refund.”
• “Clients are notified of the management fee in the wealth management agreement and by the invoice included in each quarterly report.”

How Moisand Fitzgerald Tamayo, LLC’s fees compare

• Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
• 19 of the 22 other planners in Orlando that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$25,000 spans the Florida median of $4,900. 86% of the 320 other Florida planners that publish a flat or project fee charge less.
• 22 of the 22 other planners in Orlando that publish a flat or project fee charge less.
• Its annual fee of $6,000 is above the Florida median of $4,800. 57% of the 97 other Florida planners that publish an annual fee charge less.
• 5 of the 6 other planners in Orlando that publish an annual fee charge less.

About Moisand Fitzgerald Tamayo, LLC

• Firm size: 30 employees.
• Credentials named in the brochure: CFP®, CPA, and EA.
• Registered as an adviser: 1998 (28 years).

Planning areas mentioned in the brochure

• Estate planning
• Equity compensation

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

906

Employees

30

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$1,350,217,545

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109419

Website

facebook.com/moisandfitzgeraldtamayo (opens in new tab)

Phone

(407) 869-6228

Can advise clients in 22 states: Arkansas, Arizona, California, Colorado, Florida, Georgia, Indiana, Massachusetts, Maryland, Michigan, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in Orlando that publish fees

• Allegiance Wealth Management, Inc.Orlando$300/hr
• Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
• Arx Strategic WealthOrlando$2,500⁠-⁠$5,000
• Centrus Financial StrategiesOrlando$500/hr, $3,000⁠-⁠$15,000
• Cogent Private WealthOrlando$450/hr, $4,000/yr
• Das Wealth ManagementOrlando$100/hr

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