Moisand Fitzgerald Tamayo office
Dan Moisand Tamayo

Dan Moisand Tamayo

Moisand Fitzgerald Tamayo

Orlando, FL
FINRA VerifiedFiduciary

Overview

Dan Moisand Tamayo is a seasoned financial advisor with 23 years of experience, serving clients in Orlando, FL, and beyond through Moisand Fitzgerald Tamayo. A Certified Financial Planner (CFP), Dan specializes in retirement planning, wealth management, and tax planning, allowing him to deliver comprehensive financial strategies tailored to each client's unique circumstances. Understanding that financial decisions can be overwhelming, Dan is dedicated to cutting through the noise of modern financial planning. He fosters close relationships with clients, guiding them to envision their financial futures while ensuring they stay organized and on track. Dan's commitment to a fee-only model eliminates conflicts of interest, ensuring that every recommendation truly serves the client's best interests. Whether helping mid-career families build for the future or assisting retirees in navigating complex financial landscapes, Dan approaches each situation with clarity and purpose, making the financial journey a collaborative and empowering experience.

Firm Details

Experience

23 yrs

AUM

$1B

Minimum

$500K

Fee Type

Fee-Only

Specialties

Retirement PlanningWealth ManagementTax Planning

Life Events Served

Approaching Retirement

Certifications & Licenses

FiduciaryCFP

Regulatory Information

CRD Number

1705973

View on BrokerCheck
FINRA Verified

Disclosures

Clean Record

No complaints, regulatory actions, or disclosures found

Fee Structure

Assets Under Management (AUM) Fee

$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%

Account minimum: $500K

Comprehensive Financial Plan

$8Kone-time

Hourly Consultation

$150 - $258per hour

Work History

Moisand Fitzgerald TamayoCurrent

Managing Director / Financial Advisor

May 2023 - Present3 years

Merrill Lynch

Senior Financial Advisor

Jul 2015 - Dec 20238 years

Wells Fargo Advisors

Financial Advisor

Feb 2009 - Sep 20156 years

UBS Financial Services

Financial Advisor

Mar 2007 - Mar 20092 years

Other Business Activities

This advisor is also engaged in the following business activities:

insurance agent

Licensed to sell life insurance and annuities

Compensation: Commissions

broker dealer

Registered Representative with affiliated broker-dealer

Compensation: Commissions

accountant

Certified Public Accountant (CPA)

Compensation: Fees

Office Locations

Moisand Fitzgerald Tamayo

Primary

Orlando, FL

Key Team Members

Dan Moisand Tamayo

Dan Moisand Tamayo

Financial Advisor