# Moisand Fitzgerald Tamayo, LLC

> Moisand Fitzgerald Tamayo, LLC is an SEC-registered investment advisory firm in Orlando, FL, registered since 1998, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 109419
- Filed as: MOISAND FITZGERALD TAMAYO, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109419
- AdvisorCensus page: https://advisorcensus.com/firm/moisand-fitzgerald-tamayo-llc-orlando-fl-109419

## Quick answers

**How is Moisand Fitzgerald Tamayo, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Moisand Fitzgerald Tamayo, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Moisand Fitzgerald Tamayo, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $500 an hour (Additional services requested beyond the scope of the original plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Moisand Fitzgerald Tamayo, LLC located?**
Moisand Fitzgerald Tamayo, LLC's principal office is in Orlando, FL, according to its Form ADV; the April 2026 filing also lists 11 other offices (Schedule D, Section 1.F).

**Is Moisand Fitzgerald Tamayo, LLC registered with the SEC or a state?**
Moisand Fitzgerald Tamayo, LLC is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 109419.

**How much does Moisand Fitzgerald Tamayo, LLC manage?**
Moisand Fitzgerald Tamayo, LLC reports $1,350,217,545 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Moisand Fitzgerald Tamayo, LLC's assets and staff changed since 2021?**
In the Form ADV data for Moisand Fitzgerald Tamayo, LLC: Regulatory assets under management: $826,167,404 in the October 2021 data and $1,350,217,545 in the October 2026 data, up 63%. Total employees: 18 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Moisand Fitzgerald Tamayo, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (517); high net worth individuals (389); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Moisand Fitzgerald Tamayo, LLC use?**
Moisand Fitzgerald Tamayo, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Moisand Fitzgerald Tamayo, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109419

**What changed in Moisand Fitzgerald Tamayo, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,150,568,195 to $1,350,217,545 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $500 an hour (Additional services requested beyond the scope of the original plan)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,350,217,545
- Discretionary: $1,350,217,545
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 517 | $218,095,910 |
| High net worth individuals | 389 | $1,130,095,431 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $0 |
| Charitable organizations | Fewer than 5 | $133,781 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $1,892,423 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 1998 (27 years)
- Employees: 30 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, IN, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boca Raton, FL
- Daytona Beach, FL
- Fort Lauderdale, FL
- Fort Pierce, FL
- Jacksonville, FL
- Lake Mary, FL
- Lakeland, FL
- Melbourne, FL
- Plano, TX
- Tampa, FL
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- forcrebrokers.com
- moisandfitzgerald.com
- Facebook @MOISANDFITZGERALDTAMAYO
- LinkedIn @3485775
- LinkedIn @FOR-CRE-BROKERS
- X @MFTWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $826,167,404 | 18 | July 28, 2021 |
| October 2022 | $921,972,174 | 18 | March 25, 2022 |
| October 2023 | $901,422,986 | 21 | May 15, 2023 |
| October 2024 | $1,028,555,365 | 25 | August 2, 2024 |
| October 2025 | $1,150,568,195 | 28 | March 28, 2025 |
| October 2026 | $1,350,217,545 | 30 | March 30, 2026 |

Regulatory assets under management: $826,167,404 in the October 2021 data and $1,350,217,545 in the October 2026 data, up 63%.
Total employees: 18 in October 2021 and 30 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,150,568,195 to $1,350,217,545 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moisand Fitzgerald Tamayo, LLC (CRD 109419): Form ADV filing data as of October 2026.