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Moisand Fitzgerald Tamayo, LLC

A team of fee-only financial advisors committed to clear, unbiased financial guidance
USA today - Best financial advisor firms 2024
Moisand Fitzgerald Tamayo, LLC named to list of America’s Best Financial Advisory Firms by USA Today, for 3rd time since 2023
CNBC Top 100 Financial Advisor Firms 2025
Moisand Fitzgerald Tamayo, LLC named to 2025 list of top 100 financial advisors in America by CNBC
Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms, for 3rd time since 2023
moisand fitzgerald tamayo staff
Moisand Fitzgerald Tamayo, LLC named one of the Best Places to Work for Financial Advisors in the USA, again, for 6th time since 2019

Limitations of awards & recognitions: Moisand Fitzgerald Tamayo, LLC does NOT participate in any program requiring a fee to participate or receive an award. Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Moisand Fitzgerald Tamayo, LLC is engaged to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by participating advisersNo ranking or recognition should be construed as a current or past endorsement of Moisand Fitzgerald Tamayo, LLC by any of its clients.  ANY QUESTIONS: Moisand Fitzgerald Tamayo, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. (Additional important disclosures)

Tommy Lucas on Trump accounts
Ryan Osborne, CFP®, EA
Ryan Osborne earns prestigious CFA charterholder designation
CNBC Top 100 Financial Advisor Firms 2025
Tommy Lucas on avoiding tax withholding surprises
Ron Tamayo, CFP®, EA
Ron Tamayo Interviewed for “Psychology of Strength” podcast
CNBC Top 100 Financial Advisor Firms 2025
Charlie Fitzgerald on market volatility
Charlie Fitzgerald, III, CFP®
Charlie Fitzgerald speaks at University of Florida Future Advisors Conference
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Tommy Lucas on the higher taxes on Gold sales
CNBC Top 100 Financial Advisor Firms 2025
Tommy Lucas, “I don’t know of anything else that’s as penalizing in the tax code…”
Dan Moisand, fee-only fiduciary financial advisor
Dan Moisand named exceptional leader in his field for third time by InvesmtmentNews
Brad Brescia, CFP®
Brad Brescia becomes 2026 President of Central Florida chapter of the Financial Planning Association. Tommy Lucas to follow in 2027.