Orlando Fee-only Financial Planning and Wealth Management Firm Recognized for Its Investment Advice Operations
FOR IMMEDIATE RELEASE
June 27, 2017
(Orlando, FL) – The Financial Times named Moisand Fitzgerald Tamayo, LLC a fee-only financial planning and wealth management firm in Orlando and Melbourne, Florida to its list of the Top 300 independent Registered Investment Advisors in America.
Said FT, “We present the FT 300 as an elite group.”
After preliminary screenings of the Securities and Exchange Commission database, over 2,000 firms were invited to complete a lengthy application. The Financial Times (FT) then added its own research into their practices. The methodology, according to FT:
The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The reasons these were chosen are as follows:
• AUM signals experience managing money and client trust.
• AUM growth rate can be a proxy for performance, as well as for asset retention and the ability to generate new business. We assessed companies on one- and two-year growth rates.
• Companies’ years in existence indicates reliability and experience of managing assets through different market environments.
• Compliance record provides evidence of past client disputes; a string of complaints can signal potential problems.
• Industry certifications (CFA, CFP, etc) shows the company’s staff has technical and industry knowledge, and signals a professional commitment to investment skills.
• Online accessibility demonstrates a desire to provide easy access and transparent contact information.
“This is a reflection of our entire team. We are so pleased that our team would be recognized for our investment practices by such a credible publication,” said Ron Tamayo, CFP®, Principal and Certified Financial Planner. He added, “As personal finances get ever more complex, our ability to simplify and coordinate a clients’ affairs becomes increasingly valuable.”
Moisand Fitzgerald Tamayo, LLC has been listed among top firms several times by Wealth Manager, Financial Advisor, Advisor IQ, and Orlando Business Journal.
For more information contact Sara Nash at 407-869-6228 ext.114 or advisors@moisandfitzgerald.com/