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 [email protected]/
Rankings and/or recognition by unaffiliated rating services and/or publications should not 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, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Moisand Fitzgerald Tamayo, LLC by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
Moisand Fitzgerald Tamayo, LLC is an Orlando, Tampa and Melbourne, Florida based fee-only financial planner serving central Florida and clients across the country. Moisand Fitzgerald Tamayo, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients build, manage, grow, and protect their assets through all phases of one’s life and the many transitions in between. If you have any questions or would like to discuss anything further, please give us a call or send us a note. If you are not a client and wish to receive emails notifying you of new posts – no more than once per month – fill out the subscription information in the sidebar to the right. For more frequent updates, follow us on Facebook, LinkedIn, or Twitter.
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