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They include 517 individual clients, 389 high-net-worth individuals, and 6 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Moisand Fitzgerald Tamayo offer?","answer":"Moisand Fitzgerald Tamayo provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Moisand Fitzgerald Tamayo charge?","answer":"Moisand Fitzgerald Tamayo charges 0.30%–1.50% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $6,000 annual minimum and requires an account of at least $1,000,000.","source":"ADV PART 2A BROCHURE AND ADV PART 2B BROCHURE SUPPLEMENT, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Moisand Fitzgerald Tamayo use?","answer":"Moisand Fitzgerald Tamayo’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.26B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Moisand Fitzgerald Tamayo have?","answer":"Moisand Fitzgerald Tamayo has 11 investment adviser representatives registered with state securities authorities, out of 30 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Moisand Fitzgerald Tamayo invest in?","answer":"At the end of its last fiscal year, Moisand Fitzgerald Tamayo’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Moisand Fitzgerald Tamayo have a minimum investment?","answer":"Yes, Moisand Fitzgerald Tamayo’s minimum account size for its Wealth Management Services is $1M. It charges a $6K annual minimum fee.","source":"ADV PART 2A BROCHURE AND ADV PART 2B BROCHURE SUPPLEMENT, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Moisand Fitzgerald Tamayo?","answer":"Moisand Fitzgerald Tamayo’s direct owners are Charles Fitzgerald, Ronald Tamayo, Daniel Moisand, Derrick Chandler, Michael Salmon and Dennis Hunt, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Moisand Fitzgerald Tamayo get paid?","answer":"Moisand Fitzgerald Tamayo is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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