6767 N Wickham Road, Suite 215, Melbourne, FL 32940
Dan Moisand, CFP®
Principal, Moisand Fitzgerald Tamayo, LLC
Moisand Fitzgerald Tamayo offers comprehensive wealth management, investment management and financial planning. Moisand Fitzgerald Tamayo will work with clients remotely.
Compensation methods accepted
Assets Under Management (AUM)
Fixed fee based on assets or financial circumstances
Required education for senior advisors in the firm
CFP® (Certified Financial Planner)
Link to SEC/state registration
Moisand Fitzgerald Tamayo
I wanted to work for clients as a true advisor not for a financial services company as a sales representative. The difference in perspective and outcome (between a broker and an adviser) can be significant. A broker can pull a suit off the rack that fits you ok and their boss will say they did their job. With a fiduciary, you (the client) are the boss and a fiduciary should select and tailor a suit so that you look good. Avoided conflicts are never an issue. Disclosed conflicts must be managed and can still be an issue.
Clients can proceed with more confidence that the advice they are getting is in their interest and if the advice is in question, the burden is on the fiduciary to show they acted in the clients’ best interest. In a sales relationship, the customer has the burden to show the seller mislead them.