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You are here: Home / Advisors / Moisand Fitzgerald Tamayo, LLC

Moisand Fitzgerald Tamayo, LLC

By The Institute on March 25, 2017

Moisand-Fitzgerald-Tamayo

Moisand Fitzgerald Tamayo, LLC

200 South Orange Avenue, Suite 2025
Orlando, FL 32801


Derrick Chandler, CFP®, Principal & Financial Advisor
(407) 869-6228 ext. 105
derrick@moisandfitzgerald.com
www.moisandfitzgerald.com

Other Locations
6767 N Wickham Road, Suite 215, Melbourne, FL 32940
Dan Moisand, CFP®
Principal, Moisand Fitzgerald Tamayo, LLC

Services

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)
Hourly
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
https://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=109419

Dan Moisand
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.

Institute & Industry Leaders

 

Chris Cannon, board member of the Institute's Real Fiduciary™ Practices and CFA Society Orlando, interviews Boston University Professor of Law Emerita, Tamar Frankel.

Frankel explains what led her to spend her career focusing on fiduciary law, what it means to be a fiduciary, and what conflicts of interest exist within the advisory space. She then offers her thoughts on what regulators should do to help eliminate these conflicts.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."

- Carolyn McClanahan, Founder of Life Planning Partners

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