Ronald Tamayo is a CFP-designated registered investment advisor at Moisand Fitzgerald Tamayo, LLC, based in Orlando, FL, with 26 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 888 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
MFT may negotiate the fee schedule to be higher or lower than the amounts described above based upon the complexity of client’s situation including complications or impracticalities resulting from client’s use of a custodian not recommended by MFT.
Fee Estimator
Contact
Ronald Tamayo
Location
200 S Orange Ave, Suite 2025, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ronald is a 50% owner of Flat Out Motorsports LLC, which sponsors and organizes performance driving events. He also owns 14.3% of Flat Out Chump Krew LLC, a ChumpCar racing team.
Employment History
Current Registrations
Moisand Fitzgerald Tamayo, LLC
State Registrations1 state
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Exams
Additional Information
Ron is a principal and founding member of the firm. He acquired his Certified Financial Planner certification in 1994 and has over 25 years of experience in financial planning and tax compliance. His expertise has been recognized by theJournal of Financial Planning, where he currently serves on their Editorial Review Board. He also served for two years as a member of theJournal'sEditorial Advisory Board.