Ronald Tamayo is a CFP-designated registered investment advisor at Moisand Fitzgerald Tamayo, LLC, based in Orlando, FL, with 27 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, High Net Worth, and 3 more. Their firm serves 912 clients with $1.4B 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% |
Same household member accounts can be aggregated to meet minimums. A flat annual fee of $6,000 applies if the minimum asset requirement is waived for portfolios under $423,000. Fees may be negotiated based on complexity.
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.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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.
More Advisors
- Bradley Brescia, CFPMoisand Fitzgerald Tamayo, LLC
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- Daniel Moisand, CFPMoisand Fitzgerald Tamayo, LLC
- Thomas Lucas, CFPMoisand Fitzgerald Tamayo, LLC
- Charles Fitzgerald, CFPMoisand Fitzgerald Tamayo, LLC
- Dennis Hunt, CFPMoisand Fitzgerald Tamayo, LLC