Michael Salmon
Advisor at Moisand Fitzgerald Tamayo, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Moisand Fitzgerald Tamayo, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Orlando, FL 32801
Credentials
CFP®
Industry experience
13 years
Michael Salmon is a CFP® with 12 years of industry experience, currently serving at Moisand Fitzgerald Tamayo, LLC in Orlando, FL since 2007. He works at a firm known for its fee-only, independent advisory services. Moisand Fitzgerald Tamayo serves individuals, families, trusts, estates, and retirement plan sponsors with discretionary portfolio management, financial planning, retirement plan consulting, tax return preparation, and business consulting for S-corporation owners. The firm emphasizes evidence-based allocation, long-term investing, and low-cost investment options while providing in-house tax and insurance consulting through a team with multiple CFP®, CPA, and Enrolled Agent credentials.
Based on Moisand Fitzgerald Tamayo, LLC
Based on Moisand Fitzgerald Tamayo, LLC
Financial planning fees range from $2,500 to $25,000, typically half due at signing and half upon completion
$0 - $250,000: 1.50% annually $250,000 - $500,000: 1.30% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $9,000,000: 0.80% annually on next $1,000,000, then 0.50% annually on next $8,000,000 $10,000,000+: 0.30% annually over $10,000,000
$500 per hour for limited financial consulting services beyond financial plan scope
1040 tax return subscription fees typically range from $150 to $300 per month
Account minimum: $1,000,000 Minimum fee: $6,000 annually if assets under management are less than $423,000 Fee-only: Fee-only wealth management and advisory services; no commissions or third-party compensation received.
300 South Orange Avenue, Suite 1170
Orlando, FL 32801
Florida · Texas
Moisand Fitzgerald Tamayo Llc
2007 - Present (19 years)
Moisand Fitzgerald Tamayo Llc
2007 - Present (19 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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