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Spraker, Fitzgerald, Tamayo & Moisand, LLC (Maitland)


Spraker, Fitzgerald, Tamayo & Moisand, LLC is a large advisory firm based in Maitland. It manages $243.02 million of regulatory assets for 1,253 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Georgia, New Jersey, North Carolina, and Texas.

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Spraker, Fitzgerald, Tamayo & Moisand provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Spraker, Fitzgerald, Tamayo & Moisand: assets under management

The assets under management (AUM) of Spraker, Fitzgerald, Tamayo & Moisand, LLC is $243.02 million. The firm's AUM has grown by 91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $240.4 million in discretionary accounts and $2.62 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $436.63 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spraker, Fitzgerald, Tamayo & Moisand, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Maitland

The principal office where Spraker, Fitzgerald, Tamayo & Moisand, LLC performs its advisory services is located at 601 South Lake Destiny Road, Maitland, FL 32751 7482, which is also the mailing address of the firm. An additional office of the firm is in Melbourne, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-869-6228 or by fax 407-869-6558. The normal business hours are 8:30 am -4:30 pm on Monday - Friday. You can find more information about the New York firm at www.sprakerfitzgerald.com.


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