Dan Moisand, CFP®
Fee-Only Financial Planning and Wealth Management | A Sanctuary from the Noise®
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Serving Clients Nationwide
Fee-Only Financial Planning and Wealth Management | A Sanctuary from the Noise®
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Dan Moisand, CFP®
Dan Moisand is a fee-only financial advisor in our Melbourne, Florida office and regarded by many as one of America’s top financial advisors for retirees and near retirees.A happily married father of two, he was the 2023 Chairman of the Board of Directors of CFP Board, the body that grants the CERTIFIED FINANCIAL PLANNER® and CFP® credentials to 100,000 professionals in the U.S., is a past national President of the Financial Planning Association, and has been featured as one of America’s top financial planners by at least 10 financial planning publications.
Professional Experience
Dan has over three decades of experience but recognition began in 2002 when he was dubbed a “Future Star” by Financial Advisor magazine and made Worth magazine’s list of the top 250 Advisors in America. Since then, he was named one of the most influential professionals in financial planning in Financial Planning magazine, Investment Advisor (twice) and Accounting Today (twice).
In 2023, 2024 & 2025, he was named to InvestmentNews’ Hot List honoring “the top movers and shakers in wealth management.” He has been lauded as one of America’s top financial planners in Florida Today, Journal of Financial Planning, AdvisorHub, Research, Solutions, Wealth Manager, and the Wall Street Journal Online.
Areas of Expertise
Retirees and those approaching retirement will have a hard time finding an advisory firm better equipped to serve them and their families than Moisand Fitzgerald Tamayo, and Dan is one reason why. A glimpse of his expertise can be found in his writings. For the general public, he has been a regular contributor of Q&A columns for Florida Today since 2005 and MarketWatch, a personal finance site of the Wall Street Journal, since 2013. Click the links below to see some of Dan’s MarketWatch and Florida Today articles.
The press and the financial planning profession rely on him for answers as well. From 2010 through 2021, he was a monthly contributor of a column about advising retirees for Financial Advisor magazine. He was a professional issues columnist for the Journal of Financial Planning from 2008-2015 and served as the Practitioner Editor for the Journal of Financial Planning in 2020 and 2021. He has also been published in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Niewuwsbrief financiele planning (Netherlands), on Network FP (India), and the 4EJournal (Malaysia) among others.
Dan is a two time winner of the Journal of Financial Planning‘s Call for Papers competition. He is a frequent source to a variety of publications and media and has appeared in Smart Money, NY Times, Wall Street Journal, Forbes, and USA Today among others.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- Fee Only Network
Primary Location
6767 N. Wickham Road, Suite 500, Melbourne, FL 32940
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a no cost, no obligation call or Zoom to discuss your household, goals, and what’s on your mind. In typically just 30 minutes, we’ll cover our services, fees, and see if we’re a good fit to work together. I look forward to speaking with you.Offers Investment Management
Yes
About Moisand Fitzgerald Tamayo, LLC
Founded in 1998, Moisand Fitzgerald Tamayo includes a team of dedicated fee-only financial advisors passionate about helping you reach your financial goals and build the future you want.We’re big enough to offer expert guidance yet small enough to truly know you and understand what matters to you most.
Good financial planning is about more than numbers, it’s about having the right plan and adapting as life changes. That’s why we’re here—to provide expert advice, personal attention, and ongoing support every step of the way.
You’re not just hiring one advisor, you’re hiring the entire team supporting our fee-only financial advisors to help you navigate every element of your financial plan.
What it means to be “A Sanctuary from the Noise®”
Personal finance can feel overwhelming these days. With so much information across platforms, it’s easy to get caught up and make decisions based on what you’re hearing instead of what’s right for you.
That’s where we come in. We’re investors, not speculators. We manage investment portfolios but don’t “play the market,” try to time the market, or otherwise gamble with your money. We take the time to understand your unique situation and give you straightforward, personalized advice based on our years of experience and financial expertise. Our goal is to help you feel confident and in control, no matter what’s happening in the headlines.
Our Core Philosophies
We don’t just say we’re dedicated to you. We are committed to acting with undivided loyalty to you.
✔️ Independence
We’re proud to be fully independent and 100% employee-owned. With exceptional employee and client retention, our team is built to last. We’ve also put a solid internal succession plan in place, ensuring the firm stays independent for generations to come.
✔️ Integrity
We are fee-only financial advisors. “Fee-only” means we never take commissions or third-party compensation. As fiduciaries, we put you first and are by your side 100% of the time, working for you and only you.
✔️ Education & Experience
Our CERTIFIED FINANCIAL PLANNER® professionals, CPAs, and licensed tax experts provide sound guidance backed by ongoing education and the highest standards in financial planning, to help you achieve your goals with confidence.
Education
Bachelors of Science in Finance, Florida State University 1989
Hobbies and Interests
- Family
- Writing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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