FL · Daytona Beach

Fiduciary advisors in Daytona Beach, FL

2 advisors with offices in Daytona Beach. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Daytona Beach

Merrill Lynch Wealth Management

★3.4(5)

Daytona Beach, Florida

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse firm in Daytona Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

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Moisand Fitzgerald Tamayo, LLC

Fiduciary

Daytona Beach, Florida

Fee-Only

Retirement Planning Investment Management

Moisand Fitzgerald Tamayo is a fee-only fiduciary wealth management firm based in Florida and Texas that serves retired and near-retired clients nationwide with financial planning, tax advisory services, and investment management. The firm integrates tax planning throughout the year rather than at filing time, offering strategies such as retirement distribution planning, Roth conversion analysis, and investment tax efficiency as part of a coordinated financial strategy. As an independent, employee-owned firm compensated solely through client fees with no commissions or outside incentives, the firm's licensed tax advisors provide specific tax advice and can represent clients before the IRS.

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Financial advisors in Daytona Beach, Florida

Advisors serving Daytona Beach specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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