Remote Financial Planner, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$82,173,000
Clients
71
79% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
71
Very HighAverage account size
$1,157,366
About
Remote Financial Planner LLC serves individual clients, families and their trusts, including both non‑high‑net‑worth individuals and higher‑net‑worth households. The firm offers comprehensive financial planning and investment supervisory services, delivered through an ongoing advisory subscription model, and also provides tax preparation and consulting for existing planning clients.
The firm’s investment approach is primarily passive and index‑based, grounded in Modern Portfolio Theory, with an option to implement active, core‑satellite strategies for clients who seek additional active risk exposure. Investment management is conducted under written investment policy statements with periodic reviews, while financial planning work integrates cash‑flow, tax and estate analysis to coordinate recommendations.
Compared with peers, the firm’s combination of a fixed advisory subscription and a percentage‑of‑AUM fee option is uncommon among similar advisers. It also stands out for offering in‑house tax preparation for advisory clients and for explicitly not acting as a private fund adviser, while relying on institutional custodial relationships that provide research and operational support.
Client services
Financial planning
Portfolio management
Income tax return preparation
Expertise
Cash flow / budgeting
General tax planning
General retirement planning
Passive / index investing
Fee options
Advisory service subscription fixed fee, minimum $13,200 per year, paid monthly in advance
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $5,000,000: 0.50% annually $5,000,000.01+: 0.10% annually
Tax preparation services at $250 per hour, minimum fee $500
Minimum fee: $13,200 per year minimum annual fee for advisory subscription Fee-only: Asset-based fees and fixed fees; no commissions or transaction-based fees
Main office location
Remote Financial Planner, LLC
7754 Okeechobee Blvd, #400
West Palm Beach FL 33411, United States
Number of offices
1
Most active in
Remote Financial Planner, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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