Remote Financial Planner, LLC
Remote Financial Planner, LLC (CRD# 284297) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $48,000,000 in 181 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Remote Financial Planner, LLC
By the Numbers
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Total Assets Under Management48MILLION
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Total Number of Accounts181ACCOUNTS
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Average Account Value$265,193
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, TX, VA
Financial Advisors at Remote Financial Planner, LLC
1
David Jacoby (CRD# 6315741) is an Investment Advisor Representative working at Remote Financial Planner, LLC in Wellington, FL and has over 10 years of experience in the finance industry.
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