# Remote Financial Planner, LLC

> Remote Financial Planner, LLC is a state-registered investment advisory firm in West Palm Beach, FL, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 284297
- Filed as: REMOTE FINANCIAL PLANNER, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284297
- AdvisorCensus page: https://advisorcensus.com/firm/remote-financial-planner-llc-west-palm-beach-fl-284297

## Quick answers

**How is Remote Financial Planner, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Remote Financial Planner, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Remote Financial Planner, LLC located?**
Remote Financial Planner, LLC's principal office is in West Palm Beach, FL, according to its Form ADV.

**Is Remote Financial Planner, LLC registered with the SEC or a state?**
Remote Financial Planner, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284297.

**How much does Remote Financial Planner, LLC manage?**
Remote Financial Planner, LLC reports $82,173,000 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**What types of clients does Remote Financial Planner, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (56); individuals (other than high net worth individuals) (15).

**Does Remote Financial Planner, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284297

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $82,173,000
- Discretionary: $82,173,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $4,217,000 |
| High net worth individuals | 56 | $77,956,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- remotefinancialplanner.com
- Facebook @REMOTEFP
- LinkedIn @david-jacoby-expat-remote-financial-planner
- X @REMOTEFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Remote Financial Planner, LLC (CRD 284297): Form ADV filing data as of October 2026.