Remote Financial Planner, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Palm Beach Gardens FL
Advisors at this office
1
Most active in
Florida · Georgia · Texas · Virginia
Also doing business as
Remote Financial Planner, LLC · Remote Financial Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)