A complete list of active advisors currently associated with Remote Financial Planner, LLC

Warmer can help you find a great advisor at Remote Financial Planner, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Remote Financial Planner, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Jacoby	Palm Beach Gardens, FL	10

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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.

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