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REMOTE FINANCIAL PLANNER, LLC

CRD 284297

Visit website

7754 OKEECHOBEE BLVD, #400, WEST PALM BEACH, FL, 33411, United States

Phone

202-570-4146

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$82.2M

Discretionary AUM

$82.2M

Team

0 total employees; 0 advisory reps; 8 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)INCOME TAX RETURN PREPARATION

Client types

TypeClientsAUM
Individuals15$4.2M
High net worth individuals56$78.0M

All web addresses on file

Official SEC filing: View on IAPD