Remote Financial Planner, LLC fees and pricing
Financial planner in West Palm Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 15, 2026, Remote Financial Planner, LLC charges an annual fee of $13,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $13,200/yr
“The minimum annual fee in which a client is charged for an advisory subscription is $13,200 per year paid monthly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Remote Financial Planner, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable and we reserve the right to decline situations which we consider not complicated enough to warrant our minimum fee.”
- “Net worth is calculated as the sum of the client’s bank, investment, and real estate assets minus their credit card debt, student loans, mortgage liabilities, and other debts.”
- “Fees for partial quarters will be prorated based on the remaining days in the reporting period in which the firm services the account.”
How Remote Financial Planner, LLC’s fees compare
- Its annual fee of $13,200 is above the Florida median of $4,800. 77% of the 97 other Florida planners that publish an annual fee charge less.
About Remote Financial Planner, LLC
“The advisory subscription provides on-going, on demand, comprehensive financial planning for a fixed fee over the course of a year.”
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 71
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $82,173,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284297
- Phone
- (202) 570-4146
Can advise clients in 4 states: Florida, Georgia, Texas, Virginia
Other planners in West Palm Beach that publish fees
- Agnello Financial Group, Inc.West Palm Beach$250/hr
- Anchor Wealth Management Group LLCWest Palm Beach$450/hr, $3,500
- Blue Marlin Advisors, LLCWest Palm Beach$400-$500, $200-$350/mo
- Blue Ocean CapitalWest Palm Beach$100-$300/hr
- Capital Asset Management Group, Inc.West Palm Beach$300/hr
- FacetWest Palm Beach$2,600-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.