RIA Intel›Advisers›Florida›REMOTE FINANCIAL PLANNER, LLC

REMOTE FINANCIAL PLANNER, LLC

Advisory

WEST PALM BEACH, FL

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in FL
#1,401
of 2,610 advisers by AUM
Average account
$326K
across 252 accounts

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM
$82M
Discretionary %
100%
Clients
71
Employees
0

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$82M
Discretionary AUM$82M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients71
Team
Total Employees0
Investment Advisers0
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, GA, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

WEBER GLOBAL MANAGEMENT, INC
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-29.6% 1Y
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$83M
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EMPIRE FINANCIAL GROUP, LLC
$83M
CONTRAST CAPITAL MANAGEMENT, LLC
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$83M
WALSH CONSULTING GROUP INC
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$83M
AVENUES WEALTH, LLC
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$82M

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