David Jacoby
Remote Financial Planner · Palm Beach Gardens, Florida
David Jacoby is a fee-only financial advisor at Remote Financial Planner in Palm Beach Gardens, Florida, who holds the CFP and CFA credentials. David charges an ongoing planning fee (ongoing planning from $13,200 a year and no asset minimum) and focuses on retirement planning and equity compensation.
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Specialties
Who they serve
- Cross-border families
Facts
| Firm | Remote Financial Planner |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $13,200 a year · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $82.2M across 252 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, GA, TX, VA · CRD 6315741 |
| Exams passed | Series 66 (2014) |
| Disclosures | None reported |
| Website | www.remotefinancialplanner.com |
| Profile |
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Questions about David
Is David Jacoby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Remote Financial Planner reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges an ongoing planning fee.
How much does David charge?
According to Remote Financial Planner's website, checked October 30, 2026: ongoing planning from $13,200 a year; no asset minimum.
Does David work with clients virtually?
Yes. Remote Financial Planner says on its website that it works with clients remotely.
Where is David Jacoby based?
David Jacoby is based in Palm Beach Gardens, Florida.
What does David specialize in?
David's specialties include retirement planning and equity compensation. David works with cross-border families.
What credentials does David Jacoby hold?
David Jacoby holds the CFP and CFA credentials.
Is David Jacoby registered with the SEC?
Yes. David Jacoby is registered as an investment adviser representative in FL, GA, TX and VA (CRD 6315741), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Remote Financial Planner manage?
Remote Financial Planner reports $82.2M across 252 accounts in assets under management.
How do I contact David Jacoby?
Through David's website, www.remotefinancialplanner.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Remote Financial Planner website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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