Firm
Remote Financial Planner
West Palm Beach, Florida
Fee-only
Facts
| Based in | West Palm Beach, Florida |
|---|---|
| Website | remotefinancialplanner.com |
| [email protected] | |
| Phone | (202) 570-4146 |
Remote Financial Planner fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $13,200 a year |
|---|---|
| Account minimum | None |
| How it charges | Ongoing planning fee |
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $82 million |
| Individual clients | 15 |
| Financial planning | Offered |
| Form ADV filed | January 15, 2026 |
| SEC record | CRD 284297 |