CRD: 284297
Remote Financial Planner, LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-24-2016
- Office Locations
- 1
Office Locations
About Remote Financial Planner, LLC
Remote Financial Planner, LLC is a tech-enabled planning and investment advisory focused on American expats, helping clients navigate cross-border finances, multi-country tax/filing issues, and currency and family complexities while pursuing financial independence. Founder David Jacoby (CFA, CPA, CFP®; CFP Board exam SME) works fully remote. Portfolios are primarily ETF-based, with custody including Schwab and Interactive Brokers.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID F JACOBY
Chief Compliance Officer, Financial Planner, President
- CRD
- #6315741
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,173,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,173,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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