REMOTE FINANCIAL PLANNER, LLC

Overview

Remote Financial Planner, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small business owners. The firm runs a fee model that combines a percentage-of-assets component with fixed fees for planning work, and it positions itself as an equity-first manager that uses exchange-traded instruments as the backbone of client portfolios. Remote Financial Planner, LLC identifies as an active ESG investor and incorporates environmental, social and governance factors into manager selection and security screening where appropriate. The firm is not structured as a capital allocator; instead it sources exposure to alternatives and specialty strategies through third-party managers. Typical client relationships are planning-led — portfolios are built to meet household objectives and tax, liquidity and concentration considerations rather than to pursue high-beta strategies. Given the firm’s name and operational footprint, the investment approach emphasizes liquid, exchange-traded equities and ETFs alongside select mutual funds and separate managed account sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices