# REMOTE FINANCIAL PLANNER, LLC

REMOTE FINANCIAL PLANNER, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://remotefinancialplanner.com
- **LinkedIn:** https://www.linkedin.com/company/david-jacoby-expat-remote-financial-planner

## Regulatory record

- **CRD number:** 284297
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284297

## About

Remote Financial Planner guides American expats toward Financial Independence, helping distill the financial complexities of living abroad. The firm provides fee-only, unbiased financial planning with no commissions, no sales products, and no asset minimums. Advice is technology-driven and location-independent, using secure cloud document sharing and virtual meetings on the client's schedule.

## People

- David Jacoby

## Questions

### Does Remote Financial Planner, LLC participate in fund commitments or only direct deals?

Remote Financial Planner, LLC primarily invests in publicly traded securities via third-party asset managers, ETFs, and mutual funds rather than making direct investments in private funds or deals. As a financial planning RIA, it focuses on diversified portfolio construction rather than private capital fund commitments. The firm's investment approach is geared toward retail and high-net-worth clients seeking traditional wealth management.

### What investment stages does Remote Financial Planner, LLC typically target?

Remote Financial Planner, LLC targets all stages of investment, from early-career wealth accumulation to retirement distribution planning. Its investment strategies span growth-oriented portfolios for younger clients and income-focused allocations for retirees. The firm's stage-specific investment recommendations align with each client's time horizon and risk tolerance.

### Which sectors does Remote Financial Planner, LLC explicitly avoid?

Public information does not indicate that Remote Financial Planner, LLC explicitly avoids any specific sectors. As a fiduciary, the firm constructs portfolios based on client preferences and risk profiles rather than maintaining a firmwide banned list. Clients who wish to avoid particular sectors can direct the firm to implement ESG or exclusionary screens within their personal accounts.

## Related profiles

- [Azlin Consultants Pvt. Ltd.](https://altss.com/profile/azlin-consultants-pvt-ltd)
- [BTI SPORTS ADVISORS](https://altss.com/profile/bti-sports-advisors)

---

Last updated: 2026-08-11T15:07:57.118Z

Canonical page: https://altss.com/profile/remote-financial-planner-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology