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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-26-2023
- Office Locations
- 1
Office Locations
About THE Tiny House Adviser
The Tiny House Adviser is a niche financial planning firm for clients pursuing tiny house and alternative living—often solo women, mid-career downsizers, and retirees. Founder Laura Lynch, CFP, delivers virtual planning via Zoom, covering downsizing decisions, cash flow, debt management, and ongoing comprehensive planning that includes investment optimization. The firm also hosts the Less House, More Moola podcast, creating a direct channel to this community.
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Owner & Executives
Laura Lynch
Chief Compliance Officer, FOUNDER
- CRD
- #6884668
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,321,788 | -- |
| Total | $7,321,788 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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