The Tiny House Adviser
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,321,788
Clients
13
8% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$563,214
About
The Tiny House Adviser LLC is a fee‑only, state‑registered investment adviser that provides ongoing comprehensive financial planning, limited‑scope planning, and portfolio management primarily to individual clients, including high‑net‑worth individuals. The firm works one‑on‑one with a small client base and refers clients to unaffiliated third‑party professionals for tax, legal, or insurance matters when appropriate without receiving referral compensation.
THA emphasizes collaborative financial planning with periodic reviews and implementation of portfolios that draw on Modern Portfolio Theory, a mix of passive and active funds, and optional socially responsible investing screens. The firm uses model portfolio platforms (Altruist’s Model Marketplace and Schwab Institutional Intelligent Portfolios) and may recommend Outside Managers, while most client accounts are maintained on a non‑discretionary basis so clients retain prior approval of trades.
Distinctive features include an uncommon operational and fee profile: as of December 31, 2025 THA reported $0 in discretionary AUM and $7,321,788 in non‑discretionary AUM, and it does not rely on a traditional percentage‑of‑AUM pricing model, instead charging fixed annual fees calculated from client net worth and collected electronically. The advisor’s niche focus on tiny‑house transitions and related financial wellness resources—evidenced by a podcast and an Alt American Dream educational platform operated by the firm’s principal—further distinguishes it from many solo independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Occupation focus
Self-Employed
Founder/Business Owner
Demographic focus
Values-based investing
Fee options
Limited Scope Financial Planning fees range from $1,000 to $15,000.
$0 - $1,000,000: 0.79% annually $1,000,001+: 0.50% annually
Fee-only: Fixed annual fees paid monthly in advance based on net worth tiers: 0.79% for $0-$1,000,000 net worth; 0.50% for above $1,000,000 net worth. Also fixed fees for Limited Scope Financial Planning ranging from $1,000 to $15,000, negotiable.
Main office location
The Tiny House Adviser
Abiquiu NM, United States
Number of offices
2
Most active in
The Tiny House Adviser has reported serving >5 clients in these states in the last 12 months.
Florida · New Mexico
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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