Laura Lynch is a CFP-designated registered investment advisor at The Tiny House Adviser, based in Abiquiu, NM, with 8 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 6 more. Their firm serves 13 clients with $7.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included at no additional fee for clients who engage The Tiny House Adviser for ongoing comprehensive financial planning and have investable assets. The firm creates and manages a portfolio based on your individual needs and goals. The Tiny House Adviser may use outside managers or automated platforms like Institutional Intelligent Portfolios™️.
Contact
Laura Lynch
Location
Abiquiu, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Laura runs the "Less House More Moola" podcast, writes a book, and is developing a financial literacy course. The podcast topics include health insurance for the self-employed, among other non-financial topics.
Employment History
Current Registrations
The Tiny House Adviser
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Laura Lynch, CFP® provides financial planning for the alternative living and tiny house communities, guiding unconventional paths to financial freedom.