The Tiny House Adviser LLC offers ongoing comprehensive financial planning, working with clients to develop and implement financial plans. This includes monitoring the plan and recommending changes as needed. Investment management is included for clients with investable assets. The firm also offers limited scope financial planning for specific needs. The Tiny House Adviser is a fee-only firm, meaning it only receives compensation from clients for its services.
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™️.
