Little House Capital, LLC fees and pricing
Financial planner in Braintree, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Little House Capital, LLC charges $400 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Hourly fees are $400 per hour.”
- Flat or project fee
- $1,000-$5,000
“Fixed fees range from $1,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Little House Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services / Wealth Management Services Investment advisory fees are charged and payable either monthly or quarterly at the end of each month or quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first month or quarter of service is prorated from the inception date of the account(s) to the end of the first month or quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Little House Capital, LLC’s fees compare
- Its hourly rate of $400 is above the Massachusetts median of $300. 81% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- 3 of the 6 other planners in Braintree that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 spans the Massachusetts median of $4,750. 35% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- 3 of the 5 other planners in Braintree that publish a flat or project fee charge less.
About Little House Capital, LLC
- Firm size: 7 employees.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.1% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 200
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, other investment advisers, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $675,245,909
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290070
- Phone
- (617) 545-5600
Can advise clients in 13 states: California, Connecticut, Delaware, Florida, Massachusetts, Maine, New Hampshire, New Jersey, Ohio, Pennsylvania, Rhode Island, Texas, Virginia
Other planners in Braintree that publish fees
- Dreamfield Planning Group, LLCBraintree$375/hr, $8,500/yr
- Genesis Wealth Advisors, LLCBraintree$500-$5,000
- Kelly Financial Services LLCBraintree$125/qtr, $500/yr
- MG Financial LLCBraintree$85-$850/hr
- Msa FinancialBraintree$100-$1,000/hr, $1,000-$5,000
- Najarian Financial LLCBraintree$100-$250/hr, $500-$2,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.