The Tiny House Adviser fees and pricing
Financial planner in Abiquiu, New Mexico. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, The Tiny House Adviser charges a flat or project fee of $1,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$15,000
“Fixed fee rates range from $1,000 - $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Tiny House Adviser bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Liabilities include personal loans, student loans, credit card debt, mortgages, business loans.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Terminations and Refunds For Ongoing Comprehensive Financial Planning, the Advisory Contract may be terminated with written notice at least 30 calendar days in advance.”
How The Tiny House Adviser’s fees compare
- Its flat or project fee of $1,000-$15,000 spans the New Mexico median of $4,000. 94% of the 16 other New Mexico planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About The Tiny House Adviser
“We primarily provide ongoing comprehensive financial planning which involves working one-on-one with a financial planner (“planner”) over an extended period of time.”
- Principal: Laura Lynch
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 13
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $7,321,788
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325670
- Phone
- (575) 200-3891
Can advise clients in 2 states: Florida, New Mexico
Other planners in Abiquiu that publish fees
- Thoughtful Wealth Advisory LLCAbiquiu$150/hr, $295
- Altamira Financial Group, LLCSanta Fe$200/hr
- Bco Wealth Management, LLCCarlsbad$500-$5,000
- Be Brave Not Broke LLCAlbuquerque$300/hr
- Bustamante Financial PlanningSanta Fe$180/hr
- CounterpointSanta Fe$300/hr, $1,000-$2,500
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.